Invoicing, tax and accounting connections
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88 articles
Can I use Mettle with accounting software?
Can I connect to accounting providers using Mettle on the web?
Why can't I see my transactions in FreeAgent or Xero?
How do I see my accounting connections on Mettle on the web?
Why is my connection showing as cancelled?
Why is my connection showing as expired?
My accounting connection is showing as active but my data is not being shared?
How do I create and send a quote?
How do I share a quote?
How do I delete a quote?
How do I manage my invoices?
Can I delete an invoice I've authorised?
How do I create or amend a personalised message template for sending invoices and quotes?
How do I share an invoice?
How do I mark an invoice as paid?
How do I convert a quote to an invoice and mark as accepted?
How do I add a discount to my invoices?
How do I manage my clients' details?
Can I match multiple invoices/payments?
When I receive a payment will it automatically match to its invoice?
Why does my address have to appear on my invoices?
How do I add my logo to my invoices?
How do I create recurring invoices?
How can I see my invoices on Mettle on the web?
How can I create an invoice on Mettle on the web?
How can I add a 'one-off' item to an invoice?Steps to create unique billing entries without saving them. Learn how to untick the box for temporary charges and custom services.
How can I edit an invoice itemUpdate your saved products and services. Change your billing rates or modify description details on your account records.
How do item edits or deletions impact already created invoices?Your previous billing records stay the same. Historic documents and quotes are not updated when you modify or remove saved entries.
How can I manage my invoices on the web?See your billing history and find sent documents. Control your account online and check past payments or charges.
What are Pay by Bank links for invoices?Set up instant transfers on your bill. Let customers settle accounts through a secure QR code or web link using Faster Payments.
How can I delete an invoice item?Remove products or services from your billing list using the mobile app or web browser. Manage saved entries and update your records.
How can you export invoices for tax purposes?
How can you export receipts for tax purposes?
Which inbound payments will the tax rule apply to?
Why can’t I see the tax calculation or tax timeline feature?
When I categorise transactions in the Mettle app will my tax calculation update?
Can I see my tax calculation in the Mettle Web app?
Can I submit or pay my tax in the Mettle app?
Why is the VAT amount calculated with the discount?
How do I get my tax calculation via the Mettle app if I am already connected to FreeAgent?
Can I get a tax calculation if I am connected to a different accounting software to FreeAgent?
How to understand Making Tax DigitalLearn about HMRC digital record keeping rules for income tax. Find out about software requirements and filing updates for landlords or businesses.
How to get ready for MTDFollow this checklist to prepare for digital tax. Link your business account to FreeAgent and sign up for HMRC updates before the deadline.
How to find your qualifying income for Making Tax DigitalLocate your total turnover and rental income on a tax return. Check if you meet HMRC thresholds for MTD using your Self-Assessment data.