Mettle

Invoicing, tax and accounting connections

Invoicing and bookkeeping

How do I create and send a quote?

How do I share a quote?

How do I delete a quote?

How can I create an invoice on Mettle on the web?

Can I share my invoices with FreeAgent?

How do I create or amend a personalised message template for sending invoices and quotes?

How can I see my invoices on Mettle on the web?

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?

Why is the VAT amount calculated with the discount?

Can I match multiple invoices/payments?

Invoice management

How can you export receipts for tax purposes?

How can you export invoices for tax purposes?

Can I update my FreeAgent VAT and accounting details later?

Tax and accounting

How do I see my accounting connections on Mettle on the web?

How can I connect to FreeAgent through Mettle?

How do I update permission levels in FreeAgent?

Can I get FreeAgent for free if I’m already a FreeAgent customer?

I’m an existing FreeAgent customer, how can I connect Mettle with FreeAgent?

What is FreeAgent?

Why is it only FreeAgent that is for free?

How can I connect Mettle with Xero?

Why am I being asked to pay when I try to connect to FreeAgent in the Mettle app?

Will my receipts upload to FreeAgent?

How does book-keeping sync work between Mettle and FreeAgent?

What data does Mettle share with FreeAgent?

Why is a category I've selected in Mettle not updating in FreeAgent?

How can I enable my bank feed from FreeAgent?

What transactions can I make to be eligible for FreeAgent for free?

Why can’t I see the balance of my pots in QuickBooks?

What does a notification saying ‘Category not shared. You'll need to add it in FreeAgent.’ mean?

How long does it take for transactions to show in QuickBooks?

Why is my connection showing as cancelled?

How can I manage my data that is shared with QuickBooks?

Why is my connection showing as expired?

How do I remove my connection to QuickBooks?

How long does the connection with Quickbooks last?

Why is my QuickBooks connection showing as 'inactive'?

What data do you share with QuickBooks?

Why do I give permission to Intuit Ltd when I connect with QuickBooks?

Is it safe for me to share my data through a connection with QuickBooks?

Can I connect my Mettle account to QuickBooks?

Can I use Mettle with accounting software?

Can my accountant access my FreeAgent account?

Why aren't my invoices being marked as paid in FreeAgent?

What should I do if my FreeAgent account says 'Import pending' and I can't see my transactions?

Will bookkeeping sync change my accounts which I’ve already completed in FreeAgent?

Can I get FreeAgent for free if my accountant registers me?

The category I have selected in FreeAgent is not showing in my Mettle account?

As a Freeagent user what happens if I remove a category from within the Mettle app?

What should I do if I see 'You don't have the required permissions to authorise Mettle'?

Can my accountant set up my QuickBooks connection for me?

My accounting connection is showing as active but my data is not being shared?

Can I connect to accounting providers using Mettle on the web?

Why don't I have the required authorisation to connect to Mettle?

Connecting to other software

Mettle Website

Find answers and get help from Intercom Support and Community Experts

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