How fiscalisation works in Appointa

Your own cash register or invoices from Appointa: who can issue fiscalised invoices, what Codevo Fiskal does and what Appointa doesn't do.

8 min readPro and Premium plans

Appointa works alongside any cash register, and on the Pro and Premium plans it can also issue fiscalised invoices to your clients itself. Here you'll learn what options you have, who fiscalises the invoices, what path each invoice takes and who in the business is allowed to do what.

Two options: your cash register or Appointa

You take money from clients at your salon as before: in cash, by card or by bank transfer. For the invoice, you have two paths.

	Your cash register	Invoices from Appointa
Plan	Any, including Starter	Pro and Premium
Connecting	Not needed: the cash register and Appointa work separately	The owner turns on fiscalisation under Settings → Fiscalisation
Where you issue the invoice	At the cash register	In the appointment details, with a sold package or voucher, with a cancellation fee or under Invoices → New invoice, on the web and in the Appointa Pro app
Who fiscalises	Your cash register software	Codevo Fiskal
How the client gets the invoice	As before	In the Appointa app or by email

Issuing invoices from Appointa is optional. A business that doesn't turn it on works exactly as before.

Who it's for

You can issue invoices from Appointa if all of the following are true:

The business is in Croatia. For other businesses, the Fiscalisation tab says: “Fiscalisation is available to businesses in Croatia only.”
The plan is Pro or Premium. On the Starter plan, the Fiscalisation tab offers an upgrade, and the Invoices item isn't in the menu. The plans are described on the Starter, Pro and Premium plans page.
The business is real, not a demo. No invoices are issued in the demo business.
The owner has turned on fiscalisation and finished the setup, so the tab shows the Ready status. The procedure is described on the Turning on fiscalisation page.

Codevo Fiskal

Invoices from Appointa are fiscalised by Codevo Fiskal. It's fiscalisation software produced and maintained by CODEVO, the same provider that makes Appointa. When you turn on fiscalisation, Appointa opens a separate Codevo Fiskal account for your business. You upload the FINA certificate that signs every invoice in Appointa, and it's stored in Codevo Fiskal.

When an invoice is issued, this happens:

The invoice gets a number and the issuer's protective code (ZKI).
Codevo Fiskal sends the invoice to the Croatian Tax Administration.
The Tax Administration returns the unique invoice identifier (JIR).

If the Tax Administration is unavailable at that moment, the invoice is still issued with a ZKI. Codevo Fiskal then resends it by itself, so that late fiscalisation is completed within 48 hours.

The owner can also request access to the Codevo Fiskal portal. There they see all invoices and reports outside Appointa too. See Internal act and Codevo Fiskal portal.

What Appointa does and doesn't do

What Appointa does	What Appointa doesn't do
Issues fiscalised invoices for services from appointments and for standalone items, e.g. a product sold, a package or a gift voucher	Doesn't take money from your clients and doesn't charge cards
Sends the invoice to the client in the Appointa app or by email	Isn't a POS device or a payment system
Tracks the status of every invoice and warns you when something gets stuck	Doesn't keep a stock inventory
Provides exports for your accountant: an invoice list, the book of receipts (KPR) and help with the PO-SD form	Doesn't issue e-invoices (eRačun) or invoices with the buyer's OIB (Croatian tax ID), e.g. to companies
	Doesn't give tax advice

On an invoice from Appointa, the payment method is Cash or Card. For now, you issue an invoice paid by bank transfer outside Appointa. Everything that can't be invoiced yet is listed in the What can't be invoiced (yet) section.

The path of an invoice

Issuing. In the appointment details or under Invoices, you choose the payment method, check the items and click Issue invoice.
Awaiting JIR. The invoice has a number and a ZKI and is waiting for the Tax Administration's response.
Fiscalised. The JIR has arrived and Appointa sends the invoice to the client. See How the client gets the invoice.
If something gets stuck, you get a warning. This happens when the Tax Administration rejects the invoice or when the JIR hasn't arrived even 24 hours after issuing. Once you've fixed the cause, the owner or a manager clicks Retry fiscalisation.
Correction. An issued invoice can't be changed or deleted. A mistake is corrected with a storno, followed by a new invoice if needed.

Invoice statuses

You see the status next to the invoice number in the appointment details, in the Invoices list and in the invoice details.

Status	What it means	What you do
awaiting JIR	The invoice has been issued with a ZKI, and the Tax Administration hasn't returned the JIR yet.	Nothing, the status changes by itself. If the Tax Administration is unavailable, Codevo Fiskal resends the invoice by itself.
fiscalised	The invoice has a JIR and is being sent to the client.	Nothing.
no JIR yet	The JIR hasn't arrived even 24 hours after issuing. Codevo Fiskal keeps sending the invoice.	Check the fiscalisation settings and, if needed, click Retry fiscalisation.
rejected	The Tax Administration rejected the invoice. The reason is shown in the invoice details.	Fix the cause, then click Retry fiscalisation.
cancelled	The invoice has been cancelled with a storno.	Issue a new invoice if needed.

Who can do what

Action	Owner	Manager	Staff
Turn on, set up and turn off fiscalisation	yes, on the web only	no	no
Enter an employee's OIB	yes	yes	no
Issue an invoice	in the name of any employee with an OIB	in the name of any employee with an OIB	only in their own name, if their OIB is entered
Cancel an invoice with a storno and retry fiscalisation	yes	yes	no
Resend an invoice by email	yes	yes	only an invoice they issued themselves
See invoices	all	all	invoices issued in their name and invoices for their appointments
Exports for the accountant	yes	yes	no
Edit the KPR header and request access to the Codevo Fiskal portal	yes	can only view the header	no

Where to find things

Place	What you do there
Settings → Fiscalisation	You turn on and set up fiscalisation (owner only).
Employees → Edit	You enter the OIB in the OIB (for invoices) field.
Calendar → appointment	In the Appointment detail panel, you issue and cancel the invoice for the appointment and follow its status.
Invoices in the menu	You review invoices, issue a New invoice and (owner and managers) download the Exports for the accountant.
Client profile, Invoices section	You see that client's invoices.
The Appointa Pro app	You issue and cancel invoices and retry fiscalisation on the go. See Appointa Pro.

Frequently asked questions

Do I have to stop using my cash register?

No. Appointa works alongside any cash register and doesn't need to be connected to it. Invoices from Appointa are an option, not an obligation.

Does Appointa charge my clients?

No. You take the money at your salon as before. Appointa only issues the invoice for that payment and states the payment method on it.

Do I pay extra for fiscalisation?

No. It's included in the price of the Pro and Premium plans. The business bears the cost of the FINA certificate. More on this on the Obligations and pricing page.

Are these the same invoices as the ones under Billing?

No. Under Billing are the invoices Appointa issues to you for your subscription and SMS packages. This chapter is about the invoices you issue to your clients.

What happens if I switch to Starter?

Issuing new invoices is suspended, and the Invoices item disappears from the menu. Issued invoices stay saved: you see a client's invoices on their profile, and all invoices and reports in the Codevo Fiskal portal. When you return to Pro or Premium, issuing resumes by itself. See Turning fiscalisation off and on again.