Turning on fiscalisation

Fiscalisation is turned on by the owner on the web, under Settings → Fiscalisation. The tab takes you through a list of steps and always shows the next step that's missing. Once the status shows Ready, you and your team can issue invoices. This page has all the steps in order, all the fields and the most common error messages.

Before you start

• You're signed in as the business owner. Managers and staff don't see the Fiscalisation tab.
• The business is in Croatia and on the Pro or Premium plan. A demo business can't turn on fiscalisation.
• You're working on the web. There's no setup in the Appointa Pro app, and until fiscalisation is ready, the app points you to the web: “Invoicing is set up on the web, under Settings → Fiscalisation.”
• You have at hand:
  • a FINA application certificate for fiscalisation (a .p12 or .pfx file) issued to the business's OIB (Croatian tax ID), and its password,
  • access to ePorezna (the Tax Administration's online service) to register the business premises,
  • the personal OIB of every employee who will issue invoices.

Overview of the procedure

1. Turn on fiscalisation: enter the taxpayer details and accept the Terms addendum.
2. Upload the FINA certificate.
3. For each location, enter the business premises code and the payment device code.
4. Enter the OIB of the employees who issue invoices.
5. Register the business premises in ePorezna and confirm it in Appointa.
6. Download the internal act, print it and sign it.

Step 1: Turn on fiscalisation

When you first open Settings → Fiscalisation, at the top there's the Fiscalised invoices card with a short description of the service and the What you need list. Below it is the Turn on fiscalisation form. Some of the fields are pre-filled with your business's details, for example from the Billing details on the Billing page. Check them, because they're printed on every invoice.

1. Check and complete the details.
2. Open the Terms addendum — fiscalisation link (it opens in a new tab) and read the document.
3. Tick I accept the Fiscalisation Addendum on behalf of the business.
4. Click Turn on fiscalisation.

Appointa then opens your business's account in Codevo Fiskal. When that's done, the tab shows the Setup list and the sections for the next steps.

The “Setup” list and status

At the top of the tab is the Setup list with the subtitle “Steps before the first invoice”. A finished step has a tick. Above the list it says Next step: … with a short explanation, and the Go to the step link takes you down to the right section of the page.

The label to the right of the list title shows the state:

Step 2: FINA certificate

1. In the FINA certificate section, click Choose the certificate (.p12 or .pfx) and select the certificate file.
2. In the Certificate password field, enter the password you set when downloading the certificate from FINA.
3. Click Upload certificate.

Once the certificate is uploaded, the message “The certificate is uploaded.” appears, and the tab shows the Holder, Serial number and Valid until fields. The file and the password go straight to Codevo Fiskal. Appointa doesn't store them.

If the upload fails, you have to enter the password again. The most common messages:

Certificate expiry

When 30 days or fewer are left until the certificate expires, the tab warns you: “The certificate expires soon (days left: …) — upload a new one in time.” While fiscalisation is turned on, the owner also gets an email 60, 30 and 7 days before it expires. You upload a new certificate the same way, through the same form.

Step 3: Business premises and payment device

The Business premises section has one row for each location of the business. The main location has the Primary label, and an inactive one has the Inactive label.

1. In the Premises code field, enter the code under which the premises are registered (or will be registered) in ePorezna, e.g. P1. Only letters and digits are allowed, up to 20 characters.
2. In the Device code field, leave the default code 1 or enter a different one. Only digits are allowed, up to 20 digits.
3. Click Save.
4. In the Save the codes? dialog, check the location, premises and device, then click Save codes.

The location then gets the Set up label, and from then on the codes are only displayed. The codes are part of every invoice number, e.g. 17/P1/1: the sequential number, the premises code and the device code.

Step 4: Employee OIB and operators

An invoice is always issued in the name of an employee with an OIB entered, who is called the operator. Their OIB goes to the Tax Administration with every invoice they issue.

1. Open Employees and click Edit for the employee.
2. In the OIB (for invoices) field, enter their personal OIB.
3. Click Save.

Appointa opens an operator code (OP1, OP2 …) for the employee in Codevo Fiskal, which is shown below the field, e.g. “Fiskal operator: OP1”. The OIB is entered by the owner and managers. The field appears when you edit an existing employee, not when you add a new one. So save a new employee first, then enter their OIB through Edit. More about employees on the Employees page.

The Operators section on the Fiscalisation tab shows the state of each employee:

The Enter the OIB on the employee link takes you to the Employees page.

Step 5: Registration in ePorezna

The Registration in ePorezna section (subtitle “Before the first invoice”) gathers all the details you need to copy into ePorezna:

1. In ePorezna, open Fiskalizacija → Prijava poslovnog prostora.
2. Register the business premises with the details from Appointa, including the software producer.
3. Go back to Appointa and click I have registered the premises in ePorezna.

Instead of the button, “Registration in ePorezna confirmed on …” appears with the date. If you clicked too early, click Undo next to that text.

Taxpayer details and default payment method

Once fiscalisation is turned on, you can edit the Taxpayer details section (“Printed on every invoice”) at any time:

You save changes with the Save details button. The button only becomes active once you change something.

Internal act and Codevo Fiskal portal

The Documents and portal section has two more things:

• Download the internal act downloads a PDF of the internal act on fiscalisation with your premises, devices and operators. Print it and sign it.
• Send me portal access sends a link to the Codevo Fiskal portal to your email, with the confirmation “The link was sent to your e-mail.” If you already have access, it says “You already have portal access.” with the Open the Fiskal portal link. In the portal you see all invoices and reports outside Appointa too.

The Documents and portal section stays on the tab even when fiscalisation is turned off.

Turning fiscalisation off and on again

1. At the bottom of the tab, in the Turn off fiscalisation section, click Turn off fiscalisation.
2. In the Turn off fiscalisation? dialog, click Turn off.

From then on, nobody in the business can issue an invoice until you turn fiscalisation on again. Issued invoices, reports and the portal stay available.

To turn it on again, in the Fiscalisation is off card, tick the acceptance of the Terms addendum again and click Turn on again.

If the business switches to the Starter plan, issuing is suspended in the same way, and the tab says “Issuing invoices is available on the Pro and Premium plans.” When you return to Pro or Premium, issuing resumes by itself. If you turned fiscalisation off yourself, you also have to turn it on yourself.

When something doesn't work

Frequently asked questions

Can a manager set up fiscalisation instead of me?

No. Only the owner turns on, sets up and turns off fiscalisation. A manager can enter employees' OIBs under Employees.

Can Appointa support set up fiscalisation instead of me?

No. Only the owner sets up fiscalisation, and only the business's staff issue and cancel invoices. If you get stuck, contact support.

Do I need a separate certificate for each location?

No. You upload one certificate for the business, and for each location you only enter the premises and device codes.

I entered the wrong premises code. What now?

A saved code can't be changed in Appointa, and the codes in Appointa and ePorezna must be the same. Align the registration in ePorezna with the code from Appointa, or contact support before the first invoice.

An employee has no OIB. Can they work?

They can take appointments as before, but invoices can't be issued in their name. The owner or a manager issues the invoice for their appointment in the name of another employee with an OIB.