Fiscalisation

This guide provides an operational overview of QuickTill fiscal device setup, fiscal days, receipts, notes, queues, and troubleshooting.

Fiscal requirements are legally sensitive and can change. Follow the current instructions from your tax authority and authorised fiscal provider. Use this guide for operating the QuickTill screens, not as tax or legal advice.

Access requirements¶

Fiscalisation appears only when:

• The tenant has the fiscal entitlement.
• Fiscalisation is enabled for the business.
• The user has the required role.
• The backend and device configuration support it.

Initial fiscal setup¶

Open Settings & Customization > Fiscalization.

Complete the setup in the order shown by the fiscal dashboard:

1. Register or select the fiscal device.
2. Load device configuration.
3. Confirm taxpayer and branch details.
4. Configure or synchronize tax definitions.
5. Install or validate the required certificate.
6. Run available connection and configuration checks.

Do not manually change identifiers, certificates, or tax values without authorised source information.

Device registration¶

1. Open the device-registration screen.
2. Enter the approved device and taxpayer information.
3. Submit registration once.
4. Record the returned device identifier and status.
5. Continue only when the dashboard shows a valid registered configuration.

If registration status is uncertain, check the dashboard and logs before submitting again.

Configuration and tax¶

The configuration screens can display device details and tax definitions.

• Confirm each tax name, ID, and percentage.
• Map product tax treatment to an authorised tax definition.
• Refresh configuration after the tax authority or backend changes it.
• Test receipts for normal, zero-rated, and exempt items where applicable.

Open a fiscal day¶

A fiscal day may need to be open before fiscal receipts can be issued.

1. Open Fiscalization or use Open fiscal day from POS actions.
2. Review the device and previous-day status.
3. Select the open-day action.
4. Wait for confirmation.
5. Return to POS only after the day is shown as open.

Do not open multiple fiscal days to work around a synchronization problem.

Fiscal sales receipts¶

Complete the POS sale normally. QuickTill maps the order, payments, taxes, buyer details, and receipt totals into the fiscal workflow.

After payment:

• Confirm the sale was accepted or queued.
• Retain the receipt reference.
• Print the fiscal information and verification details when required.
• Review the pending fiscal queue when the authority is temporarily unreachable.

Buyer details¶

When the customer requests a tax invoice:

1. Select or enter the customer.
2. Enable the tax-invoice or fiscal-buyer option where shown.
3. Enter the buyer's correct legal and tax details.
4. Confirm them with the customer before payment.

Do not reuse another customer's tax identity.

Credit notes¶

Use a fiscal credit note to reduce or reverse an original fiscal receipt.

1. Find and open the original receipt.
2. Select the credit-note action.
3. Select eligible items and quantities.
4. Enter the reason.
5. Confirm tax and payment effects.
6. Post once and retain the new reference.

Debit notes¶

Use Create Debit Note when an authorised increase must reference an original invoice.

1. Select the original receipt or invoice.
2. Add the supported lines or amount.
3. Confirm buyer and tax details.
4. Enter the reason.
5. Post and retain the debit-note reference.

Pending fiscal queue¶

Open the pending-queue screen to review documents waiting for submission.

• Confirm the document type and local reference.
• Restore connectivity.
• Run the supported fiscal synchronization action.
• Review the result before retrying.
• Check whether the authority accepted the document under another response.

Do not delete queued fiscal documents unless an authorised recovery procedure confirms it is safe.

Close a fiscal day¶

1. Complete cashier synchronization and cash-up.
2. Confirm no unresolved fiscal queue items remain, unless the approved offline procedure allows them.
3. Open the close-day screen.
4. Review fiscal totals.
5. Confirm the close action.
6. Save the close-day result and reference.

The cashier session and fiscal day are related controls but are not the same record.

Logs and diagnostics¶

Use fiscal logs to capture:

• Device and fiscal-day state.
• Submission timestamps.
• Receipt or note references.
• Authority response codes.
• Queue and retry status.

Do not share private keys, certificate passwords, access tokens, or complete credentials.

Common problems¶

Fiscal menu is missing¶

Check entitlement, tenant configuration, role, and whether fiscalisation is enabled.

Fiscal day is not open¶

Open it from the fiscal dashboard or POS action. If the server and device disagree, inspect logs before another attempt.

Receipt remains queued¶

Restore connectivity, verify device registration and certificate state, then use the fiscal sync workflow once.

Tax is rejected¶

Refresh authorised tax configuration and confirm the product tax mapping. Do not alter totals after payment to force acceptance.

Fiscal checklist¶

• [ ] Device is registered.
• [ ] Certificate is valid and protected.
• [ ] Tax configuration is current.
• [ ] Fiscal day is open before sales.
• [ ] Buyer details are confirmed.
• [ ] Notes reference original documents.
• [ ] Pending queue is monitored.
• [ ] Cashier and fiscal closing are completed.
• [ ] Sensitive credentials are never shared.