To add a new product or service

  1. Tap “Add new item” within your invoice.
  2. Select the Product & Service icon this will take you to the Add new product/service screen.
  3. Select required product or service tab.
  4. Enter your information.
  5. To save your new product or service, tap save at the top of the screen. This will save in your Products and Services menu too.
  1. Click on the item type, Product or Service.
  2. Click on the down arrow for a list of products or services (depending on your type selection).
  3. Scroll to the end and select “Add as a new item”, this will bring up a pop up box for you to complete (not all fields are mandatory).

You can also add or edit the main details of your product or service directly in the fields within the invoice line items section.

You will be asked to complete the following (not all fields are mandatory):

  • Type: This is autofilled with either Product or Service.
  • Name: This is the name of your product or service.
  • Quantity (for this invoice): This is the quantity of units which you are charging on this invoice.
  • Price/rate: This is the price of the product or service per unit.
  • Currency: This is selected by default using the information provided in Company Settings. To change the currency for this particular product or service, click on the down arrow next to currency.
  • Sales Tax: This is the tax rate which will be automatically added to your invoice. If you haven’t set your default Sales tax in “Manage Taxes”, you can select a tax or tax group from the drop down list. See Manage taxes within this guide. Only taxes which relate to your default tax type will be listed. See Accounting Settings.
    • To create a new tax or tax group: click on “add new tax”, a pop up box will appear:
      • Create a single tax: Make sure Single tax is selected, add the tax name and rate. If it is a Sales tax select “Sales tax” and add the Tax number/ID and currency. Press create, your new tax will be shown in your tax list going forwards.
      • Create a Tax group: Select Tax Group, add Group name, select Tax type and taxes. Press create, your new tax group will be shown in your tax list going forwards.
  • Description: Free text field to add description of your product or service.
  • Unit: This is the unit of the product or service, eg: “Pack of 6 bottles” for a single unit – “litre” or for service “hour”.
  • Add supporting documents for your new product: Add a photo directly from your mobile or a document from your desktop or Cloud.
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  • Import photo:  You can import a product photo from your phone (you will be asked for permission for Fiskl to access your photos):
    1. Tap on the “Import photo button”, this takes you to your mobile photo album, select your photo and it’ll be added.
    2. Photos can be deleted by tapping on the delete icon. 
  • Take picture:  You can take a picture and upload it directly into the app (you will be asked for permission for Fiskl to access your camera):
    1. Simply tap on the “take picture” button, this goes directly to your phone camera (if you haven’t already granted Fiskl access to your camera – a pop up box will appear requesting access).
    2. Take photo, from here you can either re-take or use the photo, once you’re happy it’ll be added to your time details.

To add a document (eg Product specification), drag and drop or select files from your computer, if your document is a Microsoft Office document, convert it to a PDF before attaching it.  Supported files are:  .png, .pdf, .jpg.

Once complete, press save.

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