To add a new expense to your invoice: If you used your mobile to capture your receipts then some of the fields will already be pre-filled. Vendor: Company that you’re sending the quote/invoice to. Date: This is the date when the item was purchased. Category: To help you identify where your money is being spent, tap on the down arrow to select a category relating to the type of expense. Currency: By default this is the currency which was selected in Company Settings, to change this just tap on the down arrow to make your selection. If the selected currency is different to the Invoice total then the exchange rate will appear under the item on the Invoice. On web, you can change the exchange … Read more
You can easily add a new mileage to your invoice manually or using Google. Use Google Maps Use your odometer or enter manually Other information You’ll be asked to enter the following information (not all fields are mandatory): Name: This is the name you assign for your trip. Date: Date of your trip. Mileage unit: This is by default your mileage unit (km or m) which you entered in your preferences, this can be changed by clicking the down arrow to select preferred option. Currency: This is by default your currency which has been entered into your Company Settings, this can be changed by clicking the down arrow to select preferred currency. Mileage rate: This is by default the mileage rate you entered in your … Read more
From within your invoice, you can easily add your new time: Name: This is the name of your piece of work (eg Project support). Total time: Enter the total time you would like to bill in HHH:MM. Date: Click on the calendar to select the date for when your time started. Billing unit and rate: This is in hours by default. Currency: This is by default your currency which has been entered in Company Settings, this can be changed by clicking the down arrow to select preferred currency. Price/rate: This is auto-filled from your User Preferences. To change simply type in the field. Advanced options: This contains a few extra fields which may only be required occasionally, to open, click on the down arrow: Invoice specificTax: This is … Read more
You can easily apply or change a discount to your quote.
Once you have completed your invoice, you can easily preview and send your invoice. Preview your invoice Create a link to send to your customer If you would like to text or email your customer with a link to their invoice, click on “Actions” on your desktop or tap on the two green lines above the send icon on your mobile to select “Copy link”, this will copy into your device clipboard. Send your invoice by email Press send via email button to bring up the email screen: To: this will be pre-filled with the client details you entered when you added your client to Fiskl, this can be easily changed by editing the field. To add an additional email. … Read more
Its easy to edit your time item directly or those that have already been attached to an invoice.
From the invoice list you can edit your invoice and change its status.
Products and Services is a great place to store all the details of the products you sell or services you provide to your clients. It also allows you to add them directly to a new or existing invoice. Click on Products and Services from the main menu to see your list of products/services, this list shows the product name, type (product or service), and price. Select your product or service, from here you can easily search, filter, add new, duplicate, view, delete, export and duplicate your product or service. It’s also quick and easy to add your product or service to a new or existing invoice.