Testing a new post

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Homescreen Overview

Homescreen The homescreen is the first thing you’ll see when you sign into Fiskl.  It gives you a picture of your company’s finances, upcoming payments, outstanding invoices, expenses, upcoming tasks and events plus much more. Your total sales graph This depicts your total sales for the last 6 months, by tapping on the line of the graph above the month, you can see the total sales for that month. Your day This is your plan for the day. On initial sign in, you can add your first task by clicking the green action button. If you have tasks or events already scheduled, click on the green action button to review.  Recent activity This shows what you have recently done on Fiskl. … Read more

Quotes

Creating quotes is a quick and easy way to provide estimates for your clients either by using the information you have already entered in Fiskl or adding fresh information for example a new client, product/service or an item such as mileage.  It automatically creates an quote which you can email to your client from the app. Once the quote has been accepted and you’re ready to bill your client, you can very quickly convert it to an invoice. It’s a great way to see all your quotes in one place along with the total amount of your quotes for the last 365 days with a breakdown of their status. From the Quotes menu on the sidebar you can bring up … Read more

Understand status’ of your quotes

Quote status’: All: All quotes (this tab is selected by default). Open: Quotes which have been created but not sent. Sent: Quotes which have been created and sent . Accepted: Quotes which have been accepted by the client. Rejected – Quotes which have been rejected by the client. To change an quote status: 

Create a new quote

To create a new quote, go to the Quotes menu item, tap on the plus icon on your mobile, or click on “Create new Quote” on the web.

Quote Settings

Once you have opened a new quote, click or tap on the settings icon at the top of the screen to access your Quote Settings. Here you can change the default language for your quote, currency and tax settings.