In Fiskl, you can send quotes in 60 pre-set languages (see Available languages section within this guide), if you would like to switch between languages for your quotes then you can change it by going to Quotes Settings within your new or existing quote. Click on the settings icon at the top of your new quote screen, select “Language and currency”. Tap on the down arrow to bring up the list of 60 languages in addition to any that you may have already added or customised within Company Settings, select your preferred language. Tap on Save on your mobile or just continue with creating your quote on desktop and your language will automatically be applied to your quote.
You may have already entered your default tax settings in Company Settings, however it’s possible to also change this at quote level. To select your tax type within your new quote: Click on the settings icon at the top of the screen to go to Quote Settings and select Tax Settings, here you can click on the drop down arrow to select your tax type. Multiple Taxes Add an item to your quote, to apply multiple taxes simply click on “Add Invoice Specific Tax” on the web, or mobile select “add taxes”, the following options will appear, for multiple taxes make sure Simple is selected, you can then add upto 4 taxes. If you wish to remove one of the … Read more
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.
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.
It’s easy to delete, duplicate, resend or create a link for your quote.
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:
Within the quote list you can easily search, filter and view your invoices.
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