Add/Change deposit, discount or currency
You can easily apply or change a discount and deposit to your invoice as well as change the currency of your invoice total.
Add, change or view discount or currency applied to your quote
You can easily apply or change a discount to your quote as well as change the currency of your quote total.
Preview and send your quote
Once you have completed your quote, you can easily preview and send your quote. Preview your quote Create a link for your quote If you would like to text or email your customer with a link to their quote, 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 quote by email Press send 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: Add a space at the end … Read more
Edit your quote and change status
From the quote list you can edit your quote and change its status.
Setting up Fiskl Payments
Fiskl Payments is the newest hassle-free way for you to accept both credit card payments online and bank transfers for all your invoices. Fiskl Payments is currently available to users in the US and Canada. The person who signs up must be a financial representative of your company and must be an account holder on the bank account you plan to receive your funds into. Its easy to set up Click on your company name at the top left of the screen and select Integrations. Once you have clicked on “Connect” simply enter your name, email address and password and click on “Grant Access”, you will then receive a verification email from “Fiskl via WePay”, click on “Confirm your email” … Read more