Getting started

Are you wasting valuable time on invoicing, expensing, and sorting the finances for your business? Then look no further, Fiskl will help you take your business to new heights! Designed with a ‘mobile first’ approach Fiskl enables you to manage your business from your pocket!  It is available in 110 countries, has the ability to invoice in 60 languages along with a multitude of features, here’s just a few: Manage users: Assign permission rights to your team and your accountant. Invoices: Get paid faster with Fiskl Payments and integrations with Stripe and Paypal. Recurring invoices:  Never forget to send your regular invoices again. Quotes: Create a quote and quickly convert it to an invoice. Expenses: Scan your receipts whilst on … Read more

Signing Up

Signing up to Fiskl couldn’t be easier, either go to the app on your mobile or visit https://my.fiskl.com/ Choose how you would like to connect to Fiskl If connecting by email, simply enter your email address, click on continue, create a password, and then on the next screen you’ll be asked for your company name. To get you off to a quick start, you can enter some basic information which will be used across the app. Select your industry Add your default currency Enter your company address At the next step, you can make your invoices your own by adding your logo or choosing one from our libryar So that you get paid faster, the next screen enables you to connect … Read more

Permission levels/user roles

Business Owner:  Can create and see all items, clients and invoices across all users in the business, manage users and can access subscription and billing  Admin:  Can create and see all items, clients and invoices across all users in the business and manage users  Billing user:  Can create and view all items, clients and invoices that the user has raised  User:  Can create and view items (time, mileage and expenses) that the user has raised.

Adding a new user

Tap on the green plus icon on your mobile or “Invite new members” on the web to add a new user. Email address:  This is the email address for the new user. First name: This is the first name for the new user. Last name:  This is the surname for the new user. Assign role:  Click on the small down arrow to select from a list of roles (permission levels), these are: Owner, Billing user and Admin. Inviting the user:  If you wish to save and send an invite to the user, press send at the bottom of the screen. The new user will receive an email asking them to create a password to access the account, you will then … Read more

Default rate for mileage

Within Preferences you can set your default mileage and travel unit: Mileage rate:  This is your rate per mile/kilometre, the figure will always be the currency already pre-selected in Company Settings. Click on the field to enter the rate, this gives you the option to enter a rate with 4 decimal places. Travel unit:  To select your preferred travel unit, tap on the small down arrow to select KM or Miles.

What’s new

View or edit exchange rates 07.04.2020 If you invoice in multiple currencies, the exchange rate, which is automatically applied, is clearly shown on the invoice. On web, you can manually change the rate by clicking on the exchange rate under price/rate. Cc support for emails 17.03.2020 If you need to send additional copies of your invoice then you can simply Cc as well as Bcc them on emails. You can set default Cc in clients too. Stripe India support 17.03.2020 Stripe India required additional verification of shipping address which has now been built into the invoice. Zapier App released 17.03.2020 The first version of our Zapier MVP has been released. We’d love to know what you think as your feedback … Read more

Your day

Your day gives you a snapshot of your tasks/events or important notifications for the day, along with a calendar and list of the next 4 upcoming tasks/events. Simply tap on “Your day” on your mobile or click on home on your desktop to view your day, here you can also add new tasks or mark them as complete. Mark your tasks as complete: Click on the selector button and the text will be struckthrough and deleted. Add new task: Click on “add new task”, type details of your task in the open field.