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

Payment method, info and notes

From within the invoice you can add the following: Payment by Fiskl Payments, Stripe, Paypal or cash If you are connected to Fiskl Payments or one of the other Payment Integrations (see Payment Integration section for more information), the relevant checkbox will automatically be checked giving your client the ability to pay by credit card. If you prefer to be paid by another method, for example, cash, simply uncheck the check box. Payment Info If you haven’t already saved your payment information in Company Settings then you can add your account details and payment terms here. It’s also possible to edit any information by just clicking in the field. Notes If you have saved any notes for your invoices then this … Read more

Payment Integrations

As well as getting paid by cash you can also choose to get paid using the payment gateways, Fiskl Payments (powered by Chase), Stripe and Paypal.  This keeps the whole payment process online and is makes it easy for both you and your customer. Hover over or click on your company name and then go to Integrations.

Setting up a Stripe account

Start accepting credit, debit, and other payment methods for your online business in minutes. Stripe works with Fiskl to process payments from your customers and makes sure you get paid fast. Once you have selected Integrations, you will be taken to a screen with the option to connect to Stripe. Click on Connect to Stripe button to be taken to the Stripe Account Activation form on their website. Complete all relevant information. Click on Authorise access to this account. You are then ready to go.

Connect to an existing Stripe account

To connect to your Stripe account, go to “Integrations” in the main menu: Simply click on Connect to Stripe. Enter your credentials. Click on connect my Stripe account and its all connected.

Connect to your Paypal account

Once you have selected Integrations, you will be taken to a screen with the option to connect to your Paypal account. Click on Connect to Paypal by the Paypal logo to be taken to the Add Paypal form, enter your Paypal email address and then click “Add Paypal” You are then ready to go.

Invoice settings

Once you have opened a new invoice, click or tap on the settings icon at the top of the screen to access your Invoice Settings. Here you can change your default language for your invoice PDF, change the total currency, select your payment integrations, change your tax settings and create recurring invoices.