You searched for recurring - Knowledge Base

  • Edit a scheduled recurring invoice

    To edit a recurring invoice, go to Invoices within the main menu and click on the required scheduled invoice, simply change the status from “Scheduled” to Paused, the invoice is then ready for any changes. On Mobile simply click on the padlock and change status or on the web click on the status icon at the top of the opened invoice screen.

  • Duplicate a recurring invoice

    To copy a scheduled recurring invoice go to Invoices in the main menu, on mobile swipe left on the required invoice or on web click on the 3 horizontal green dots and select “Duplicate”, this opens a duplicate invoice, make any necessary changes and either “Save” to send later or “Start” to trigger the scheduled invoice.

  • Disable a recurring invoice

    If you no longer need the invoice to be recurring, simply: Go to the invoice within the invoice list, you’ll be taken to the invoice preview page, click on the padlock, to be able to edit the invoice. Click on the settings icon to go to Invoice Settings, select “Make Recurring”. At the bottom of the screen, select “Disable Recurring Invoice” and press save, this then returns you back to the invoice screen. Simply save the invoice which will change the invoice status to “Open”, tap on the open invoice to send to your client.

  • Create a recurring invoice

    You can easily create a recurring invoice which will be sent automatically or if you prefer, manually. Go to invoices on the main menu and click on the add new button. Assign a client to your invoice. Click on the invoice setting icon and select “Make recurring” For web users: Click on “Enable Recurring Invoice”. Enter the date when you’d like your first invoice to be sent. Using the drop-down arrow, select how often you’d like the invoice to be sent, or create a custom interval. If you would like to stop the invoices after a certain number have been sent, check the “Days remaining and edit it”. If invoices are ongoing, leave unchecked. If you need to change the … Read more

  • Recurring invoices

    To ensure you receive your regular payments, set up a recurring invoice and Fiskl will do the rest. Fiskl can either create and send automatically or if you prefer, you can create automatically and you’ll receive a notification for when your new invoice is ready to be sent so you can make any changes and send manually. Fiskl will keep you automatically informed of when your invoice is sent and when the next one is due, so you’ll get paid quicker. When setting up a recurring invoice, you can choose to automatically attach any unbilled items related to your customer, such as expenses, to future scheduled invoices.

  • What’s new

    Other Income 18.04.2020 If you don’t want to raise an invoice but record other income for example e-commerce sales or interest you’ve earned, then these can easily be recorded in Fiskl in the Other Income section. Chrome extension is live 09.04.2020 Fiskl’s Chrome Extension gives you a very quick overview of your business, showing your Total Sales, Profit, Revenue and Expenses, you can raise an invoice or expense or see your notifications, for example, who has just paid you. 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. … Read more

  • 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.

  • Understand status’ of your invoices

    Invoice status’:   All: All invoices (this tab is selected by default). Open: Invoices which have been created but not sent. Sent: Invoices which have been created and sent but haven’t reached their due date. Overdue: Invoices which have passed their due date. Paid: Invoices which have been paid. Partially paid: Invoices which have been partially paid Rejected: Invoices which have been rejected by the client. Paused: Recurring invoice which is waiting to be sent. Scheduled: Recurring invoice scheduled to be automatically sent.