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  • Delete multiple items or edit tax for quotes

    Using the web, you can change taxes or remove multiple line items in one go from within the quote line items section of your quote. Tick the relevant checkboxes and select “bulk edit”: To delete: Just click on “Delete from quote” To change tax: Click on “Edit tax” for your pre-populated list (as per your company settings) Select preferred tax, all the taxes in the selected lines will then be changed. To create a new tax, click on the down arrow, a pop up box will appear, type the name of your new tax/VAT and the percentage. Press save, your new tax will be shown in your tax list going forwards. It will also be applied to all selected lines. … Read more

  • Change the default quote tax settings

    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

  • Change the default tax invoice settings

    You may have already entered your default tax settings in Company Settings, however it’s possible to also change this at invoice level. To select your tax type within your new invoice: Click on the settings icon at the top of the screen to go to Invoicing Settings and select Tax Settings, here you can click on the drop down arrow to select your tax type. It’s easy to add your taxes within the invoice: Multiple Taxes Add an item to your invoice, to apply multiple taxes simply click on “Add Invoice Specific Tax” from your mobile, or web “Add taxes”, the following options will appear, for multiple taxes make sure “Simple” is selected, you can then add upto 4 taxes. … Read more

  • Manage your tax settings

    Within Company Settings you can create or remove taxes and customise how you show your tax on your invoice or quote, click on your company name at the top left of your screen, and select “Company Settings” from the main menu. Custom Invoice Tax Label: If you prefer to customise your tax label in the invoice or quote, then just enter the label name, for example GST, VST, HST, this will then appear in the relevant tax fields in the invoice sent to the customer. Tax type: You can set your tax type by default by choosing “No tax”, Standard, Multiple or Compound. Manage taxes:  Click on the small right arrow for a list of all existing Tax/VAT percentages. To edit … Read more

  • Delete multiple items and edit invoice tax

    Using the web, you can change taxes or remove multiple line items in one go from within the invoice line items section of your invoice. Tick the relevant checkboxes and select “bulk edit”: To delete: Just click on “delete” To change tax: Click on “edit tax” for your pre-populated list (as per your company settings) Select preferred tax, all the taxes in the selected lines will then be changed To create a new tax, click on the down arrow, a pop up box will appear, type the name of your new tax/VAT and the percentage. Press save, your new tax will be shown in your tax list going forwards. It will also be applied to all selected lines. If you … Read more

  • Other income

    As a business owner, there may be occasions when you receive income via different routes other than through invoicing, such as selling using online stores (eg Shopify or Etsy), over the counter sales, renting space or interest you’ve earned. This can be easily recorded and categorised in Fiskl so you can provide your accountant with full details of all of your income and keep track of the money coming in. If there are any fees incurred from your other income, these will be automatically added to your expenses. Simply, follow these quick and easy steps: From the main menu, select Other income Other income relating to non revenue generated income (eg. interest earned) To create a new entry, tap on … Read more

  • 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 UK, 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 … Read more

  • Add or Edit existing items to your quote

    From within your quote, you can easily add an item which you have already created: Edit an existing item: