Create a new mileage item

You can easily create a new mileage by using Google maps or simply entering the details manually. Use Google Maps Enter manually or use your odometer Other information You’ll be asked to enter the following information (not all fields are mandatory): Name: This is the name you would like to give your mileage. Date: This is the date of your trip. Client: This is your client that you are assigning your trip to, select the down arrow for the list of your clients, you can also add a new client if it doesn’t appear by clicking on the add new button. For more details regarding adding clients, see Clients section in this guide. Mileage unit: This is by default your mileage unit (km or … 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

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

Set your accounting information

To help Fiskl manage your finances, add some information in Company Settings and the app will prefill fields across the app. Registration number: In case you wish to display your company registration number on your invoice you can add it here.  This is your registration number for your company and is country specific. Tax/VAT number: Enter your Tax/VAT number in case you are required by regulation to show it on your documentation. Add custom Tax ID label: If you need to display a different Tax label on your invoice, for example GST, ABN, then enter the relevant initials into this field and the initials will then automatically appear on the invoice before the clients Tax/VAT registration number. Fiscal year end: Click on 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. 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. If you wish to remove one of the taxes, … 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.

Quote Settings

Once you have opened a new quote, click or tap on the settings icon at the top of the screen to access your Quote Settings. Here you can change the default language for your quote, currency and tax settings.

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