You searched for tax - Page 3 of 4 - Knowledge Base

  • Apply reverse tax to invoice items

    If you need to have the tax included or excluded in the price then this can be done simply by toggling between the include or exclude icons. This works on all items in the invoice including multiple currency invoices, multiple and compound tax items.

  • 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. Default tax: You can set a default by clicking on the right arrow and selecting the required tax. … 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

  • Create Non-invoice income

    To record your Other income, simply, follow these quick and easy steps: From the main menu, select Non-invoice income. Recording income relating to non revenue generated income (eg. interest earned) To create a new entry, tap on the green button on your mobile or start entering details at the top of your desktop screen. Select the relevant Income category, eg Dividend income. Enter the amount, if you’d like to change the currency click on the currency icon. You can add a description and attach a file from your device or cloud storage, Save your Non-invoice income and it will be automatically assigned a name. Recording income relating to revenue generated sales (eg Service/Fee income) Follow the same steps as 1 … 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