Add new mileage to your quote

You can easily add a new mileage to your quote manually or using Google. Add using Google Maps Add using your odometer Add other information You’ll be asked to enter the following information (not all fields are mandatory): Name: This is the name you’d like to assign to your trip. Date: This is the date of your trip. Mileage unit: This is by default your mileage unit (km or m) which you entered in your preferences, this can be changed by clicking the down arrow to select preferred option. Currency: This is by default your currency which has been entered into your company settings, this can be changed by clicking the down arrow to select preferred currency. Mileage rate: This is by default the … Read more

Add new time to your invoice

From within your invoice, you can easily add your new time: Name: This is the name of your piece of work (eg Project support). Total time: Enter the total time you would like to bill in HHH:MM. Date: Click on the calendar to select the date for when your time started. Billing unit and rate: This is in hours by default. Currency: This is by default your currency which has been entered in Company Settings, this can be changed by clicking the down arrow to select preferred currency. Price/rate: This is auto-filled from your User Preferences. To change simply type in the field. Advanced options: This contains a few extra fields which may only be required occasionally, to open, click on the down arrow: Invoice specificTax: This is … Read more

Add new time to your quote

From within your quote, you can easily add your new time: Name: This is the name of your piece of work (eg Project support). Total time: Enter the total time you would like to bill in HHH:MM. Date: Click on the calendar to select the date for when your time started. Billing unit and rate: This is in hours by default. Currency: This is by default your currency which has been entered into your company settings, this can be changed by clicking the down arrow to select preferred currency. Price/rate: This is auto-filled from your User Preferences. To change simply type in the field. Advanced options: This contains a few extra fields which may only be required occasionally, to open, click on the down arrow: Invoice specific … 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 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 email” … Read more