Create a new product or service

From the Product & Services menu you can create a new product or service. You will then be asked to complete the following (not all fields are mandatory): Name: This is the name of your product or service. Unit: This is the unit of the product or service, eg: “Pack of 6 bottles” for a single unit – “litre” or for service “hour”. Currency: This is selected by default using the information provided in company settings. To change the currency for this particular product or service, click on the down arrow next to currency. Price/rate: This is the price of the product or service per unit. Invoice specific Tax: This is the tax type, ie, No Tax, Standard, Multiple or Compound which is … Read more

Create an expense

Using Intelligent Learning software on your mobile, Fiskl allows you to capture and attach receipts to your expenses no matter where you are. Attach your receipts If you used your mobile to capture your receipts then some of the fields will already be pre-filled. Vendor: Company that you’re sending the quote/invoice to. Date: This is the date when the item was purchased. Category: To help you identify where your money is being spent, tap on the down arrow to select a category relating to the type of expense. Currency: By default this is the currency which was selected in Company Settings, to change this just tap on the down arrow to make your selection. Expense Total: This is the total of your expenses inclusive … 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

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

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

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

Add new product or service to your invoice

To add a new product or service You will then be asked to complete the following (not all fields are mandatory): Type: This is autofilled with either Product or Service. Name: This is the name of your product or service. Unit: This is the unit of the product or service, eg: “Pack of 6 bottles” for a single unit – “litre” or for service “hour”. Currency: This is selected by default using the information provided in Company Settings. To change the currency for this particular product or service, click on the down arrow next to currency. Price/rate: This is the price of the product or service per unit. Invoice specific Tax: This is the tax type, ie, No Tax, Standard, Multiple … Read more