Even more customization for quotes and invoices

Even more customization for quotes and invoices

24 December 2020

We’ve worked on quotes and invoices to make them even more customizable.

You can now :

  • add new units (hours, quantity, flat fee, etc.)
  • add new types of documents (quote, estimate, invoice, etc.)
  • add new statuses (sent, approved, 1st reminder, etc.)
  • show or hide the author of the document

As a reminder, this year, we also launched the option to create quote and invoice templates.

You can now add, modify, or delete units, types of documents or statuses directly in editing mode by clicking on the dropdown menu for the element in question, then clicking on Settings icon Manage.

Add a status in a quote or an invoice

 

Other articles

Swiss “QR-bills”

Payments in Switzerland are evolving and going digital. Starting June 30, 2020, across Switzerland, the red and orange payment slips will be replaced by “QR-bills.”

Listing of services

In addition to products, Toolcie can now list your services on quotes and invoices.