Help center and knowledge base
Quickly find answers to your questions about Toolcie.
Best practices to improve your email deliverability
Email deliverability is a key factor in ensuring that your quotes, invoices, and other communications reach your clients properly. Here are some best practices to follow to optimize message delivery. 1.
How to set up your email sending provider
Toolcie allows you to send your quotes, invoices, and other emails using different email providers. This guide explains how to choose and configure the sending method that best suits your needs. 1.
Subscribing to a plan with bank debit
You can subscribe to a Toolcie plan using a delayed payment method, such as bank debit. ⚠️ Your subscription is activated only once the payment has been received . Processing times depending on the payment method: SEPA Direct Debit : between 6 and 9 business days ACH Direct…
Electronic invoicing in France
The electronic invoicing reform in France is approaching. Many of you have been asking us questions about it. This article addresses the most common questions about the availability and operation of this feature in Toolcie.
Electronic invoicing with Toolcie
Electronic invoicing is progressively becoming mandatory in many countries. Toolcie supports you in this transition by allowing you to send and receive electronic invoices simply and securely through various exchange networks like Peppol.
Invoice date error when finalizing – what to do?
If you get an error message stating that the document date must be greater than or equal to the last finalized document, this article explains why and how to resolve the issue. What does a "finalized" invoice mean?
How do I delete a company account?
You can delete a company account with all associated data (quotes, invoices, contacts, items, users, etc.) at any time. To do so, go to "Settings > General", then click on "Delete company account".
How do I create a deposit or balance invoice from a quote?
Toolcie allows you to create invoices from a quote. Invoices can be for deposits, balances, or totals. To do this, go to the page listing all quotes and estimates, then click on the contextual menu located on the right then click “Convert to invoice” .
Edit an item on a quote or invoice
Edit an item on a quote or invoice When you add a product or service to a quote or invoice, you can edit it at any time. There are two ways to edit an item: On the document itself In the item database Editing the item on the document itself lets you change fields such as price,…
How to accept installment payments?
Installment payment, also known as "Buy now, pay later", is a payment method that allows merchants to sell their products to customers who wish to pay in multiple installments.
How to accept online bank transfer payments?
The advantages of online bank transfer payments Toolcie allows its users to accept online bank transfer payments through an integration with Stripe, an online payment platform.
How do I accept payments by payment card?
You can give your customers the option to pay you directly online by payment card. To do so, while in editing mode for your invoice, add or edit the selected payment method, activating “Online payment”.
How do I change the reference numbers of quotes and invoices?
To change the format of the reference number for future quotes and invoices, go to Settings > Quotes/Invoices from the main menu. In the Reference number format field, you can edit how reference numbers are generated.
How do I create a recurring invoice?
Recurring invoices are useful when you bill some of your customers at regular intervals. For example, this can apply to subscriptions or maintenance. Toolcie lets you create recurring invoices.
How do I customize a layout template for my quotes and invoices?
With Toolcie, you can fully customize layout templates for your quotes and invoices. Among other things, you can customize the following: fonts for text and titles colors of text, backgrounds, and borders font size placement of page elements, or hide them backgrounds for the…
How do I edit an invoice or quote that’s been finalized?
A document with a status other than “Draft” cannot be edited. However, you can change the status back to “Draft” by clicking the current status, then selecting “Draft.” Once this is done, you’ll be able to edit the document again.
How do I install new layout templates for my quotes and invoices?
With Toolcie, you can install as many layout templates as you like. 15 ready-to-use templates are available to help you get started. Once a layout template has been installed, you can edit it however you want.
Understanding the operation of quote and invoice numbering
Operation Toolcie manages document numbering differently in draft and final modes. When you create a new document, a provisional reference number is assigned. Once the document is finalized (status change, sending, downloading, etc.), the definitive reference is generated.
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