Account & subscription
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…
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 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 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.
Should I list prices excluding tax or including tax?
We are often asked whether prices should be entered excluding tax or including tax , typically for products or services. The most important thing to consider is what happens if the tax (e.g., VAT) rate changes.
How do I show prices including tax or excluding tax?
Toolcie allows you to display the prices appearing on your quotes and invoices including tax or excluding tax. You can establish this setting for all new documents, but you can also change it for each document.
Why is reCaptcha asking me to complete a puzzle too often?
reCaptcha, developed by Google, is an essential tool to protect websites and applications from suspicious activities performed by robots or automated bots. Toolcie uses the invisible version of reCaptcha, which aims to make the user experience smoother by avoiding users to fill…
How to cancel my subscription?
You can cancel your subscription at any time. To do so, use the main menu "Settings > Subscription" and go to the "Settings" tab. Once in the settings, use the contextual menu to cancel your subscription.
The software’s compliance with VAT fraud prevention law
Toolcie complies with VAT fraud prevention law (Article 286 of the French General Tax Code). The software complies with the four main criteria, which are: Data unalterability Data security Data preservation Data archiving What do I need to do to activate this option in the…
How do I automatically add attachments to quotes and invoices?
Toolcie allows you to add attachments before and after the document. The attachments will be visible in the final PDF document, as well as online, with the “Share document” feature, for example.
Activating or deactivating the detailed display of taxes on quotes and invoices
You can activate or deactivate the detailed display of taxes on quotes and invoices on a case-by-case basis by clicking on the contextual menu then on the settings button.
Document templates
The document templates are used to boost productivity. They allow you to create quotes and invoices from a basic document that you’ve previously created. When creating a new document, you have the choice to create a blank (clean) document or to start from an existing…
How do I automatically add an HTML signature to emails?
You can automatically add an HTML signature to the emails about quotes and invoices that you send out through Toolcie. To do so, go to the personal settings of your account (link located on the upper right), then go to the “Signatures” tab.
How do I automatically add text to the footer of quotes and invoices?
You can automatically add text to the headers and footers of quotes and invoices when creating a new document. The text can then be edited in each document. You can add this text from the main menu “Settings > Quotes”.
Text library
What is the text library for? The text library allows you to create reusable text to save time later. You can insert text from the library when a text field has multiple lines. How do you use it?
Where can I find the invoices for my subscription?
To access the invoices for your subscription, use the main menu “Settings > Subscription”, then go to the “Invoices” tab. There you will find all invoices for your subscription.
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