Invoices
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 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” .
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 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 create a credit note?
To create a credit note, go to the page listing all of your invoices, then click on the contextual menu for the invoice in question, then click “Convert to credit note” .
Managing invoice reminders
How invoice reminders work When an invoice is in “Sent” status, the due date automatically appears on the page listing all invoices in a visual format . When you hold the cursor over it, the number of days remaining before the due date appears.
How do I cancel an invoice?
From an accounting perspective, we recommend creating a credit note to cancel an invoice. You can also consider an invoice to be canceled by marking it with the status “Canceled”.
How to create an invoice with the Swiss QR Code
In Switzerland, “QR-bills” replaced the red and orange payment slips on June 30, 2020. As a creditor, you can easily issue your invoices with Swiss QR Codes using Toolcie. Before configuring Toolcie this way, you must already have a standard Swiss IBAN.
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