Quotes
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 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.
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.
Managing discounts on quotes and invoices
Toolcie allows you to manage discounts and other price reductions on your quotes and invoices in several different ways. You can add discounts per line item, or to groups of line items (overall discounts).
Why is the total amount including tax not displayed?
If your quote or invoice does not show the total amount including tax, check the following points: 1. Enable tax management at the application level Make sure you have enabled tax management via the main menu: "Settings > Taxes". Once enabled, add at least one tax. 2.
How do I do a bulk export with invoices or quotes?
Toolcie allows you to do a bulk export of your invoices or quotes. To export invoices or quotes, in the corresponding section, check the boxes for the documents that you want to export, then click on the export button .
How to add terms and conditions of sale to quotes and invoices?
It is possible to easily add your terms and conditions of sale to your quotes and invoices using the Toolcie software. You can do this in two ways: By adding a PDF document as an attachment By adding footer text
How do I change the status of an invoice or quote?
At any time, you can manually change the statuses of your documents, including canceling an invoice, changing its status to sent, or adding confirmed status to a quote.
How do I change the currency of a quote or invoice?
You can change the currency of a quote or invoice in editing mode by clicking on the contextual menu then on the settings button. You can also change this setting by default so that your new quotes and invoices will automatically be configured…
How do I add an attachment when sending a quote or an invoice?
You can add one or more attachments when sending a quote or invoice. You have three options to do so: Import the attachment directly into the email Insert the attachment into the email body as a link Incorporate the attachment into the PDF file of the document 1.
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