Help center and knowledge base
Quickly find answers to your questions about Toolcie.
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 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 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.
How bundles of items work
You can create bundles of items, also called bundles of products and services. These bundles can be used in your quotes and invoices. There are two ways of adding a bundle to a document: Inserting just the bundle’s items Inserting the bundle with its items These two…
How do I add or remove units of measure on quotes and invoices?
You can add or remove the units of measure of your choice directly in editing mode for a quote or invoice by clicking “Manage” at the bottom of the units list. You can also access this setting directly from the main menu “Settings > Units”.
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 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.
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…
Does Toolcie have an application?
Yes, Toolcie has an app for smartphones, tablets, and computers. It is compatible with Windows, Mac, Android, iOS, Linux, and Chrome OS. Download the app
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 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”.
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…
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.
What’s the difference between the document templates and layout 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. Layout templates, on the other hand, are used to customize the appearance (i.e., the design) of your documents.
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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