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 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.
How to enable the SEPA payment QR code (EPC) with Toolcie
Toolcie supports the SEPA payment QR code (EPC). Your clients pay an invoice by scanning it from their banking app. Depending on your country, it is enabled automatically or needs to be turned on manually from your payment methods.
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
Electronic invoicing is available in France in Toolcie. This article answers the most common questions about activating it and how it works.
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.
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.
Calculating margins and managing costs
Toolcie lets you assign costs to each line item on your quotes and invoices. These costs reflect your expenses. For example, for a product, the cost might be the tax-excluded purchase price, packaging costs, or delivery costs.
How do I complete a bulk import and export of contacts?
Toolcie allows you to do a bulk import and export of your existing and prospective customers. Before starting Here is what you need to know before starting this process: To carry out this process, you must use a spreadsheet in an application such as Microsoft Excel or Google…
How do I complete a bulk import and export of items?
Toolcie allows you to do a bulk import and export of your products and services. Before starting Here is what you need to know before starting this process: To carry out this process, you must use a spreadsheet in an application such as Microsoft Excel or Google Sheets, saved or…
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.
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.
Understanding the dashboard
The dashboard displays various information related to your account over a selected period of time, such as the progress of quotes and invoices, best customers, and more. How quote and invoice status changes are handled The statuses "Sent", "Rejected", "Accepted", and "Unpaid"…
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 .
Why can't I find my quotes, invoices, contacts, or items anymore?
Sometimes, you may no longer find certain documents like your quotes, invoices, contacts, or items. Here are the 5 possible reasons: An email address can be associated with multiple accounts.
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