Help center and knowledge base
Quickly find answers to your questions about Toolcie.
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.
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.
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