Write quotes and invoices with ToolTime
Everything you need to know about writing quotes and invoices with ToolTime
20 articles
- Managing services and materials: The catalogueEverything you need to know about ToolTime’s catalogue
- Store text templatesFind out here how to store and use different text templates for quotes and invoices.
- Customer, invoice & quote numbersLearn how to customise and edit customer numbers as well as invoice and quote numbers.
- Advanced article searchEverything you need to know about finding the right articles when creating documents
- Create mixed services in quotes and invoicesEverything you need to know about creating mixed items in quotes and invoices, to simplify your internal costing
- Discounts, early payment discounts and credit notesFind out how to grant discounts and credit notes in your invoices and quotes
- Copy quotes and invoices across projectsEverything you need to know about copying quotes and invoices within or across projects
- Creating a delivery noteLearn how to create a delivery note from a quote or invoice
- Creating quotes: Ways to draft a quoteLearn how to create quotes from appointments, in or outside a project
- Edit quotes: DraftsEverything you need to know about the most important quote components, such as quote details, items, and introductory and closing texts
- Alternative and contingent servicesFind out how you to add alternative and contingent services to your quote
- Quote statuses: Draft, Pending, Accepted, Rejected & InvoicedEverything you need to know about quote statuses
- Create order confirmationsFind out how to easily create order confirmations
- Creating invoices: Ways to draft invoicesEverything you need to know about creating invoices from appointments and quotes, or how to create independent invoices
- Edit invoices: In draft modeEverything you need to know about the most important invoice properties and components, such as invoice type, services, and items
- Create deposit invoicesFind out how to invoice partial services and create a final invoice
- Create interim invoicesFind out how to invoice (interim) services that have already been completed and create a final invoice.
- Deleting and cancelling invoicesEverything you need to know about deleting and cancelling invoices
- Invoice Statuses: Draft, Unpaid, Paid, Overdue, Cancelled and RefundedEverything you need to know about the different invoice statuses and how to keep track of your invoices
- Deposit (partial) paymentsFind out how to deposit (partial) payments and keep track of your outstanding payments