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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