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Write quotes and invoices with ToolTime
Everything you need to know about writing quotes and invoices with ToolTime
16 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.
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 quotes: Ways to draft a quoteLearn how to create quotes from appointments, in our outside of a project
Editing draft quotesAll the important things you need to know about quotes, e.g. quote details, organising line items, as well as your opening and closing texts
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