Toolcie

Toolcie is a software designed to simplify and streamline the invoicing process for businesses of all sizes. According to the vendor, Toolcie is suitable for freelancers, small businesses, service-based industries, retailers, and contractors. This versatile tool allows users to efficiently manage quotes, estimates, invoices, contacts, and items, providing detailed statistics and potentially boosting productivity for a variety of professions and industries.

Key Features

Quotes: According to the vendor, Toolcie allows users to create detailed quotes and estimates with customizable groups and subgroups. Users can customize the appearance of quotes to align with their company's brand. The vendor claims that Toolcie also offers online acceptance and e-signing of quotes for seamless client interactions.

Invoices: Toolcie enables users to easily generate professional invoices using customizable templates. The vendor states that users can provide online payment options to customers, set due date alerts, and send reminders when necessary. Users can also convert invoices into reminders or credit notes for efficient financial management.

Contacts: Toolcie allows users to manage professional contacts within the software, keeping track of customer information and communication history. Users can easily search and filter contacts for quick access. According to the vendor, Toolcie also provides the ability to categorize contacts into groups or tags for better organization.

Items: With Toolcie, users can efficiently manage products and services in one place. The vendor claims that users can utilize items in quotes and invoices, create bundles of items, and track product stock and inventory. Toolcie also allows users to import and export bulk lists of items using Excel/CSV files for seamless data management.

Reusable Document Templates: According to the vendor, Toolcie enables users to create reusable document templates for quotes, ensuring consistency and potentially saving time. Users can generate new versions or variations of existing quotes with automatic linking, simplifying the process of creating and updating quotes.

Preview in Real-Time: Toolcie allows users to preview quotes in real-time without generating a PDF, according to the vendor. This feature is said to save time and provide a convenient way to review and fine-tune quotes before sending them to clients.

Recurring Invoices: Users of Toolcie can create recurring invoices for customers invoiced at regular intervals, automating the invoicing process and ensuring timely payments, according to the vendor. This feature may be particularly useful for businesses with subscription-based services or recurring clients.

Detailed Revenue and Taxes Reports: Toolcie enables users to generate comprehensive reports that provide detailed insights into revenue and taxes, facilitating accurate accounting and financial analysis. According to the vendor, these reports help businesses stay organized and make informed decisions.

Partial and Installment Payments: Within the invoicing system of Toolcie, users can manage partial and installment payments, as well as discounts and fees, according to the vendor. This feature allows for flexible payment options and facilitates smooth transactions with customers.