How to Use Tolteck

14 articles in this collection
Written by Amanda and John

How to Create a Professional Quote & Invoice with Tolteck

Tolteck allows you to create professional, customized quotes & invoices in just minutes! Simply follow the steps below to get started today.

Written by John
Updated over a week ago

Adding Items to a Quote or Invoice

Learn how to easily add itemized or non-itemized charges to your quote or invoice

Written by John
Updated over a week ago

How to Customize your Document Header

This article will help you customize your document header, for professional quotes & invoices that reflect your company brand.

Written by Amanda
Updated over a week ago

How do I Verify my Email Address?

Having trouble finding your account verification email? Read on!

Written by Amanda
Updated over a week ago

How to Send a Quote or Invoice via Email

This article will show you how to easily send quotes and invoices directly to clients via email.

Written by John
Updated over a week ago

How to create a Tolteck Shortcut on all of your devices / Download the App

Access Tolteck directly from your PC, Mac, tablet or smartphone by creating a shortcut on your homepage!

Written by John
Updated over a week ago

How to Export Data from Tolteck

This article will show you how to easily export your data from Tolteck to import to your accounting software or send to your accountant.

Written by John
Updated over a week ago

How to Create a Deposit Invoice

Tolteck allows you to convert a quote to an invoice in just 1-click! Learn how in 3 easy steps.

Written by John
Updated over a week ago

Adding or deleting a signature image within your quotes or estimates

In order to save more time, Tolteck allows you to add or eliminate, with a single click, an image with your signature on your quotes .

Written by John
Updated over a week ago

Creating a signature image for your Tolteck quotes or estimates

Tolteck allows you to add an image with your signature at the end of the document. This article will show you how to get one.

Written by John
Updated over a week ago

Add users on your Tolteck account

How to add users with their own login credentials and own access rights?

Written by Amanda
Updated over a week ago

Add your Logo to your Quotes & Invoices

Adding a logo helps give your documents a polished look and strengthens your brand

Written by Amanda
Updated over a week ago

How to Create a Progress Invoice

Tolteck allows you to create a progress invoice in just 1-click! Learn how in 3 easy steps.

Written by Amanda
Updated over a week ago

How to Change the Signature Line on your Quotes & Invoices

This article will show you how to easily update the name displayed on the signature line of your future quotes and invoices

Written by Amanda
Updated over a week ago