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How to Use Tolteck
How to Use Tolteck
16 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
Archive my projects
This tutorial will show you how to archive and unarchive your projects
Written by
John
Updated over a week ago
Change the style of your estimates and invoices!
Discover how to change the appearance, color and even density of your documents on Tolteck with just a couple of clicks!
Written by
Amanda
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