What is Tockly.ai?
Tockly.ai helps small businesses create and send invoices, offer online payment where enabled, follow up unpaid accounts and keep customer responses in one workspace.
Can I create invoices in Tockly?
Yes. Create invoices with customers, line items and payment details in Tockly, then review and send them. You can also bring existing invoices into the follow-up workspace.
Does Tockly send invoice reminders itself?
Yes. Tockly can send reminders directly by email and SMS rather than relying on an accounting platform to send them. Supported connected-email options can also be used where available.
Where can I use Tockly?
Tockly is designed for businesses worldwide. Pricing can be displayed using a visitor's approximate location, and regional business details are supported where available.
Does Tockly work with Xero, MYOB and QuickBooks Online?
Xero, MYOB and QuickBooks Online connections can import supported customer and unpaid-invoice information and upload sent Tockly invoices. Payment-status updates stop reminders when an imported invoice is reported as paid. MYOB connects to a supported online company file and uploads sent Tockly invoices with individual lines, quantities, prices and matching tax codes. Xero and QuickBooks also receive the original invoice PDF; MYOB uses its own invoice layout. Connection features vary by provider.
Can I use Tockly without accounting software?
Yes. You can create customers and invoices directly in Tockly, attach an existing invoice and manage payments and reminders without connecting an accounting platform.
Can customers pay online?
Where the business has enabled Stripe payments, customers can use a secure payment link on a Tockly invoice or reminder. Available payment methods depend on the business and customer device.
What happens when a customer responds?
A customer can report that an invoice is paid, promise payment or raise a query. Tockly records the response and adjusts the follow-up status so the business can decide the next action.
Can Tockly record payments and overpayments?
Yes. Tockly records full and partial payments. An overpayment creates customer credit that can be applied to another invoice or recorded as refunded.
Can Tockly generate customer statements?
Yes. Business accounts can generate customer statements showing invoices, payments, credits, opening balances and closing balances.
What is Tockly Equine?
Tockly Equine is a specialist Tockly workspace for equine businesses, including horse records, ownership shares, daily charges, procedures, updates and owner invoicing.
Is Tockly.ai connected to Tockly.co?
No. Tockly.ai is the invoicing and follow-up platform operated by Tockly Limited. It is separate from the consultancy cost-tracking software operating on Tockly.co.
Capture, dictation and saved photos
Use Capture to propose charges from a work note or worksheet, or dictate an invoice. Check names, items, quantities, prices and tax before saving or sending. Equine worksheets have saved review history and source-photo controls; saving a photo is separate from sending it for analysis.
Calendar subscriptions and notes
Create dated notes in Tockly and subscribe to selected entries in Apple Calendar, Google Calendar or Outlook. Edit entries in Tockly; refresh timing depends on your calendar app. Anyone with the subscription link can access the selected feed, so keep it private and disconnect it if exposed.
Languages and invoice wording
Choose a language using the header control and save it as your default if you wish. General and Equine invoice labels use the saved invoice language. Your customer names, notes and descriptions stay as entered. Some specialist or preview screens and generated documents may still display English.
What does a recovery handover do?
It prepares a summary of the invoice, communications, call notes and recorded customer responses for you, with the invoice attachment where available. It does not appoint a collection agency or lawyer. Review the summary and decide whether and to whom to forward it.
How can I permanently delete my account?
The account owner can open Account details and choose Delete account. Read the confirmation carefully and export invoices, files and audit history first. This affects the workspaces using that account, stops reminders and cancels its subscriptions. Subscription cancellation alone does not delete data. Recovery copies and legally required records follow the Privacy Policy. Contact contact@tockly.ai if you cannot access the deletion control.
What is available in Tockly Equine and TocklyVet?
Equine adds horse and owner records, care history, daily charges, worksheet review, ownership-split invoicing, departure passports, stable reports and printable templates. TocklyVet is an invitation-only practice trial covering patients, clinical records, appointments, hospital tasks, diagnostics, stock and billing. Specialist access and billing are separate from the standard Tockly plans.