What is Tockly.ai?
Tockly.ai is invoice reminder and credit control software for small businesses. It organises unpaid invoices, sends payment reminders, records customer responses and keeps collection activity in one 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.
Is Tockly only available in New Zealand?
No. Tockly was founded in New Zealand and 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?
Tockly supports connections with Xero, MYOB and QuickBooks Online for customer and unpaid-invoice information. Connected accounting records remain controlled by the source accounting platform.
Can I use Tockly without accounting software?
Yes. You can add customers and invoices manually, attach the original invoice and manage reminders without connecting an accounting platform.
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 invoice reminder and credit control platform operated by Tockly Limited. It is separate from the consultancy cost-tracking software operating on Tockly.co.