Getting started
How do I start?
Create an account, confirm the business name shown to reminder recipients, add a contact and invoice, then review the reminder timing before sending.
How do accounting connections work?
Connect Xero, MYOB or QuickBooks Online from Settings. Tockly imports customers and unpaid sales invoices using read-only requests. Use Sync now to refresh them. When the accounting system reports an imported invoice as paid, Tockly updates it and stops further reminders.
Can I add an invoice manually?
Yes. Choose Add invoice, select or create a contact, enter the invoice details and choose the upcoming and overdue follow-up settings. You can attach the original invoice.
Can customers pay an invoice online?
Yes. Connect your business Stripe account under Online payments in Settings. Tockly adds a secure Pay invoice link to reminders, where customers can pay by card, Apple Pay or Google Pay when available. Stripe sends the money directly to your business, and Tockly stops reminders after payment is confirmed.
Reminders
Who does a reminder come from?
By default, reminders use the business's Tockly reminder address and replies go to the account email. A business can instead open Settings, choose Manage sender and connect Microsoft 365 or Google so reminders come from its own approved business address.
What is the default timing?
By default, Tockly prepares an upcoming-payment reminder one day before the due date and a single overdue reminder on the fifth day of the month after the invoice was due. Individual invoices can use another available frequency or no follow-up.
What can a recipient do?
A recipient can report payment, promise payment within an available period or query the invoice. Those responses are recorded against the invoice for the business to review.
Are email opens exact?
No. Email privacy features can block or automatically load tracking images. An open is useful supporting information, not proof that the recipient personally read the reminder.
Accounts and data
How do I change the business name in reminders?
Open Account details and update Business name. The saved name is used in the sender, subject, message heading and sign-off.
How do I disconnect an accounting system?
Open Settings and choose Disconnect beside the accounting connection. This stops future access. Imported open invoices remain until you delete them or they are paid. Paid invoices are automatically deleted from Tockly 30 days after payment is recorded.
How is my password stored?
Tockly does not store readable passwords. Passwords are uniquely salted and hashed using PBKDF2 with SHA-256.
Still need help?
Email contact@tockly.ai with the business name and a brief description of the problem. Never email your password or complete card details.