Accounting connections
Connect Xero, MYOB or QuickBooks Online to import customers and invoices, refresh payment status and upload sent Tockly invoices.
For teams that need shared access and deeper reporting.
Use your personalised sender across an email and SMS collection workflow. After the one-month free period, 50 SMS messages are included each month, with additional SMS to New Zealand destinations charged at NZ$0.20 each. SMS sent during the free period are charged at the applicable usage rate. Other destination rates will be shown before SMS is enabled.
Every plan includes Capture, Dictate, jobs, quotes and supplier bills. Choose by invoice volume, team access and reporting; reminder allowances are shown above.
Connect Xero, MYOB or QuickBooks Online to import customers and invoices, refresh payment status and upload sent Tockly invoices.
Photograph your work notes or speak the job details. Turn them into an editable invoice draft.
Record jobs, prepare quotes and create invoice drafts from accepted work. Your plan’s invoice allowance applies.
Record part payments and credits. Offer online payment after connecting and completing Stripe onboarding; payment-processing fees apply.
Record supplier bills and payments, and review sales, costs and cashflow from the records you enter.
Customers can report payment, promise payment or query an invoice using the links in a reminder. Responses pause routine follow-up for review.
Accounting software subscriptions and payment-processing fees are separate. Tockly Equine, TocklyVet and TocklyTime have their own subscriptions.
Capture accepts photos up to 8 MB each. Dictate accepts recordings up to 10 MB and transcripts up to 12,000 characters. Each tool allows up to 12 processing requests per minute per account. Your plan’s invoice allowance applies when you create invoices from drafts.