Support
Getting started
The first hour in tobbli is studio details, one client, and a document you can send. This page is the walkthrough — not a list of short answers.
- 1
Fill in the studio before you bill
Open workspace settings and add the name, address, VAT ID, default tax mode, language, and currency you invoice in. Those values print on every new document until you change them.
- 2
Add a client, or bring a list in
Create a client with billing address and locale, or import clients and catalog items from CSV or Excel. Address, VAT ID, and language then flow onto documents so you are not retyping them.
- 3
Open Documents and start an invoice
From Documents, create an invoice, pick the client, and add line items. Choose a template and the language the client should read. The live preview is what they receive.
- 4
Send when the preview is right
Send from the editor when totals, tax, and wording look correct. After you send, the invoice locks so the record stays trustworthy — corrections go through a credit note.
What must be true before the first send
Bank details, legal lines, and a tax mode belong in settings, not in a last-minute edit on the PDF. If you skip them, every later invoice inherits the gap. Set the defaults once, then override per client only when that client is actually different.
One client versus a spreadsheet
Typing a single client is enough to send today. Import is for when names, VAT IDs, and catalog items already live in a file. After import, open one record and check address and locale before you send a real document.