Frequently asked questions
Short answers to the questions we hear most. For step-by-step guides, see the help centre.
General
What is ToLogistiko?
Invoicing, accounting and customer management for businesses in Cyprus, in one private online workspace. You use it in your browser; there is nothing to install.
Is my data kept separate from other businesses?
Yes. Every workspace has its own web address and its own separate database, hosted in the EU.
Does it work in Greek?
Yes. The app, your documents and the emails to your customers can be in Greek or English, and each customer can receive documents in their own language.
Is there a free trial?
Every plan starts with a 15-day free trial.
Can I change plan later?
Yes. Contact us and we move your workspace to the new plan; your data stays where it is.
Can my accountant use it?
Yes. Add your accountant as a staff user with the permissions you choose, or export reports for them. The Pro plan also suits accountants who manage several companies.
Invoicing
Can I set up recurring invoices?
Yes. Any invoice can repeat every month, quarter, year or on a custom schedule, and each new invoice is created and emailed automatically.
Can I invoice in currencies other than euro?
Yes. Euro is the default, and you can add other currencies for customers who pay in them.
Do customers get reminders for unpaid invoices?
Yes. Overdue reminders can be sent automatically when an invoice passes its due date.
Estimates
Can customers accept an estimate online?
Yes. They open it in their customer portal and accept or decline it there, and you can ask for a signature on acceptance.
What is the difference between an estimate and a proposal?
An estimate is a priced list of items. A proposal is a longer document with text, images and pricing, for bigger jobs.
Do I have to re-type an accepted estimate as an invoice?
No. One click converts it to an invoice with every line, tax and discount.
Payments
Can I record partial payments?
Yes. Record deposits or instalments and the invoice shows as partially paid until the balance is settled.
Does the customer get a receipt?
Yes. You can email a PDF payment receipt as soon as you record the payment.
Can I see which invoices are still unpaid?
Yes. Unpaid, partially paid and overdue invoices show on your dashboard and in the reports.
Expenses
Can I attach receipts?
Yes. Attach a photo or PDF of the receipt to each expense.
Can I re-bill an expense to a customer?
Yes. Mark it billable to a customer or project and add it to their invoice.
Can expenses repeat automatically?
Yes. Set an expense to recur and it is added on schedule.
Accounting & reports
Are reports included in every plan?
Yes. Sales, income, expense and tax reports are in Starter, Business and Pro.
Which plan has full accounting and bookkeeping?
The Pro plan, which also covers up to 10 companies in one account.
Is it suitable for accountants with many clients?
Yes. One Pro plan covers up to 10 companies. Each company gets its own workspace, and you switch between them from your account.
Customers & leads
Can leads come in from my website?
Yes. Web-to-lead forms turn website enquiries into leads automatically.
Can I customise the pipeline stages?
Yes. Create the lead statuses and sources that match how you sell.
Do customers get their own login?
Yes. The customer portal shows them their invoices, estimates and shared files.
Projects & tasks
Can I bill time to a customer?
Yes. Invoice project hours or task hours directly from the project, or bill a fixed price.
Can the customer see the project?
Yes, if you enable it. They follow progress in their customer portal.
Which plans include projects?
Projects, tasks and time tracking are in the Business and Pro plans.
Support
Can the knowledge base be public?
Yes. Articles can be public or visible only to logged-in customers.
Which plans include support ticketing?
Support ticketing is in the Business and Pro plans.
Contracts
Can customers sign contracts online?
Yes. They read and sign the contract in their customer portal.
Will I be reminded before a contract expires?
Yes. You are notified before the end date so you can renew in time.
Which plans include contracts?
Contracts and subscriptions are in the Business and Pro plans.
AI Scan & Fill
Does the AI save anything by itself?
No. It only fills the form. You review every value and save the expense or payment yourself.
Is the document stored?
The document is sent to the AI service only to read it and is not stored by Scan & Fill. You can choose to attach the receipt to the expense.
Which plans include AI Scan & Fill?
The Business and Pro plans.
Didn't find what you were looking for?
Email us or call us and we'll answer as soon as we can. Mention your workspace name so we can help faster.