Tallyo guide
See what happened and when
Read a simple timeline of document, email, reminder and payment updates.
Step by step
- 1
Open the relevant document
Activity is shown in the context of the invoice, quote or credit note it belongs to.
- 2
Read the latest event first
Use timestamps and plain-language descriptions to understand recent changes.
- 3
Check payment and email details
The Payments and email sections show the related amount or delivery result.
- 4
Export when useful
Use the account export for a structured copy of the records currently associated with your account.