Tallyo guide

Record deposits and payments

Record money received, see the amount still to pay and understand when an optional card-payment link is available.

Step by step

  1. 1

    Open the invoice

    Use its Payments section to add money you have received by bank transfer, cash or another agreed method.

  2. 2

    Record a deposit or part-payment

    Add the amount and date. Tallyo updates the amount still left to pay.

  3. 3

    Record the final payment

    Add the remaining amount so the invoice clearly shows as paid.

  4. 4

    Connect your payment account

    Open Account settings to connect or manage your Stripe account. Tallyo shows when card payments and payouts are ready.

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