Tallyo guide

See what has been paid

Record deposits, part-payments and final payments, then see the amount still left on the invoice.

Step by step

  1. 1

    Open the invoice

    The Payments section shows recorded entries and the amount still due.

  2. 2

    Add money received

    Enter the amount, date and a short note, such as deposit or bank transfer.

  3. 3

    Correct mistakes carefully

    Use a balancing entry and a clear note when a manually recorded payment needs correcting.

  4. 4

    Check the balance

    Confirm that the paid amount and remaining balance match your records.

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