Frequently asked questions
Direct answers about Tallyo.
These answers describe the current product and avoid promises about unfinished plans, pricing or future features.
What is Tallyo?
Tallyo is a straightforward invoicing and business-records workspace for small businesses and independent operators.
Who is Tallyo for?
It is designed for UK sole traders, freelancers, consultants, tradespeople and small service businesses that create quotes and invoices.
Can I use Tallyo in a browser?
Yes. Tallyo works in supported modern browsers on phone, tablet and computer.
Can I install Tallyo?
Yes. The app can be installed on supported devices for quick access. Authenticated business records still require an internet connection.
Does Tallyo work offline?
The app shell can open offline, but you need an internet connection to sign in and access or update authenticated business records.
Can I create quotes as well as invoices?
Yes. You can create quotes and convert a quote into an invoice when the work is agreed.
How do recurring invoices work?
You choose a schedule for an invoice. Tallyo can create future invoices and, when you enable it for that schedule, email them automatically.
Can Tallyo send overdue reminders?
Yes. Reminders are opt-in for each invoice, so they are only scheduled when you choose to enable them.
Can customers pay an invoice by card?
Yes. Connect your own Stripe account in Account settings. Eligible invoices can then include a secure card-payment link. Stripe handles processing and payouts directly with your business; Stripe fees apply and Tallyo does not add an application fee.
How do I track payments?
Record full or partial payments against an invoice, including the date and an optional reference, so the remaining balance stays clear.
Is there a free trial?
No. The Free Invoice Maker can be used without an account, while Tallyo Pro is the paid invoicing workspace.
How much is Tallyo Pro?
Tallyo Pro is £8 per month or £80 per year. The annual option saves £16 compared with paying monthly for a year.
Can I use Tallyo on my phone?
Yes. The interface adapts to supported phone browsers and can be installed for quick access.
Can I export my records?
Yes. Tallyo can create a structured account export and offers Excel export for document lists.
How do I get support?
Use the Help Centre for common tasks or email main@tallyo.co.uk for help with your Tallyo account or service.
Does Tallyo replace accounting software?
No. Tallyo helps with invoicing and business records, but it is not a full accounting suite and does not prepare tax returns.
Ready when you are
Bring your invoicing work into one clear workspace.
Create professional documents, track payments and spend less time repeating the same setup.
