Help Centre

Clear guidance for the work you want to finish.

Use focused, step-by-step guides based on the current Tallyo product.

Ask

Use Tallyo Helper

Ask questions in your own words and get answers grounded in reviewed public Tallyo guidance, without account access.

Create invoices, quotes and credit notes

Choose the right document, add customer and line-item details, then send or download it.

Online card-payment availability

Connect your own Stripe account, create customer card-payment links and keep confirmed payments with the invoice.

Set up recurring invoices

Choose when repeat invoices are created and whether a saved schedule emails automatically.

Choose when overdue reminders are sent

Review overdue invoices and opt in only the documents you want Tallyo to follow up.

Understand payment status

See recorded payments and the remaining balance against the relevant invoice.

Protect your Tallyo account

Add authenticator-app protection, keep recovery codes safe and choose the right sign-out option.

Check document email delivery

Understand what Tallyo records when a document email is accepted, delivered or cannot be sent.

Use activity history

Follow document, email, payment and refund events without treating the history as a certified audit log.

Install Tallyo on a supported device

Add Tallyo to a phone, tablet or computer for quick access while keeping the internet requirement clear.

Install Tallyo

Keep Tallyo close on supported devices.

Installation adds a convenient app icon. It does not make authenticated business records available offline.

Chrome on desktop

Open Tallyo, choose the install icon in the address bar, then confirm Install.

Microsoft Edge

Open Tallyo, choose Apps from the browser menu, then select Install Tallyo.

Android Chrome

Open the browser menu and choose Install app or Add to Home screen.

iPhone Safari

Tap Share, choose Add to Home Screen, then confirm Add.

iPad Safari

Tap Share, choose Add to Home Screen, then confirm Add.

Open the complete installation guide →

Contact support

Need help from a person?

Email main@tallyo.co.uk with a clear description of the problem. Never send your password, authenticator code, recovery codes, card details or bank details.

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.

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