Tallyo guide

Use activity history

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

Step by step

  1. 1

    Open the relevant document

    Activity is shown in the context of the invoice, quote or credit note it belongs to.

  2. 2

    Read the latest event first

    Use timestamps and plain-language descriptions to understand recent changes.

  3. 3

    Compare with payment and email sections

    Provider-confirmed payments and delivery results also appear in their dedicated areas.

  4. 4

    Export when useful

    Use the account export for a structured copy of the records currently associated with your account.

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.

Create account Explore features

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