Tallyo guide

Online card-payment availability

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

Step by step

  1. 1

    Record payments today

    Use the invoice Payments section to record money received through an agreed route.

  2. 2

    Track part-payments

    Add each payment amount and date so the outstanding balance stays clear.

  3. 3

    Keep customer notes

    Use the payment note to identify the route or reference used.

  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.

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.