Tallyo guide
Understand payment status
See recorded payments and the remaining balance against the relevant invoice.
Step by step
- 1
Open the invoice
The Payments section shows recorded entries and the amount still due.
- 2
Review the payment
Check the amount, date and note against your own payment records.
- 3
Correct mistakes carefully
Use a balancing entry and a clear note when a manually recorded payment needs correcting.
- 4
Check the balance
Confirm that the paid amount and remaining balance match your records.