Get Paid Faster with Professional Invoices
Tallie makes invoicing simple. When a job is complete, create a professional invoice, send it to your client with one click, and track every payment until you’re paid in full.
What You’ll Learn
- How invoices fit into the Tallie workflow
- Creating invoices from completed jobs
- Sending invoices via email to your clients
- Tracking payment statuses
- Collecting payments on-site and online
The Tallie Workflow
Invoices are a key step in the Tallie pipeline:
Estimate → Approval → Job → Completion → Invoice → Payment
Once you complete a job, you create an invoice for the work performed, send it to your client, and collect payment. It’s that simple.
Why Invoicing Matters
Getting paid on time is the lifeblood of your business. Tallie helps you:
- Look professional - Clean, branded invoices that reflect your business
- Get paid faster - Email invoices directly to clients with payment links
- Stay organized - Track what’s owed, what’s paid, and what’s outstanding
- Save time - Create invoices from completed jobs with all details pre-filled
How It Works
- Complete a job - Mark the job as completed when the work is done
- Create an invoice - From the job detail page, click Create Invoice to generate an invoice with all the job details pre-filled
- Review and customize - Adjust line items, add discounts or taxes, set a due date
- Send to your client - Email the invoice directly from Tallie
- Collect payment - Track payments as they come in
You can also create standalone invoices from the Invoices page if you need to bill for something outside the normal job flow.
What About Deposits?
Deposits are handled separately from invoices. When you create an estimate, you can include a deposit request. The client pays the deposit before work begins, and it’s tracked on the estimate. Invoices are for billing after the work is done.
Invoice Statuses
Every invoice has a status that tells you where it stands:
| Status | What It Means |
|---|---|
| Draft | Invoice is being prepared, not yet sent to the client |
| Sent | Invoice has been emailed to the client |
| Partial | Client has made a partial payment |
| Paid | Invoice is paid in full |
| Void | Invoice has been cancelled and is no longer valid |
Quick Stats Dashboard
The Invoices page shows you key numbers at a glance:
- Total Invoices - All invoices you’ve created
- Outstanding - Total amount owed to you (sent + partial)
- Paid - Total amount you’ve collected
- Total Value - Combined value of all invoices
Getting Started
Ready to create your first invoice? Start here:
- Creating Invoices - Build invoices from completed jobs or from scratch
- Sending Invoices - Email invoices to clients
- Payment Links - Let clients pay any amount online
- Tracking Payments - Record and monitor payments
Tips for Getting Paid On Time
- Send invoices promptly - Don’t wait. Send as soon as work is complete.
- Collect deposits upfront - Use deposit requests on your estimates to get money before work begins.
- Set clear due dates - Clients pay faster when there’s a deadline.
- Follow up - A friendly reminder can speed up slow payers.
- Use payment links - Make it easy for clients to pay online.