Settings & Configuration
Configure Tallie to match how your business operates. From company branding to payment processing, settings help you customize the platform to work the way you need it to.
What You’ll Learn
- How to set up your company information and branding
- Configuring your business address and license number
- Setting up Stripe Connect to accept credit card payments
- Managing team members and their permissions
- Understanding your subscription and billing
- Customizing document numbering and default terms
Settings Overview
Tallie’s settings are organized into five main tabs:
Company Tab
Set up your company’s identity and location. This includes your company name, logo, business address, and license number. This information appears on all your estimates and invoices.
Preferences Tab
Customize how Tallie creates estimates for you. Set your work categories, default markup percentage, document numbering, and terms and conditions.
Team Tab
Invite team members and manage their roles. Assign admins who can manage everything, or members who focus on their assigned jobs. (Available on Pro plans)
Payments Tab
Connect your Stripe account to accept credit card payments directly from your invoices. Clients pay online, and funds go straight to your bank account. (Available on paid plans)
Account Tab
View and update your personal account details, including your name and email address.
Topics
- Company Information - Company name, logo, address, and license
- Payment Settings - Accept credit card payments
- Setting Up Stripe Connect - Step-by-step Stripe setup guide
- Tips & Card Fees - Accept tips and add a credit-card fee
- Team Management - Invite and manage team members
- Billing & Subscription - Plans, usage, and payment methods
Tips
- Fill out your company info first - Your company name and address appear on every estimate and invoice. Set these up before sending documents to clients.
- Upload a logo - A professional logo helps your estimates stand out. Tallie automatically compresses images, so don’t worry about file size.
- Set up Stripe early - Even if you usually accept checks, having the option to accept cards can help you get paid faster.
- Remember to save - After making changes, click the “Save Changes” button at the bottom of the page.