Decide whether Tallyo is right for your business.

Tallyo is straightforward invoicing software built around your business. It keeps customers, quotes, invoices, payments and repeat invoicing together.

It is designed for sole traders, freelancers, consultants, tradespeople and service companies that create quotes and invoices.

Yes. Tallyo works in supported modern browsers on phone, tablet and computer and can be installed for quick access. Authenticated business records require an internet connection.

Tallyo supports invoices, quotes and credit notes. When a customer accepts a quote, Tallyo keeps that quote and creates one linked invoice. It can also email the invoice if you chose that option before sending the quote.

A recurring invoice is a new invoice Tallyo creates on a schedule you choose, such as weekly or monthly. You decide whether each new invoice is emailed automatically or left for review.

An invoice is overdue when its due date has passed and money is still owed. Tallyo shows it in the overdue view, but sends reminders only for invoices where you turned reminders on.

Yes. Add a deposit, part-payment or final payment to the invoice and Tallyo shows how much is still left to pay.

Activity history shows when a document was created or sent, when reminders went out and when payments were recorded.

Income Insights shows invoiced, received, outstanding and overdue amounts from records in Tallyo, with accessible charts and written values. Currencies remain separate.

The Income Pack prepares reconciled income files and a readable PDF summary for a period and currency you choose. It is not an HMRC submission and does not include expenses or income received elsewhere.

Yes. Choose the Tallyo, Basic, Modern or Professional layout, then set your colour, logo position and whether item rows use alternating colours.

Yes. Continue with Google is available alongside email and password. Google provides the basic identity details needed to sign you in, and Tallyo does not receive your Google password.

Yes. Connect your own Stripe account in Account settings. Eligible invoices can then include a secure card-payment link. Stripe handles processing and payouts directly with your business; Stripe fees apply and Tallyo does not add an application fee.

Yes. Tallyo can create a structured account export and offers Excel export for document lists.

No. Tallyo helps with invoicing and income records connected to it, but it does not include expenses, income received elsewhere, profit, tax calculations, VAT liability or HMRC filing.

Use the Help Centre for step-by-step guidance or email [email protected] for help with your Tallyo account or service.