Tallyo guide
Review income recorded in Tallyo
Use Income Insights to understand recorded invoice income, then prepare an Income Pack for a chosen period and currency.
Step by step
- 1
Open Finances
Choose the business-wide view or open a customer to focus on the income connected to that customer.
- 2
Choose a period and currency
Tallyo keeps currencies separate and shows only the records that match your chosen view.
- 3
Review the figures
Compare invoiced, received, outstanding and overdue amounts using the charts and the exact written values beside them.
- 4
Prepare an Income Pack
Choose the period and currency, review the included record count, then download the reconciled files and readable PDF summary.