TALLY FEATURES
Features
A closer look at the invoices, client records, time tracking, and payment follow-up inside Tally.
Trusted by studios, consultants, and independent teams
Everything client work needs after the kickoff call
Create clean invoices from saved services, billable time, tax rules, deposits, and retainers without rebuilding the same document every week.
Capture billable hours as they happen, review what is ready to bill, and roll approved time into invoices without spreadsheet cleanup.
Give each client a simple place for invoices, estimates, approvals, and receipts, so questions do not scatter across email threads.
Send payment links, reminders, and status updates automatically while you keep the relationship human.
The paperwork gets lighter when every job has a ledger
Tally gives every client, invoice, and hour a place to live. Teams spend less time hunting for payment status and more time finishing the work clients hired them for.
Design system tokens
Auth flow update
Onboarding survey
Dashboard redesign
API rate limiting
User permissions
Email templates
Search indexing
Mobile nav fix
A clear trail from work to payment
See client work, approved hours, draft invoices, due dates, and paid status in one place. Tally keeps the money side connected to the work that created it.
- Client profiles with projects, terms, and notes
- Billable time grouped by invoice readiness
- Payment links, receipts, and status changes
- Shared account context for the whole team
Financial records handled with care
Client billing data deserves practical protection. Tally keeps account access, payment details, and invoice history guarded while staying easy for the right people to use.
- Encrypted connections for account activity
- Role-aware access for teams and contractors
- Reliable backups for invoice history
- Clear controls for client-facing pages
Everything billing needs in one place
Move through the parts of Tally that connect client records, billable work, payment status, and support.
A clear view of every client account
See unpaid invoices, recent payments, logged hours, retainers, and client notes without switching tools. Tally gives teams the account context they need before they bill.
- Client account dashboard with live billing status
- Invoice, time, and payment summaries
- Recent activity across each client relationship
Before you move your billing over
Practical answers about setup, payments, data, and what happens if Tally is not a fit.
Create a workspaceMost teams can create a workspace, add a client, and send a polished invoice in the same sitting. Saved services and payment terms make the second one even faster.
Yes. Import clients from CSV or add them manually as you go. Each profile can hold invoices, projects, notes, and payment history.
Yes. You can bill fixed fees, deposits, recurring retainers, and tracked time from the same workspace, then keep every payment tied to the right client.
Invoices can include secure payment links for cards, Stripe, PayPal, or bank transfer instructions. Availability depends on your region and payment provider.
Start small, test the workflow, and cancel whenever you need to. If Tally is not the right fit, contact us within 14 days and we will make it right.
Give every client job a clean path to paid.
Start with one invoice, then bring over the clients, retainers, and payment follow-ups that currently live in too many places.