01
Billing setup guide
Map services, rates, terms, and payment methods before your first invoice goes out.
TALLY RESOURCES
Resources
Articles, notes, and templates for running cleaner client billing.
client billing
Learn the habits behind Tally
Guides, product notes, and templates for cleaner invoices, client records, retainers, and payment follow-up.
02
Customer stories
Short examples of how studios and consultants use Tally to keep billing visible.
03
Invoice templates
Reusable structures for retainers, deposits, hourly work, and fixed-fee projects.
Latest posts
From the Blog
Billing notes worth keeping
Get practical updates on client work, invoicing, retainers, and payment follow-up.
Practical billing notes, at most once a week. Read the Privacy Policy.
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.