Help center
Invoices & getting paid
Send invoices, record payments, nudge late payers and bill on repeat.
- Make and send an invoiceTap + and Invoice, pick the customer, add what you're billing for, save it, then tap Send invoice; your customer gets an email with a link and a PDF.
- Record a payment and mark an invoice paidWhen a customer pays, open the invoice, tap the paid button (like "Maya paid") and enter the amount, date and how they paid; it's added to your income for you.
- Nudge a customer who hasn't paidOpen the unpaid invoice and tap Nudge to email a friendly reminder with the invoice link; late invoices show up on Today.
- Add sales tax to an invoiceTurn on Charge sales tax on the invoice, type the rate, and mark which lines are taxable; set a default rate in your business profile.
- Set up recurring billingCreate a recurring charge (weekly to yearly) and Tallibook makes the invoice every time, as a draft for you to check or, on Pro, sent automatically.
- What your customer sees (the invoice link and PDF)Your customer opens a private link that shows the amount due, the due date and your How to pay text, with a PDF to download; no sign-in needed.
- Edit, duplicate, void or delete an invoiceEdit drafts and unpaid invoices from the invoice's … menu; delete drafts, and void a sent invoice (owners and admins) when the customer no longer owes it.
Still stuck?
Email us at hello@tallibook.com and tell us what you were trying to do.