Send your first invoice
Add a client, pick a template, set the payment terms and send. The walkthrough takes eight minutes and ends with a test payment link you can open yourself.
Help center for Tallyhook invoicing
Find the answer before your invoice is due.
Tallyhook Help collects every guide for sending invoices, taking card and bank payments, filing sales tax and managing your team. Each article is written by the support agent who answered the question first, and each one carries the date it was last checked against the product.
How support is run
- Median first reply on weekdays
- 38 min
- Articles, each re-checked every quarter
- 214
- Of chats solved without a hand-off
- 96%
- Support agents in Lisbon and Austin
- 6
Three places most people begin
Payments, payouts and fees
See when a card payment lands in your bank, why a payout is held for review and how the fee on each invoice is calculated, with worked examples for every currency.
Teammates and permissions
Invite a bookkeeper with view-only access, hand a project to a colleague or close an account when someone leaves. Every role is listed with what it can and cannot touch.
Search the help center
Type a word from your problem, or narrow by topic. Open an answer to read it without leaving the page.
8 articles
Choose the client's currency on the invoice, not in your account settings. Tallyhook shows both amounts, locks the exchange rate when the client opens the link and pays you in your own currency the next working day.
Open the invoice you want to repeat, choose Make recurring and pick a day of the month. You can approve each draft before it goes out, or let it send itself and receive a copy.
Cards clear in one to two working days, and first payments from a new client can be held for a short review. The invoice stays pending until the bank confirms, and you get an email the moment it does.
Open the paid invoice, choose Refund and enter an amount. The fee on the original payment is not returned, and the client sees the money in five to ten days depending on their bank.
Turn on tax rates for the states where you have nexus, and Tallyhook adds the right rate to each invoice. The quarterly report lists totals per jurisdiction in the format most filing portals accept.
Go to Reports, choose the tax year and export. You get a spreadsheet of every invoice, payment and fee, plus a PDF summary that matches the totals in your dashboard.
Invite them under Team with the Bookkeeper role. They can read invoices, payments and reports and download exports, but cannot send invoices, change bank details or invite anyone else.
Add the new account, confirm the two small test deposits and then make it the default. For your protection, payouts pause for 48 hours after a bank change and we email the account owner.
When the articles are not enough
- 01
Write to us with the invoice number
The form below sends your message to a person, not a bot. Add the invoice or payment number and we land on the right record on the first read.
- 02
An agent answers within the hour
Weekday messages get a first reply in about forty minutes. Anything about money that has not arrived is moved to the front of the queue.
- 03
The answer becomes an article
If your question was new, the agent writes it up and links it from the search. That is how most of the two hundred articles above came to exist.
From people who wrote in
“I asked why a payout was held on a Friday evening and had a clear answer with the review reason before I had finished my coffee.”
“The sales tax article walked me through nexus state by state. My accountant asked which tool made the quarterly report and I said the help center.”
“Our bookkeeper has view-only access because an article told us exactly what that role can see. No guessing, no call needed.”
Short answers
What hours is support open?
Chat and email run Monday to Friday, 08:00 to 20:00 Eastern. Messages sent outside those hours are answered first thing the next working day.
Can I speak to someone by phone?
Yes, on the Studio and Business plans. Ask for a callback in the form below and an agent rings you within two hours.
Do you help with moving from another invoicing tool?
We import clients, products and open invoices from a spreadsheet and check the totals with you before anything is sent to your customers.
Where do I report a payment that looks fraudulent?
Write to support with the word fraud in the subject. These messages go straight to the payments team and are read within fifteen minutes, every day.
Write to support
Describe what you were trying to do and what happened instead. Attach a screenshot if it helps; an agent replies by email the same working day.