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Invoices and sales

Create and send an invoice

Add items, tax and a discount, then email it from TallyPip or send it yourself.

  1. 1Choose Create › Invoice and pick a customer (or add one).
  2. 2Add your items: description, quantity and price. Pick a saved item from Products and services to fill them in.
  3. 3Choose the tax for each item and, if you like, add a discount.
  4. 4Press Save and mark as sent. On the invoice's page, Send invoice emails it to your customer, or print it or save it as a PDF.

Save draft keeps it out of your books until it's sent. A sent invoice can be edited until it has a payment; editing updates your books.

Change the look (logo, colors, which columns show) in Settings › Sales.

Related

Still stuck? Send us a message (log in first), or email hello@tallypip.com.