Tally Assistant fits coaches who take deposits, sell programs in multiple currencies, and want unpaid balances chased automatically. Client profiles hold the full payment history, and reminders escalate on day 1, 7, and 21. Coaches needing client-relationship features like calendars or contracts should pair it with dedicated software.
Client management is payment-centric. Scheduling, calls, and contracts are not part of Tally Assistant.
Deposits, balances, and refunds import as transactions matched to the same client profile, so the full payment history of each program is one place.
Generate the balance invoice in the client's currency with a PayPal link, and let reminders escalate if it goes overdue.
Categorize income by program or month delivered, so reported profit matches actual delivery instead of lumpy prepayments.
Both payments import as income matched to the same client. The client profile shows the deposit, the balance payment, and any refund in sequence, with outstanding invoices visible at a glance.
Yes. Invoices can be issued in any supported currency with a PayPal payment link, and the payment converts into your reports at the daily rate.