How money moves from your client into your books. One payment method is fully automatic, the others are honest about the single click or file import they need. This page says exactly which is which.
Tally Assistant collects invoice payments through a one-click PayPal button in every invoice, and automatically detects PayPal payments, flipping the invoice to PAID and creating the linked income transaction. Bank transfers, cash, and checks enter your books through your bank file import or one manual click, and payment screenshots from Venmo, Cash App, Wise, Alipay, and WeChat Pay become transactions via OCR. Overdue invoices get escalating reminders on day 1, 7, and 21, and multi-currency payments convert to your base currency at daily rates.
Only PayPal payments update automatically. Cash, checks, and wire transfers always need one manual status click, and bank-transfer payments only appear after you import the bank file. Cards are not accepted directly, only through PayPal.
Describe the work in one sentence and the AI builds the invoice with line items, tax, and a PayPal payment button. Send it by email with the PDF attached.
The client clicks 'Pay with PayPal' and pays in their chosen currency. Or they pay by bank transfer, and the money shows up in your next bank file import.
A PayPal payment flips the invoice to PAID and creates the linked income transaction automatically. Every other payment type is recorded by import or one manual click.
Past the due date, the invoice shows OVERDUE and reminders go out on day 1, day 7, and day 21. The client payment history shows exactly who pays late and who pays on time.
Payments in other currencies keep their original currency and convert to your base currency at the daily rate, so your reports have one consistent bottom line.
Every status change, reminder sent, and manual mark is recorded in the append-only audit log, so the payment story of any invoice can be reconstructed later.
The default online path. Clients click 'Pay with PayPal' in the PDF or email and pay in seconds. Payments are detected automatically and the invoice flips to PAID on its own.
You add your bank details to the invoice. The client pays their bank, and the transaction enters your books when you import the bank file. It is matched and categorized like any other incoming transfer.
Cash, checks, and any payment that never touches PayPal: one click marks the invoice PAID and creates the linked income transaction. Honest by design, the record shows which invoices were marked manually.
Venmo, Cash App, Wise, Alipay, WeChat Pay, or a bank app confirmation. Screenshot it, upload it, and the OCR creates the transaction with the amount, date, and currency it reads from the image.
One thing to know up front: only PayPal payments are detected automatically. Everything else depends on your import or one manual click. We say this on the invoice page too, because a status that lies is worse than a status that asks for one click.
Every guide states the platform's real export options, including the ones that are missing. Venmo has no CSV export, so its guide says so and shows the screenshot path instead.
Every invoice includes a 'Pay with PayPal' button, rendered in the PDF and the email. The client clicks it, pays through PayPal, and the payment is detected automatically. You can also add your bank transfer details or a Stripe payment link to the invoice, and those payments are recorded when the money arrives in your imported bank file.
PayPal payments made through the invoice button. When one lands, the invoice status changes to PAID and a linked income transaction is created automatically. Payments that never touch PayPal, like cash, checks, or wire transfers, need one manual status click. This is a real limit, and the invoice status always tells you which path was used.
Yes. Invoices can be issued in any supported currency, with the amount, tax, and payment link all in that currency. When the payment arrives, the income transaction keeps its original currency, and reports convert it to your base currency using daily exchange rates.
The status changes from SENT to OVERDUE on the due date, and reminders escalate automatically on day 1, day 7, and day 21 after that. You can turn reminders off per invoice. The schedule is fixed, not configurable per client.
No. Tally Assistant does not add any fee on top of client payments. PayPal applies its own standard merchant fees, which appear in your PayPal export and import as expenses, so they stay visible in your books.
Yes. Both payments import as income transactions matched to the same client profile, so the deposit, the balance payment, and any refund appear in sequence on one client record, alongside their outstanding invoices.