How money moves from your client into your books. Stripe Connect card payments are fully automatic; every other path needs at most one manual step — a confirmation click or a file import. This page says exactly which is which.
Tally Assistant collects invoice payments through a Stripe Connect card link and a one-click PayPal button in every invoice. Stripe Connect card payments mark the invoice PAID and create the linked income transaction automatically. PayPal payments need one confirmation click; bank transfers, cash, and checks enter your books through a bank file import or one manual click. Payment screenshots from Venmo, Cash App, Wise, Alipay, and WeChat Pay become transactions via OCR. Overdue invoices receive automated reminders with an escalating tone, and multi-currency payments convert to your base currency at daily rates.
Stripe Connect card payments are automatic only after the freelancer connects Stripe. PayPal, cash, checks, and wire transfers all need one confirmation click. Bank-transfer payments appear after you import the bank file. Reminders run daily while an invoice is overdue; custom cadences and per-invoice pause are not supported.
Describe the work in one sentence and the AI builds the invoice with line items, tax, a PayPal button, and (if Stripe is connected) a card payment link. Send it by email with the PDF attached.
The client pays by card through Stripe or clicks 'Pay with PayPal', in their chosen currency. Or they pay by bank transfer, and the money shows up in your next bank file import.
Stripe Connect card payments confirm automatically and create the linked transaction. For PayPal, confirm receipt with one click and the invoice flips to PAID.
Past the due date, the invoice shows OVERDUE and reminders are sent daily while it remains unpaid, with the tone escalating over time. 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 and payment confirmation is recorded in the append-only audit log, so the payment story of any invoice can be reconstructed later.
Connect your Stripe account and every invoice gets a 'Pay by card' link. The client pays by card; the Stripe Connect webhook marks the invoice PAID and creates the linked income transaction automatically.
Clients click 'Pay with PayPal' in the PDF or email and pay in seconds. When the payment lands, confirm receipt with one click; the invoice is marked PAID with a linked income transaction.
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. 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: Stripe Connect card payments are detected automatically. PayPal and every other method depend on your import or one confirmation click. We say this 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 in the PDF and the email. If you connect Stripe, it also includes a 'Pay by card' link. Card payments through Stripe Connect mark the invoice PAID and create the linked income transaction automatically. PayPal payments need one confirmation click. You can also add bank transfer details; those payments are recorded when you import the bank file or mark them manually.
Stripe Connect card payments are confirmed automatically: the webhook marks the invoice PAID and creates the linked income transaction. PayPal, cash, checks, and wire transfers need one manual confirmation click after you verify the money arrived. Automatic PayPal confirmation through PayPal's API is on the roadmap.
Yes. Invoices can be issued in any supported currency, with the amount, tax, and payment link all in that currency. When the payment is recorded, 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 Tally Assistant sends automated email reminders daily while the invoice remains unpaid. The tone escalates from friendly in the first week to professional through day 21 and urgent after that. Custom cadences and per-invoice pause controls are not supported today; if you have agreed to a later date, update the invoice due date.
No. Tally Assistant does not add any fee on top of client payments. PayPal and Stripe apply their own standard processing fees on the freelancer's account; those fees appear in your platform exports 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.