Customers

Store and manage your customer contact info. Customer information is automatically added to estimates and invoices!

Invoices

Create professional invoices quickly and easily. Send them to customers and get paid online through your own connected payment account.

Estimates

Quickly create an estimate for customers. Send an estimate directly to customers, and optionally generate a PDF!

Simplify your business. Your All-in-One Invoicing Solution

Create professional invoices and estimates in minutes. Easily add clients, line items, and custom charges. Connect your own payment account to get paid online, and let TallyDoc track and reconcile every payment.



Simplify your business:

  • Effortless Invoicing: Create and Send Professional Invoices in Minutes
  • Get Paid Online: Connect Stripe, PayPal, Square, or QuickBooks and Let Customers Pay Their Invoices
  • Built-In AI Assistant: Get Instant Help Right Inside the App
  • Secure Your Documents: Save PDF Copies of Your Estimates and Invoices
  • Peace of Mind: Cloud-Based Backup for Your Financial Records
  • Work Anywhere: Access Your Invoices and Estimates from Any Device
  • Flexible Pricing: Affordable Plans with No Long-Term Contracts


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Get paid, your way. Connect the payment account you already use.

Link your own Stripe, PayPal, Square, or QuickBooks Online account and let your customers pay their invoices online. Funds go straight to your provider — TallyDoc never holds your money and never takes a commission. We automatically match each payment back to its invoice, so you always know what’s been paid.

Meet your built-in assistant. Help without leaving the app.

TallyDoc’s in-app AI assistant answers your questions and helps you work with your customers, invoices, and estimates — just type what you need. Like any AI, it can occasionally get things wrong, so double-check important details before relying on them.

Pricing

Simple and affordable. No hidden fees, one flat monthly rate. Save 15% on yearly subscriptions!

*Not ready to create an account? try the Free Invoice Maker.


How much are the processing fees?

TallyDoc doesn’t process payments or take a commission on what you collect. Your customers pay through your own connected provider (Stripe, PayPal, Square, or QuickBooks), and each provider sets its own processing fees. TallyDoc simply matches those payments back to your invoices.

Is my information safe?

Yes. Payment details are handled directly by your connected provider (Stripe, PayPal, Square, or QuickBooks) and never touch our servers. TallyDoc only stores the encrypted connection it needs to match payments to your invoices.

Can I cancel anytime?

Yes. You can cancel anytime from the “Subscription” tab in your dashboard, and you’ll keep access through the end of your current billing cycle. Questions about a refund? Just reach out to support.

I have more questions!

No problem, we're happy to help! You can contact us by email at admin@tallydoc.com

Compare plans

Starter Basic
Users
The number of users for your company.		 1 1
Customers
The number of customers you may store for your business. 		Unlimited Unlimited
Invoice/Estimate limit
The number of documents (combined) you may create per month. 		Unlimited Unlimited
Payment Links
Add payment links to your preferred platform (Venmo, PayPal, etc.) on any invoice. 		Yes Yes
Connected Online Payments
Connect Stripe, PayPal, Square, or QuickBooks so customers can pay invoices online — TallyDoc matches each payment to its invoice. 		Yes Yes
Email Support
Email us 24/7 for assistance! 		Yes Yes
AI Assistant
Get instant help from TallyDoc's in-app AI assistant. 		No Yes


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Free Downloads

user guide cover page

User Guide

Download the TallyDoc User Guide to get started!

Contact Us

Send us any questions you may have to admin@tallydoc.com. We're always happy to assist!

Frequently Asked Questions

TallyDoc is invoicing software that helps entrepreneurs, freelancers, and businesses create estimates and invoices, and accept payments online.

Sign up for an account. Add a customer using the Customer link in the left column. Once your customer is created, navigate to the Invoices section using the navigation menu in the left column. Click the button that says "New" and select your customer from the drop-down menu.

Sign up for an account. Add a customer using the Customer link in the left column. Once your customer is created, navigate to the Estimates section using the navigation menu in the left column. Click the button that says "New" and select your customer from the drop-down menu.

Yes! You can create an invoice using the free invoice maker here.

Make sure your Invoice is saved first. Once the invoice has been saved, click the button that says "Generate PDF". Once the PDF version of the invoice has been created, it will open on the screen where you can download it. (PDF esimates can be created the same way)

Yes! Connect your own Stripe, PayPal, Square, or QuickBooks account, then send your invoice by email. Your customer pays you directly through your connected provider — TallyDoc never holds the funds or takes a commission. When the payment clears, TallyDoc automatically matches it to the invoice and marks it paid.

Yes! Connect your QuickBooks Online company and TallyDoc can create customers, service items, and invoices in QuickBooks for you, then read their status to know when you’ve been paid. You can disconnect anytime from your Intuit account settings or from within TallyDoc.

TallyDoc includes an in-app AI assistant that answers questions and helps you work with your account, customers, invoices, and estimates — just type what you need. As with any AI, double-check important details before relying on them.


Sign up now!