Live board Remote team · United States
Invoicing & payments for small business

Every invoice on one board.

Draft it, send it, let the reminders run, take the payment online. Tallyflow keeps invoices, reminders, payments and reports in one place — so nothing is ever “somewhere in my inbox”.

Tallyflow status board One colour per status

Four states, four colours. Every invoice on the board wears one of them, from the day you draft it to the day it clears.

  • Draft
  • Sent
  • Reminded
  • Paid
What it does

Four jobs, one board.

Tallyflow is invoicing and payments software for small businesses: write the invoice, send the reminders, take the payment online, read the report. Same board the whole way through.

Invoices

Write it once. Reuse it monthly.

Build an invoice from your own line items and keep the ones you send every month on hand. It waits in draft on the board until you send it.

  • Reusable line items for repeat work
  • One cell per invoice, from draft to paid
  • Send straight from the board
Reminders

The follow-up sends itself.

Set the rhythm once — a nudge before the due date, another after it. Reminders go out on schedule, and the board logs every one.

  • Reminder schedule set per invoice
  • Each nudge recorded on the cell
  • You never write the awkward follow-up again
Online payments

Paid on the link, closed on arrival.

Customers pay straight from the invoice. The moment the payment lands, the cell flips to paid and the reminder queue drops it.

  • Pay online from the invoice itself
  • Status updates the board, not a spreadsheet
  • Reminders stop the second it’s settled
Reports

Numbers that match the board.

Revenue, outstanding balances and payment timing, read straight off the statuses you work in every day. Filter by client, period or status — the report never disagrees with the board.

  • Outstanding and collected at a glance
  • Every invoice by client, in one column
A small business owner checking invoices on a laptop at a workbench
Monday, before the doors open
The flow

Four statuses. That’s the whole process.

Every invoice travels the same line, and you can see where each one sits without opening a single email.

A clipboard, tablet and work gloves on the tailgate of a small work truck
Field work, still invoiced from the board
  1. 01

    Draft

    Build it and leave it. The invoice waits on the board until you’re ready to send.

  2. 02

    Sent

    Send from the board. The cell flips the moment it leaves and the clock starts.

  3. 03

    Reminded

    Scheduled nudges go out on their own, and each one is logged against the invoice.

  4. 04

    Paid

    Payment lands, the invoice closes, the report updates. One less thing to chase.

A florist at the counter of a small flower shop checking her phone
The counter is the office
Reports

Read the same board, sorted differently.

Reports are built from the statuses you already work in. Nothing to reconcile, nothing to export and re-key — open a view and read the numbers that are already on the board.

By status Draft, sent, reminded, paid — filtered down to a single click.
Outstanding What’s still open, and how long it’s been sitting there.
Collected Everything that has landed, grouped the way you close your books.
By client Every invoice a customer has ever had, in one clean column.
Free trial

Flip your first invoice to paid.

Put your invoices on the board and let the statuses do the chasing. Set up your first one in the time it takes to write the follow-up email you’d rather skip.

A freelance designer's desk at night with a laptop, notebook and mug
End of day, board cleared
  • Invoices
  • Reminders
  • Payments
  • Reports