📌 What Are Invoices in TalleFlow?
Invoices in TalleFlow are professional billing documents you send to clients to request payment for services or products. They can be created on their own or as part of a proposal (where an invoice page is included by default).
Invoices are integrated with Stripe for secure online payments and can be linked directly to your projects, so your financials stay organized.
🚀 How to Create an Invoice
Go to Documents in the main navigation
Click Create Document
Select Invoice as the document type
Choose whether to:
Create a reusable Template for ongoing use
Create a one-time File linked to a specific project or contact
In the editor:
Your invoice will already include the Invoice tool on the canvas
Add your business and client details
Set payment terms (due date, payment instructions)
Apply taxes or discounts if needed
Name your invoice clearly (e.g., “July Website Maintenance – Invoice #1043”)
Save your work and send it via email or through the client portal
🧩 Essential Invoice Elements
Every invoice should include:
Your Business Info – Name, logo, address, contact details
Client Info – Billing contact and address
Invoice Details – Number, issue date, due date
Line Items – Description, quantity, rate, amount
Totals – Subtotal, taxes, discounts, final amount
Payment Terms – Methods, instructions, due date
🧾 Adding Line Items & Packages
When you create a new invoice in TalleFlow, the Invoice tool is already on the canvas by default.
Click on the Invoice tool on the canvas — this opens the Properties Panel on the left side.
From the Properties Panel, you can:
Upload your company logo
Set the issue date and due date (defaults to today and tomorrow, but can be changed)
Optionally add a PO number
Add packages and sub-items one by one, or
Search and insert pre-existing packages from your Packages page
Optionally include the Pay Now button — linked to your Stripe account for credit card payments (you can remove this button if not needed)
Add discounts — either a fixed price or a percentage
Important:
If you set a package price, you cannot set individual service item prices inside that package.
If you do not set a package price, you can set prices on the individual service items — and the total of all those service item prices will automatically become the package total.
The invoice total at the bottom is calculated from the package price or the sum of all package totals.
Saving Your Invoice:
After adding line items or packages, click Save Invoice for your changes to appear on the canvas.
🧾 Bill To Information Auto-Fill
When you send the invoice to a contact, the Bill To section will automatically be filled with that contact’s details.
To preview this:
Click Send to Contact
Select the contact you want to send it to
Click Done
Click the eye icon at the top right of the editor to preview how the invoice will look with the Bill To information included.
🎨 Customizing Your Invoice
With TalleFlow’s drag-and-drop editor, you can:
Apply your brand colors, fonts, and logo
Add custom fields for industry-specific details
Configure tax settings per line item or invoice total
💰 Payment Integration
Invoices integrate directly with Stripe so clients can pay online:
Credit cards (Visa, MasterCard, AmEx, Discover)
ACH bank transfers (US)
Secure PCI-compliant payment handling
Embedded payment links in the invoice
Automatic payment status updates
📤 Sending Invoices
When your invoice is ready, you can:
📧 Send via Email – Direct from TalleFlow to the client
🔗 Share a Link – Secure invoice link for online viewing
👥 Client Portal – Let clients view and pay invoices alongside their project docs
📌 Invoice Statuses in TalleFlow
Draft – Still editing, not sent
Sent – Delivered to the client
Paid – Payment completed
Overdue – Past due date without payment
Cancelled – Invoice voided
💡 Best Practices
Send promptly – Issue invoices as soon as work is complete
Be specific – Include clear descriptions for each line item
Set clear terms – Due date, accepted payment methods, late fee policy
Follow up – Remind clients before and after the due date if unpaid
Keep records – Store copies for accounting and tax purposes