The Future Of Invoicing.
Improve Business Performance and Increase Efficiency by integrating QuickBooks and Salesforce without sacrificing functionality.
Our platform
Same UI
Same Functionality
Dive in and send out. There’s no learning curve with Tally. Send out invoices directly from an opportunity, using literally the same UI as you would in Quickbooks.
How it works
1
Sync Invoice Data, Products And Services, Customers and accounts
2
Charge A Credit Card, Debit Card Or, Set-Up Periodic ACH Payments
3
Send Estimates And Invoices
4
Create purchase orders
Send Invoices Without leaving The your desired object.
Tally’s flexible invoice platform allows reps to fully customize, control, and automate how a customer is billed.
Set your terms; Salesforce does the rest!
Recurring Invoicing
Give Customers full flexibility to define their own Billing Frequency, and Term Length, of a Recurring Billing sequence. Set your terms and preferences. Tally does the rest!
Process CC & ACH Payments without leaving Salesforce
Tally accepts Credit Cards and ACH payments with QuickBooks Online. Customers can pay using Mastercard, Visa, American Express, and Discover.
