Accounting workflow for Tallyfy

Get paid faster by invoicing correctly the first time

Sloppy invoices get questioned and delayed. Missing billable items leave money on the table. This workflow ensures you capture everything, create professional invoices, and follow up consistently on unpaid accounts.

7 steps

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Accounting Accounting

Run this workflow in Tallyfy

Import this template into Tallyfy and assign accounts receivable staff to invoice creation, review, and follow-up steps

Configure Tallyfy's client name, address, and invoice number fields to auto-populate into delivery communications

Track each invoice from creation through payment collection in Tallyfy, with visibility into approval status and follow-up actions

Import this template into Tallyfy

Process steps

Accounts: Invoice creation

5 days from previous step

task

**Generate invoice with attached template**

Accounts: Invoice delivery

5 days from previous step

task

{{client-name-207516}} kindly review attached invoice. Client name: {{client-name-207516}} Client address: {{client-address-207517}} Invoice number: {{invoice-number-207518}} Invoice: {{invoice-207527}} Thanks, Accounts.

Gather billable items

1 day from previous step

task

Collect everything that needs to be invoiced - time entries, expenses, deliverables, milestones. Verify against the contract terms to ensure you are billing correctly. Missing billable items leaves money on the table. Double billing damages relationships.

Create the invoice

1 day from previous step

task

Generate the invoice with all required details - client info, invoice number, line items, amounts, payment terms, due date. Include purchase order numbers if required. Professional invoices get paid faster. Sloppy invoices get questioned and delayed.

Review and approve

1 day from previous step

task

Have someone check the invoice before sending - amounts, client details, terms. Catch errors before they reach the client. For large or unusual invoices, get appropriate internal approval. Sending wrong invoices makes you look disorganized.

Send and confirm receipt

1 day from previous step

task

Deliver the invoice to the right person - AP contact, not just your day-to-day contact. Email with PDF attached is standard. Confirm they received it and have everything needed to process payment. Clear communication prevents invoices sitting in limbo.

Track and follow up

1 day from previous step

task

Monitor payment status. If due date passes without payment, follow up promptly but professionally. Have a consistent collections process. Record everything in your accounting system. Aging receivables hurt cash flow - stay on top of them.