Invoices out and bills paid, without it landing on your desk
We record the invoices you send, or create and send them for you. For bills, we attach each one to its payment, track them as they arrive, or schedule each payment once you approve it. Add it to a bookkeeping package, or have us handle it on its own.
From $24/month
How receivables and payables work with us
Receivables are the invoices you send and the money you're owed. Payables are the bills you receive and the money you owe. Both need recording as they happen, so you can see who owes you, what's coming due, and what your cash looks like next month.
We handle the recording and the paperwork. For invoices, that means recording the ones you send, or creating and sending them for you. For bills, it means attaching each one to its payment, tracking them as you forward them if you like, and, if you like, scheduling payment through Plooto. Two things stay with you: collecting from your customers, and approving every payment before it goes out.
What's included
- Invoices recorded from your copies, or created and sent from your billable hours or items
- Bills forwarded to a Tallyforth email address, attached to their payments or tracked as they arrive
- Optional bill payments through Plooto, with its subscription and payment fees inside our price
- Receivables and payables kept current, so you can see who owes you and what's due
- Every payment approved by you before it goes out
How it works
Details come in
Bills are forwarded to a Tallyforth email address set up for your business, and invoice details arrive on a set schedule.
Recorded in your software
Invoices and bills entered in your books against the right customer, supplier, and account, in Tallyforth's software or in your own QuickBooks Online or Xero. Bills you pay yourself are attached to their payments.
Invoices sent, payments queued
If you choose, invoices go out from your software and bill payments are scheduled in Plooto.
You approve
You review and approve every payment. We never hold signing authority on your accounts.
Who this is for
- Invoicing slips because nobody has time to do it on a set day
- Bills arrive by email, by mail, and through portals, and some get missed
- You want to approve payments, not prepare them
- Your books are handled elsewhere, but invoicing and bills need a home
The details
Invoices: three ways to work
If you already create and send invoices in your bookkeeping software, there's nothing extra to pay: we record your customers' payments as part of your bookkeeping.
If you invoice somewhere else, like a job-management app or a spreadsheet, send us copies and we record each one in your software. If you'd rather not invoice at all, send us your billable hours or items on a set day, or complete instructions for each invoice, and we create and send the invoices for you. The more of the work we do, the more each invoice costs, and your estimate shows the exact figure. One monthly base covers any mix, so a month can hold a copy you sent and an invoice we made from your hours, each at its own price.
We don't chase late payments or contact your customers about money they owe. You'll always know exactly who's overdue, and collecting stays with you.
Bills: three ways to work
Every bill starts the same way: it's forwarded to your Tallyforth email address. If you pay your bills yourself, we attach each one to its payment once it clears your bank, and your books show a bill once it's paid.
Bills you pay yourself cost nothing: we attach each one to its payment. We can track them as they arrive for $5 a bill. Or we schedule the payments through Plooto for your approval: $100 a month, $0.75 a payment and $5 a bill, with Plooto's own subscription and payment fees inside our price. Plooto sends each payment by bank transfer, and nothing goes out until you approve it. Paying a bill by credit card adds Plooto's card fee, 2.9%, passed on as charged.
With a bookkeeping package, or on its own
Most clients add receivables and payables to a monthly bookkeeping package, where it sits alongside everything else in Tallyforth's software, included.
Invoices are also available on their own. We work inside your existing QuickBooks Online or Xero file, which you keep paying for. Without bookkeeping, bills means the payment service through ${platform} only, because tracking bills needs books we keep. There's no bookkeeping minimum, and onboarding is free.
How pricing works
From $24 a month. Each part has a monthly base and a price for each invoice or bill from the first one, so the price never jumps at a count. Invoices, bills, and payments are billed on your actual count each month, and payments are counted apart from bills because one payment can settle several.
When bills are paid through Plooto, its subscription and payment fees are inside our price, so the only fee passed on is a credit card's. Plans have a 3-month minimum commitment.
Common questions
Can I get receivables and payables help without bookkeeping?
Yes. Invoices are available on their own. We work in your existing QuickBooks Online or Xero, which you keep paying for, and there's no bookkeeping minimum. Without bookkeeping, bills means paying them through Plooto. If you add monthly bookkeeping later, you can move to Tallyforth's software, included, or stay where you are.
Will you contact my customers about late payments?
No. We keep your receivables current so you know exactly who's overdue, but collecting payment stays between you and your customers.
Who approves bill payments?
You do, every time. We record bills and schedule payments in Plooto, but nothing goes out until you approve it, and we never hold signing authority on your accounts.
Do I have to use Plooto?
No. If you'd rather pay bills yourself, it costs nothing, or we can track them for $5 a bill. Plooto is the only bill payment platform we offer, so every client who wants payments handled follows the same process.
How do I send bills and invoice details?
Bills go to a Tallyforth email address set up for your business. Invoice details or billable hours come to us on a set day each week or month, so invoices go out on a predictable schedule.
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