This guide empowers you to streamline your invoicing process by configuring predefined values within Tally. Learn how to set defaults for invoice terms, payment options, messaging, and more, saving you time and ensuring consistency across your invoices.
Configure Invoice Settings for Tally Software
1. Navigate to Salesforce
2. Click the App Launcher.
3. Type "hub"
4. Click "Hub"
5. Click "Invoice Configurations"
Default Invoice Term Settings
Tip: Set defaults for invoice terms (such as "Due on Receipt," "Net 15," "Net 30," "Net 45," and "Net 60")
6. Click "Due on Receipt"
Show Credit Card
Tip: Displaying the credit card option allows customers to choose whether to pay using a credit card. Agents cannot override this selection at the time of invoicing.
Credit Card Limits
Tip: If the "Show Credit Card" feature is enabled (Yes) and a credit card limit is set (e.g., $5,000), the "Show Credit Card" feature will automatically turn off for invoices that reach the limit.
9. Click the "Credit Card Limit" field.
10. Type "Your Desired Amount"
Message On Invoice
Tip: The message on invoice allows you to select a predefined message that will automatically populate on all invoices you create. However, you can still override this message for individual invoices when needed.
11. Click the "Message On Invoice" field.
Message On Statement
Tip: The message on Statement allows you to select a predefined message that will automatically populate on all invoices you create. However, you can still override this message for individual invoices when needed.
12. Click the "Message On Statement" field.
13. Click "Update"
