Feature
Payment plans that get you paid on time
Branded invoices, payment plans, deposits, and automatic follow-ups, powered by Stripe.
What this helps you do
Invoices that match your brand
Send polished invoices with your logo and colors. Clients pay by card or bank transfer in a couple of clicks.
Payment schedules and deposits
Split any invoice into deposits and milestones. TalleFlow tracks what is due. Send reminders through workflow automation on Essentials.
Tips, refunds, and reporting built in
Accept tips at checkout, issue refunds without leaving the app, and see your cash flow in one finance view.
How a payment plan works in TalleFlow
Create the invoice from the project, split it into a deposit and milestones, collect payment on your Stripe Connect account, and let Essentials automations send reminders when something is due.
Step 1
Create the invoice
Build a branded invoice from the project so the balance sits next to the contract and portal.
Step 2
Split into deposits and milestones
Split any invoice into a deposit plus remaining balance or milestones. TalleFlow tracks what is due.
Step 3
Client pays in the portal
Clients pay by card or bank transfer on your Stripe Connect account from the client portal checkout.
Step 4
Reminders on Essentials
Send reminders through workflow automation on Essentials when a deposit or milestone is due.
Deposits that close the booking
Pair the deposit invoice with the signed agreement so the booking closes cleanly. Deposit guides for photo booth businesses are below.
Explore more features
Stripe Connect
Get paid into your connected Stripe account
Send branded invoices clients pay by card or bank transfer. Checkout runs on your Stripe Connect account. Stripe processing fees still apply.
Get paid into your connected Stripe account
Send branded invoices clients pay by card or bank transfer. Checkout runs on your Stripe Connect account. Stripe processing fees still apply.
Freelancer pass or unlimited on Essentials
Freelancer includes a $10 one-time invoice send pass when you need it. Essentials and Lifetime unlock unlimited invoicing for active businesses.
Plans that match how you bill
Freelancer pass or unlimited on Essentials
Freelancer includes a $10 one-time invoice send pass when you need it. Essentials and Lifetime unlock unlimited invoicing for active businesses.
After the payment
Tips, refunds, and QuickBooks
Accept tips at checkout, handle refunds and portal refund requests, and sync invoices, payments, refunds, fees, and expenses with QuickBooks Online.
Tips, refunds, and QuickBooks
Accept tips at checkout, handle refunds and portal refund requests, and sync invoices, payments, refunds, fees, and expenses with QuickBooks Online.
Reminders without spreadsheet babysitting
Reminders via automation
Send reminders through workflow automation on Essentials. Pair payment triggers with email, or with SMS through Quo (OpenPhone), so nothing slips.
Finance in context
Track invoices beside the project, not in a separate spreadsheet.
Marketplace payouts
Community marketplace purchases also settle through Stripe flows.
How it’s different
Invoices live next to projects, contracts, and the portal
QuickBooks Online sync for books that stay current
Upfront about fees: Stripe processing fees apply to online payments
Questions, answered
What is a payment plan in TalleFlow?
Split an invoice into deposits and milestones. TalleFlow tracks what is due, and you send reminders through workflow automation on Essentials.
Do I need Stripe?
Yes. Online payments by card or bank transfer run through Stripe Connect. Connect your account in settings before taking live payments.
Are there platform fees on Essentials?
Essentials includes unlimited invoicing, so the Freelancer $10 one-time invoice send pass does not apply. Stripe processing fees still apply.
Can clients tip or request a refund?
Yes. Clients can tip at checkout, and you can issue refunds in-app or handle portal refund requests.
Does this sync to QuickBooks?
Yes. QuickBooks Online sync covers invoices, payments, refunds, fees, and expenses.
Can photo booth businesses use payment plans?
Yes. The same invoice, deposit, and milestone flow works for photo booth businesses. See CRM for photo booths and our deposit guide.
How do payment reminders work?
Reminders run through workflow automation on Essentials, so clients hear from you when a deposit or milestone is due. Freelancer includes a $10 one-time invoice send pass (Stripe fees still apply).