tallysale.com

This guide walks you through your first experience with the TallySale seller portal — from logging in to sending your first invoice.

Logging In

  1. Navigate to your TallySale portal URL provided by your administrator.
  2. Enter your username and password.
  3. Click Login to access the portal.

Your account is created by a platform administrator. If you do not have credentials, contact your admin.

Dashboard

After logging in, you land on the Dashboard. This is your at-a-glance overview of invoicing activity.

The Dashboard shows:

Card Description
Outstanding Total amount in MMK across all open (unpaid) invoices
Overdue Number of invoices past their due date
Collected This Month Total payments received in the current month
Drafts Number of invoices still in draft (not yet sent)

📸 Screenshot: Dashboard — to be added

The portal uses a left sidebar for navigation. Menu items are organized into groups:

  • Main — Dashboard
  • Management — My Invoices, Invoices, Customers, Settlements
  • Configurations — Seller Levels, Roles, Settings, Platform Fee Rules

Menu items you see depend on your assigned Role and its permissions. Some items may be hidden if your role does not have access.

Your First Invoice

Follow these steps to create and send your first invoice:

  1. Click My Invoices in the sidebar.
  2. Click the Create Invoice button (top-right).
  3. Fill in the invoice form:
    • Customer — search for an existing customer or type a new email address
    • Line Items — add products or services with description, quantity, and unit price
    • Due Date — when payment is expected
    • Notes — optional notes visible to the customer
  4. Click Save as Draft to save without sending.
  5. From the invoice detail page, click Finalize to lock the invoice.
  6. Click Send to email the invoice to the customer with a secure checkout link.

The customer receives an email with a link to a hosted checkout page where they can pay using supported payment methods.

Invoice Statuses

Invoices move through these statuses:

Status Meaning
DRAFT Invoice is being prepared. Can be edited freely
OPEN Invoice is finalized and sent to the customer. Awaiting payment
PARTIALLY_PAID Customer has paid part of the total amount
PAID Full payment received
VOIDED Invoice has been cancelled. No payment expected
REFUNDED Payment was returned to the customer via a credit note

What's Next