tallysale.com

My Invoices is the main section for managing invoices you create and send to your customers through the TallySale portal.

Overview

When you open My Invoices from the sidebar, you see:

Summary Cards

The top of the page shows real-time stats:

Card Description
Outstanding Total MMK amount across all open invoices
Overdue Count of invoices past their due date
Collected This Month Total payments received this month
Drafts Invoices saved but not yet sent
Partial Invoices with partial payments (shown if any exist)
Credit Notes Credit notes issued this month (Business+ plans)
Invoice Quota How many invoices you have used this month vs. your plan limit

Invoice List

Below the summary cards is a filterable table of all your invoices:

  • Filter by status — DRAFT, OPEN, PARTIALLY_PAID, PAID, VOIDED, REFUNDED
  • Search — search by invoice number, customer name, or email
  • Columns — Invoice number, customer, amount, status, due date, email sent, source (portal/api), actions

Quick Actions

From the My Invoices toolbar:

Button Description
Create Invoice Start a new invoice
Recurring Manage recurring invoice templates (Business+ plans)
Payments View cross-invoice payment history
Credit Notes View all credit notes issued (Business+ plans)

Source Badge

Each invoice shows a source badge:

  • portal — Created manually through this portal
  • api — Created programmatically via the REST API

📸 Screenshot: My Invoices list — to be added

Invoice Detail Page

Click the eye icon on any invoice to open the detail view. From here you can:

  • View the full invoice with line items, discounts, and totals
  • Finalize a draft invoice (locks it for payment)
  • Send the invoice via email
  • Mark as Paid — record a manual payment (full or partial)
  • Void — cancel the invoice
  • Duplicate — create a copy as a new draft
  • Download PDF — generate and download a PDF version
  • Send Reminder — send a payment reminder email (Business+ plans)
  • Upload Attachments — attach files to the invoice
  • Issue Credit Note — create a refund document (Business+ plans)