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Invoicing lets you create professional invoices, email them to clients, optionally include an online payment link, and track payment from Taliup HQ. Open Invoices in the merchant sidebar to get started.

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Prerequisites

1

Invoicing feature enabled

The Invoicing feature must be enabled on your entity plan. Ask your ISO admin to enable it in Plans & Features if you do not see Invoices in the sidebar.
2

Client with a valid email

Email delivery requires a selected client with a valid email address. You can add or update clients from the invoice form or from Clients.
3

Online payments (optional)

To include a Pay link on the invoice, enable Link To Pay / online payments for your entity and configure an online payment gateway on the location. If Online Payment shows as Disabled, customers can still receive the invoice but cannot pay online from the email.

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Invoices list

When you have not created any invoices yet, the Invoices page shows an empty state with a clear call to action.
Invoices empty state titled Create your first invoice, with a Create Invoice button in the header and a Create your first invoice button in the center

The Invoices page empty state with Create Invoice actions.

From here you can:
  • Click + Create Invoice (or Create your first invoice) to open the create form
  • Use the filter control once you have invoices to narrow the list
  • Sent invoices show Due in X days or Due today as whole days. Overdue invoices show Overdue by X days.

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Create an invoice

The create form has a main editor on the left and a live Invoice Preview on the right.
Create Invoice page for Cornerstone Hardware showing form sections on the left and Invoice Preview on the right

The Create Invoice page with Client Details, Invoice Details, items, payment and communication settings, plus the live preview sidebar.

Use Save as Draft to store the invoice without sending it, or Create Invoice when you are ready to finalize (and send, if email delivery is enabled).

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Client Details

Select who the invoice is for and which location it belongs to.
Client Details section with required Client search field, add-client button, and Location dropdown set to Cornerstone Hardware

Client Details with Client search and Location.

Add Client modal with First Name, Last Name, Email, Phone, Business Name, Notes, and Add Client button

The Add Client modal used from the invoice form.

Email is required when you create a client who should receive invoices by email. If that email belongs to a client you already deleted, Taliup asks Restore previous client? instead of creating a duplicate. Click Restore to reuse the existing record and their invoice history. See Restore a deleted client.

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Invoice Details

Set the invoice identity, timing, and customer-facing message.
Invoice Details with invoice number 000005, summary, send date 2026-07-14, Send Invoice Immediately toggle on, due date, and invoice message

Invoice Details including Send Invoice Immediately.

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Invoice Items

Add catalog products or one-off custom products, then optionally apply discounts and fees.
Invoice Items table with no items yet, Add Items button, Add Custom Product link, Add Discounts and Add Fees buttons, and Subtotal and Total of $0.00

Invoice Items empty state with Add Items, custom product, discounts, and fees.

  • + Add Items opens your product catalog so you can search and select line items.
  • + Add Custom Product adds a one-off item that is not in the catalog.
  • Add Discounts / Add Fees adjust the invoice total.
  • Taxes are calculated automatically based on the selected location.
Add Items modal with Search by name and a grid of product cards including Sample Product, GripFast Wood Screws, and other hardware items

The Add Items modal for selecting products from the catalog.

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Payment Details

Choose payment frequency and whether customers can pay online from the invoice.
Payment Details section with Frequency set to One Time and Online Payment showing Disabled with the toggle off

Payment Details with Frequency and Online Payment toggle.

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Communication

Control whether and how the invoice is emailed.
Communication section with Email delivery Immediate badge and toggle on, validation messages to select a client, Reply to Email tech@taliup.ca, and Support Message text area

Communication settings for email delivery, reply-to, and support message.

If email delivery is on but no client is selected, Taliup shows validation such as Please select a client and notes that email is required for immediate delivery.

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Invoice Preview

The right-hand preview updates as you edit so you can confirm branding, message, line items, and totals before you create the invoice. If the entity has a logo in Settings → Business, that logo appears on the preview and on downloaded invoice and receipt PDFs.
Invoice Preview for Cornerstone Hardware with logo, address, client placeholders, invoice number 000005, issued date, message, empty items table, and total $0.00

Live Invoice Preview showing merchant branding and placeholders for client details.

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Edit a sent invoice

You can edit an invoice after it has been sent, as long as it is not paid.
Edit Invoice page with Client Details, Invoice Details, live preview, and Update and Resend in the header

Edit a sent invoice. The header action is Update and Resend.

1

Open the invoice

From Invoices, open a sent unpaid invoice.
2

Make your changes

Update the message, line items, due date, or payment settings. You cannot change the client, location, or invoice number after send.
3

Update and Resend

Click Update and Resend. Taliup saves the changes and emails the client again when email delivery is on.

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Return stock when you delete an invoice

When you delete an unpaid invoice that held inventory, Taliup can put those quantities back into stock. Set the default in Settings → Invoice Settings → Inventory:
Invoice Settings showing Email, Reminders, and Inventory with Return stock on invoice delete turned on

Invoice Settings Inventory section with Return stock on invoice delete.

Confirmation modal asking to delete an invoice for Ava Bennett, with Return stock to inventory turned on

Delete invoice confirmation with Return stock to inventory.

Draft and paid invoice deletes do not return stock.

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Customer payment page

When a client opens the invoice (from email or a shared link), they see the issued and due dates, line items, and amount due. They can download a PDF from this page.
Cornerstone Hardware invoice payment page for Demo Client showing issued and due dates, line item PipeFlow PVC Pipe, amount due $16.08, and Download Receipt button

Customer-facing invoice payment page with Download Receipt.

Invoice emails no longer rely on an attached PDF. If a customer needs a file copy, ask them to use Download Receipt (or the PDF download) on the payment page.

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Refunds

Refunding an invoice opens a confirmation step so you confirm the client and capture a reason.
Confirmation modal asking Are you sure you want to refund this Invoice for Demo Client with Reason for Refund text area and Cancel and Yes buttons

Refund confirmation modal asking for a reason.

  1. Start a refund from the invoice.
  2. Confirm the client name in the prompt.
  3. Enter a Reason for Refund.
  4. Choose Yes to proceed or Cancel to abort.

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Invoice email conditions

An invoice email is sent only when all of the following are true:
Immediate delivery always requires a client email. If you see Email is required for immediate delivery, select or create a client with an email before creating the invoice.

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Troubleshooting

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Customer says they did not receive the invoice

  1. Confirm the client email spelling on the invoice / client record.
  2. Ask the customer to check Junk / Spam.
  3. On Outlook / Hotmail, ask whether junk filtering is set to trust only Safe senders. If so, they should mark the message It’s not junk and add the sender to Safe senders.
  4. Confirm Communication Email delivery was on and whether send was immediate or scheduled for a later date.

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Merchant sees a delivery / suppressed email error

If Taliup cannot send because the address was previously unreachable or blocked for delivery:
  • Update the client to a working email address, or
  • Contact Taliup support to review the address before retrying
Do not keep resending to an address that has already failed hard delivery.
  1. On the invoice, open Payment Details and confirm Online Payment is enabled.
  2. Confirm your plan includes Link to Pay / online payment features and that the location has an online payment gateway configured.

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Customer needs a PDF

Use the customer payment page Download Receipt / PDF download. The invoice email is designed to stand alone without a PDF attachment.

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Wrong reply destination

Update Reply to Email in Invoice Settings so customer replies go to the correct mailbox.