Leave the spreadsheet
Paste your billing sheet below and see it as invoices. Moving takes an afternoon; for 200 or more open invoices, we do it for you, free.
3 draft invoices
Halcyon MediaTB-0150 · Net 30
- Brand refresh24 × $150$3,600.00
- Landing page10 × $150$1,500.00
Total$5,100.00
NorthpointTB-0151 · Net 15
- Retainer December1 × $3,800$3,800.00
Total$3,800.00
Studio KiteTB-0152 · On receipt
- Packaging14.5 × $140$2,030.00
Total$2,030.00
Four steps, one afternoon
Most agencies move in a single sitting. Clients see nothing change except a pay button on the next invoice.
Check the columns · billing-2026.csv
- ClientClient nameMatched
- ProjectLine descriptionMatched
- HoursQuantityMatched
- RateUnit priceMatched
- DuePayment termsCheck
- Paste it or upload the CSV.Any column order. Tallybird reads the header row and guesses what each column is.
- Check the columns.Confirm the guesses, fix any that are wrong. Nothing is created yet.
- Open invoices come over as they are.Their numbers, dates and amounts stay. Reminders start from today, never backdated, so no client gets a surprise.
- Your sheet stays yours.We don't touch the original. Keep it as a record for as long as you like.
We'll move it for you
Over 200 open invoices, or years of history you want to keep? Send the file. A person on our team imports it within two business days and walks you through it on a 20-minute call.
Start and request a moveImport finished · 2 business days
- Clients48
- Open invoices, with due dates213
- Paid invoices kept as history1,904
- Reminders scheduled from today61