Creating a new invoice


#1

To create a new invoice, tap invoice in the menu at the bottom of your screen. Once in the Tide Toolbox, tap Invoicing in the Transactions section.

Once in the invoicing section, tap create new invoice to continue. Input the name, pre-tax price and VAT rate (if applicable) of an item you wish to include in the invoice. Once complete, tap Add.

The item will appear at the bottom of the screen and your total invoice value will be calculated automatically.

You can add additional items to the same invoice as needed by tapping Add new item. Tap the bin icon next to an item to delete it from the invoice.

When all items have been added, tap Next.

Input a reference and specify a due date for payment by sliding the dates bar, then tap Next.

You now have the option to either add a new recipient, or select an existing one. Once chosen, tap Next.

A preview of your invoice is displayed for confirmation. Tide provides the ability to categorise the invoice to assist in managing your accounts. To edit your company details shown on the invoice, update your invoice template.

After confirming the details of the invoice, tap Send to proceed.

You will then see the screen below, confirming the invoice has been sent.

Tap Close to return to the invoice section.


Back to Sending Invoices

Back to Table of Contents


Invoicing: Your invoice template
Invoicing: Sending invoices
Editing your saved categories
Payment Reference Field
#2

Is it possible to add a way to create the invoice pdf without sending it, so it can be manually sent through Email / FB messenger etc. from the sender’s account rather than the tide.co email?
Also can the invoice support multi items, not just 1?
Thanks!


#3

Hi Dan!

Thanks for posting on the community.

It is not possible to send invoices manually yet but thank you for the feedback, we’ll make sure to pass it on to the relevant team! In the meantime, you could send the invoice to your email, download it and send it again manually.

You can add multiple items :slight_smile: . To do so, click ‘add new item’ when you are creating the invoice.

Let me know if you have any other questions, I’d be happy to help.
Valentine


#6

What if you realise after you sent the invoice that it contains an error?


#7

Hi @mobicycle, at the moment you can’t delete an invoice but we’re looking to introduce this functionality in the future.

Let me know if you’ve any other questions, I’d be happy to help.


#8

Hello,
Late payment in commercial transactions is a major problem for a lot of SMEs. One small thing that Tide can do to help this is allow it’s customers to put the correct due date on invoices. The government is very clear on deadlines for late payment. However Tide does not allow invoice due dates to be set to 30 or 60 days. It is also important to be able to set a custom date for customers who want to send an invoice before they deliver the goods or provide the service, for example I invoice my customer at the end of each month but if the month ends on a Sunday I don’t want to have to send the invoice on the Sunday just so that I can set due date to 30 days.
Hopefully these are really small updates that you can deliver soon.
Douglas.


#9

Hi Douglas,

Thanks for taking the time to share your valuable feedback with us. I’ve passed it on to the relevant team :slight_smile:

Don’t hesitate to continue sharing your feedback with us and do let us know if you’ve any questions!
Valentine