Invoicing

It’s easy. Open your Tide app and go to Invoice.

Start by editing your template then click Create a new invoice.

Add items, add VAT if you need to.

Check all the details then send it to your customer.

If you want extra peace of mind, go to Tide on the web and add Invoice Protection.

Yes. Tide members on all our memberships plans can use the Invoicing feature for free.

As you’d expect, there’s a charge to insure invoices with Invoice Protection.

Updated: 19 February 2021

Currently, you can’t create an invoice and save it as a draft. But we’re building this! It will be ready later in 2021.

Updated: 25 February 2021

No. However we’re working on solutions so you’ll be able to cancel and clone invoices. We expect these to be ready later in 2021.

Your details are automatically filled in for you.

In your invoice settings, you can change your email address.

If you’re a sole trader, you can change your name and address too.

If you’re a limited company, you can’t change your name and registered address because for legal reasons, the details on your invoices must match the details we have for your business.

To change your invoice settings:

• In your Tide app, go to Invoice > Actions (top right)
• Tap Settings

See also: How can I edit my invoice template?

Yes, it’s easy to add your own logo to your invoices.

• Go to Invoice > Actions (top right)
• Tap Settings > Template logo

You can then upload your logo from your files.

Currently you can’t change the template design but you can change all of these in your invoice settings:

• Company logo
• Company name
• Invoice address
• Email
• Phone number
• Default due date

To change your invoice settings:

• In your Tide app, go to Invoice > Actions (top right)
• Tap Settings

Want to see how your invoice template looks?

• In your Tide app, go to Invoice > Actions (top right) > Settings
• Tap the PDF icon (top right)

It’s easy to edit your customers’ details. Here’s what to do:

• In your Tide app, go to Invoice > tap Actions (top right)
• Tap Customers
• Tap on the customer whose details you want to change
• Edit their details and save the changes

To add VAT to invoices you create in your Tide app, you’ll need to add your VAT number to your profile. Here’s what to do:

• In your Tide app, go to More > Profile
• Tap your trading address
• Add your VAT number

After that, when you create an invoice, you’ll be able to choose the VAT rate for each invoice.

• Go to Invoice
• Select an invoice and tap Actions
• Tap Mark as Paid
• Select the relevant transaction and tap Confirm
  You can match invoices to payments you received in the previous two months.

That’s it! Easy.

• Go to Invoice
• Select an invoice by long-pressing, or go to the Actions menu (top right) and choose Select.
  You can select up to 100 invoices.
• Tap the ✔ to mark the invoices as paid

Updated: 19 February 2021

Currently this option isn’t available with Tide Invoicing. But we’re building it! We hope it will be ready later in 2021.

If your customer wants to pay an invoice by card, they’ll need to get in touch with you directly.

Updated: 19 February 2021

Plenty! Did you know that Invoicing was one of the first features we built for the Tide app? It’s one of our favourite features.

In 2020, our dedicated Invoicing team launched these enhancements:

• Invoice matching
• Chase up overdue invoices
• Get an alert when your invoice is paid

These and the improvements we’re currently working on are all suggestions from members like you. Take a look at our roadmap to see what we’re working on and add your votes and suggestions. Or you can email us: invoicing.feedback@tide.co