Create, send and track invoices in an instant

Login to the Tide App
Select Invoice on the bottom menu
Then tap Manage at the top right of the screen
Select Features from the menu to get to the ‘Add-on’ screen
Select Invoice Assistant Active state
Select Cancel add-on and confirm in the next screen

You can cancel Invoice Assistant at any time. If you cancel the Invoice Assistant, it will remain active for the remainder of the month in which you cancelled and you will not be due a refund for any fees charged for that month. If you wish to sign up for the Invoice Assistant again, you will need to wait until it is inactive. Remember, your Invoice Assistant subscription will renew automatically each month unless you cancel before the end of the month.

As the Invoice Assistant is billed in advance, at the time of sign-up, you will be charged immediately for the remainder of your first month. Thereafter, your subscription will automatically renew each month. Subscription fees will be billed in the first week of each calendar month. Please ensure that there are suffient funds in your account prior to this.

Yes, Invoices can be cancelled after they have been sent. In 3 quick steps, here’s how you can cancel an invoice:

1. Select the invoice
2. Go to Actions > Cancel Invoice
3. Review and send the email (your invoice won’t be canceled if you do not complete this step

NOTE: Invoices for collection via Direct Debit or protected through Invoice Protection cannot be cancelled.

The Invoice Assistant is our Invoicing add-on. It costs £10+VAT per month and is billed monthly in advance.

To sign up for Invoice Assistant, simply go into the Tide mobile or desktop app:

• Select Invoice on the bottom menu
• Then tap Manage at the top right of the screen
• Select Features from the menu to get to the ‘Add-on’ screen
• Select and then tap on Get Invoice Assistant
• Then tap OK to confirm. We will send you an email to confirm your purchase

Yes. Invoice Assistant is available both for Limited Companies and Sole Traders. For £10 a month + VAT, you can get:

• Automatic invoice chasing
• Automatic invoice matching
• 2 x FREE Direct Debits per month, powered by GoCardless

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. Invoicing is free for all Tide members to use. You can create and send invoices, as well as customise them with your company logo.

Automatic invoice chasing and auto-matching, as well as two free Direct Debits powered by GoCardless per month, are available as part of the Tide Invoice Assistant feature, which costs £10 +VAT/month.

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.

No. However we’re working on solutions so you’ll be able to edit invoices.

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.

Or you could make use of the Invoice Assistant add-on for only £10/mth and the matching and chasing of invoices will be done automatically for you. You will also receive 2 free Direct Debits per month, powered by GoCardless. Tide’s Invoice Assistant is available to both sole traders and limited companies. See the Invoice Assistant terms and conditions for further details.

• 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: 17 January 2022

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 2021, our dedicated Invoicing team launched these enhancements:

• Ability to add units to invoices
• Automated invoice reference numbering
• Ability to add a custom due-date
• Ability to create invoice drafts
• Ability to add a note
• Ability to add a footer

All future improvements are all prioritised based on feedback from our members

Any invoice you send to another business is eligible for Invoice Protection as long as:

• it’s a valid invoice
• it isn’t too close to the due date
• it was issued within 30 days of the supply of the goods and/or services
• it’s supported by evidence that the customer confirmed the purchase
  This could be a purchase order, email confirmation or agreed contract.

If you only received verbal confirmation of the order, then you can still take our Invoice Protection. However, Hokodo won’t pay a claim for your invoice if your customer disputes having placed the order.

To take out Invoice Protection, you’ll be asked to confirm that, to the best of your knowledge, your customer:

• is not insolvent
• is able to pay the invoice at the time you buy the protection
• does not have any other outstanding invoices with you which are over 45 days overdue.

Hokodo doesn’t expect you to do any further investigation of your customer’s solvency. However if, in carrying out your business, you discover it’s likely that your customer won’t be able to pay your invoice then you must not take out any further Invoice Protection on invoices to that customer.

Find out more about Invoice Protection and how it works.

Invoice protection is provided by Hokodo Services Limited, who are authorised by the Financial Conduct Authority as an Appointed Representative of Innovative Risk Ltd. Invoice Protection is available for eligible invoices. Hokodo assess invoice eligibility based on a range of factors including the identity of the buyer and how close the invoice is to its due date

• If you have sent an invoice payment link, then all transactions relating to this will appear in the account statement from Adyen N.V
• If you have made payments using an invoice payment link, then all transactions relating to these will appear in the account statement from Tide Platform Ltd *Tide Member’s Name*

Please note that many customers will initiate chargebacks if they see payments to companies that they do not recognise. Therefore, please ensure that you make your customers aware of what wording will be displayed on both the billing and statement descriptors for their transactions.

Payments made by Visa, Mastercard debit and credit cards are accepted.

The meaning of the different status types is as follows:

• Available – You will see this status if you have not yet been onboarded to use Payment Links
• Pending – This means your onboarding process to use Payment Links is underway between Tide and our payment provider
• Active – You’ll see this status when you have been successfully onboarded and Payment Links is available to use
• Unavailable – If you see this status, it means that your member access has been deactivated, usually as a result of regulatory obligations that we have to comply with. Should this occur, then our Member Support team will work with you to resolve the issue.

At present, although payments can be made using cards issued outside of the UK, payments can only be made in GBP for Tide Payment Links. However, we plan to extend the feature to include other currencies in the future.

There is no maximum payment limit per transaction and the minimum amount is just £5.

The amount will be directly credited to your Tide Business Bank Account within 3 working days. No action is required from you. 

You can check your Tide account at any time and you will also receive notifications on your mobile device. 

The best way to avoid chargebacks is to ensure you know your customers well and exchange clear communications with them.

Other top tips include:

• Make sure the description of the goods and services you provide are clear and there is no room for them to be misinterpreted.
• When a sale is made, make sure all your communication is clear and replies to your customers are sent promptly.

If you have received a chargeback, then our Member Support team will contact you by email to advise you of this and to explain how you can dispute it, as well as what documentation you will need to provide. 

On a mobile device, you will receive 2 types of notifications that will enable you to check the status of your Invoice Payment Links request:

1. A notification to let you know that your customer has successfully made their payment.
2. A second notification to advise when the payment has been initiated to your Tide Account.

Other than these notifications, you can also check your Tide account at any time via the app to confirm the receipt of payments into your Tide Account.

There is a £10 fee to have a chargeback request investigated and processed, irrespective of outcome. This is because a separate investigation will be carried out for each request.  The fee will be debited from your Tide merchant account when a chargeback request is received.

It takes on average 3-5 working days for your customer to receive a refund. You will not be charged for a refund, but when you refund a payment to a customer, the fees paid on the original transaction will not be refunded to you. 

A chargeback happens when your customer disputes a card payment made using Tide Payment Links. It can be for either the full or partial amount of a transaction. If a chargeback request is raised by the customer, the money will be subtracted from your merchant account.

It is possible to challenge a chargeback. To do this, you will need to provide all necessary supporting information to Tide Member Support within the agreed timelines. Please refer to the Tide Payment Links T&Cs for further details.

Yes. It’s very simple to disable Tide Payment Links. You can either do this per individual invoice or once to apply for all invoices. For all invoices, go into Accept Card Payments with Tide Payment Links and toggle the button to Off. If you just want to disable the function for one invoice, then you can use the toggle displayed in the Create Invoice screen in the Tide app.

If a customer payment fails, they will be asked to try again. Typical reasons for a payment failing include errors with entering the card number, expiry date or CVC number, or potentially even a connection issue. These issues can usually be resolved when the customer tries to enter the payment for the second time. Another reason for a payment being declined or failing is that the Payment Links function may be temporarily unavailable. In the rare event of this occurring, the customer would see a notification advising that this method of payment is currently unavailable. They would then need to make their payment by bank transfer instead.