Free invoice generator

No, you don’t have to use Invoice Payables – but it will be easier for you to use Tide Accounting if you do. That’s because we automatically pull information from your Invoice Payable into Tide Accounting if you use both. Otherwise, you’ll  have to add information about paid invoices manually.

Yes. You can use any Invoice Payable information you enter for accounting, but only if you sign up for Tide Accounting.  With Tide Accounting, you can make the most of using Invoice Payables. 

You can create an Invoice Payable by uploading your supplier’s PDF invoice, and we’ll automatically extract the information from it. All you need to do is review and edit the information (if something’s not right) and either save it as “outstanding” or make the payment.

You can cancel any invoice as long as it’s still in “pending” or “outstanding” status (if it’s not yet paid) and create a new one, then enter the correct information.

When you create an Invoice Payable in the Invoice > Pay tab, enter the unique reference number of the supplier invoice into the ‘Invoice number’ field. You’ll then see the invoice numbers of paid or scheduled invoices in the Invoice Payables list, which you can use to track the status of the invoice.

At the moment, we only allow you to add a payee within the ‘Payments’ section of the Tide mobile app. To do this, open your app, go to ‘Payments’ and then add your supplier’s bank account as ‘recipient’. Then, come back to your Invoice Payable draft (if it’s already auto saved) and select the ‘Pay from’ account where you added a new recipient. In the ‘Pay to’ list, you’ll be able to view and select your supplier’s bank account.

If you add and save supplier details when you create an Invoice Payable, this will save you time when you go to create another one in the future. Instead of starting from scratch, you can select the supplier details you’ve already added.

Yes, you can. Create an Invoice Payable by filling in all the relevant information and selecting your ‘Pay from’ and ‘Pay to’ details. Choose ‘Continue payment’, then in the ‘Payments’ screen, select the date you want to schedule your payment.

Go to the ‘Invoice’ section within the app, then choose the  ‘Pay’ tab. You can add your supplier invoice here, and either save it as outstanding or make a payment.

With Invoice Assistant, you can collect 2 invoices per month for free using Direct Debit. The Direct Debit fee will be charged and then refunded in the first week of the following month.

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

Tide Payment Links is a secure and convenient payment method that eliminates the need for cash by collecting payments remotely by card and removes the need for a point of sale terminal.

Payment Links can be added to any invoice of your choosing, enabling customers to make prompt payments to help you get paid on time. If you have a mobile device, then you’ll receive a notification each time a payment is made.  You are only charged when a customer uses a link to make a payment. 

Log in to the Tide app, then:

1. Go to the Invoice hub
2. Tap Manage or the 3 dots at the top right of the screen
3. Select Add-ons and then Cancel add-on

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.

Invoice Assistant is billed in advance, so when you sign up you’ll pay immediately for the remainder of your first month. After this, your subscription will automatically renew each month. You’ll pay your subscription fees in the first week of each calendar month, so please make sure you have sufficient funds in your account before this.

Yes, you can refund a payment back to a customer. However, we will not refund you the Fees we charged on the original transaction. You can request a refund at any time by contacting us on hello@tide.co or through the in-app chat.

Yes. Not only does Payment Links remove the need to physically handle cash, but it also provides a secure and prompt means of payment. Each link is secure and authentication is completed for every customer to reduce the risk of fraud. The payer’s details are securely stored and will only be visible to our payment processing partner, Adyen.

After payment is made using secure Payment Links, the fees are automatically deducted from your Payout amount and the remaining balance should be transferred directly into your bank account within 3 working days.

You can use Payment Links to collect payments of £5 or more and it’s very easy to set up. Open your Tide app or Tide on the web and go to Invoice:

1. Select Add-on/ Features
2. Select Accept card payments with Payment Links
3. Select Accept terms and conditions
4. Switch on/off for individual invoice use where required

Yes, you can. 

Here’s how to do it in 3 quick steps: 

1. Select the invoice
2. Go to Actions > Cancel invoice
3. Review your changes and send the email – your invoice won’t be cancelled if you don’t complete this step

Please note, you can’t cancel invoices that are due to be paid via Direct Debit.

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

Simply go to the Tide app or Tide on the web, then:

1. Select Invoice from  the bottom menu
2. Tap Manage or the 3 dots at the top right of the screen
3. Select Features and then Get Invoice Assistant

Tap OK to complete and we’ll 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

Simply open your Tide app or Tide on the web, go to ‘Invoice’ and then:

1. Select ‘Create new invoice’
2. Add new customer or select an existing one.

If you want to manage your customer details (add, edit or delete them) you can do this from Invoice > Manage > Customers or using the Customers tab on web.

3. Add your items (goods and services) by adding a description, units, quantity, and unit price. You can also add the VAT % if you’ve already added your VAT number (Go to Invoices > Manage > Template > VAT number).

Tip: You can manage your invoice details such as company logo, company name, invoice address, email, phone number and default invoice due dates from the template section. (In the Tide app: Go to Invoice > Manage > Template) (In Tide on the web: Go to Invoice > Template tab)

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

You can also get Tide’s Invoice Assistant for £10 +VAT/month, which gives you automatic invoice chasing and auto-matching, as well as two free Direct Debits (powered by GoCardless) per month.

When you create an invoice but are not ready to send it, it’ll automatically be saved as a draft. All you have to do is enter the name of the customer you’re invoicing and add at least one item.

At the moment, it’s not possible to edit invoices that you’ve already sent.

However, you can cancel an invoice and then create a new one with the changes you’d like to make.

You can cancel invoices by going to ‘Invoice‘ within the app. Just follow these steps:

1. Identify the invoice you’d like to cancel and tap on it.
2. Tap ‘Cancel invoice’

Please note, your customer will be notified by email that you’ve cancelled the invoice.  

If you face any issues or have questions, you can open a chat with our Support team.

We automatically populate your company name, email and address and phone number when you sign up with Tide. However, when you change these in your Profile,  you can update your invoicing template details too.

To change your invoicing template in the Tide app:

Go to Invoice > Manage > Template then make the necessary changes and save. In Tide on the web, go to Invoice > Template tab

See also: How can I edit my invoice template?

Yes, and you can do this in the Tide app. 

Go to Invoice > Tap Manage or the 3 dots at the top right of the screen > Tap Template

You can then upload your logo from your files.

It’s easy –here’s what to do. In your Tide app:

1. Go to Invoice > tap Manage or the 3 dots at the top right of the screen
2. Tap Customers
3. Tap on the customer whose details you want to change

From there, you’ll be able to edit their details – just remember to save your changes.

First, you’ll need to add your VAT number to your profile. 

In your Tide app, go to More > Profile > Add your VAT number

After that, you’ll be able to choose the VAT rate when you create your 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

Unfortunately, this feature is currently only available to some members – but we’re working to make it available to everyone soon.