Get paid through Tide invoices

Follow these steps to create your invoices, get paid and organise your revenue.

Customise your Tide invoices

Find your Tide app's Invoices and billing section by going to the Admin tab. From here:

Edit your invoice template

Tap the three dots next to Invoices and billing, then tap Manage > Templates to add:

Your company logo

Your contact details

Your footer message

Your VAT

Get paid easily with Payment Links

You can add Payment Links to your invoice template.

When your customer receives your invoice, they can click on the Payment Link to pay you immediately and securely.

In the app, tap: Accounts > Get Paid > Payment Links and follow the instructions from there.

On the web, click on: Tools & Services > Get Paid > Payment Links > 'Accept card payments with Payment Links'.

You can also enable Payment Links when you create an invoice – just turn the Payment Links toggle on and follow the steps from there.

Add and edit your customers' details

Before you add your customer details, make sure you get their unique contact information. You'll be able to add one email address and one phone number per customer.

If this option is available to you, here's how you can add* their details – simply tap or click either:

Admin > Invoices & Bills > Manage > Customers, or

Sales tab > Customers

*You can also upload your contacts from your phone.

Next, select if you would like to add a Business or a Person:

For a Business – add (or update) a single Point of contact

For a Person – add (or edit) their full name and contact info

To edit your customer details, select the customer to change their name, contact details, and tags. You can also switch between customer types – from Business to Person or vice versa. Once you're happy with your edits, simply save your changes.

By the end of November 2025, all members will be able to edit their customer details.

What will happen to the customer details I previously imported?

Your previous customer records are set up as Business, added under Point of contact. Usually, each customer should have only one email address. However, for your existing contacts, we’ll leave any duplicate email addresses as they are.

If you have used Xero to import your customers, you'll (once again) find them set up as Business. Their emails could stay blank, as this is optional in Xero.

Send your Tide invoices

Create your first invoice

Now that your invoice template is ready, you can create and send your first invoice:

On the Admin tab, tap +Create an invoice > Add customer

Add your customer’s details or import them from your device

Confirm and send them your invoice straight from your app

Automate chasing with Invoice Assistant

Unfortunately, chasing invoices is something all businesses have to do.

Invoice Assistant sends automated chaser emails matched to your invoices, and you can choose the frequency that they’re sent out.

Add this to your account by going to the Admin tab, then tapping the three dots next to Invoices and billing > Manage > Features > Select Invoice Assistant.

Match payments to your Tide invoices

Keep your accounts in order

To help avoid the admin of end-of-year accounts, you can match your invoices to your payments as you get paid.

On the Admin tab, tap Invoices and billing

Select an invoice and tap Mark as paid

Select the relevant payment and tap Confirm

Automate matching with Invoice Assistant

Invoice Assistant automatically matches payments to the relevant invoice, leaving one less thing to worry about.

Add this to your account by going to the Admin tab, then tapping the three dots next to Invoices and billing > Manage > Features > Select Invoice Assistant.

Cancelling your invoices

You can’t edit an invoice after you’ve sent it. However, you can cancel it and create a new one.

In your app, tap:

Admin > the 3 dots next to Invoices & Bills > Invoices & Bills

Select the one you’d like to cancel from all the outstanding invoices > Cancel invoice

On the web, click:

Admin > View all in the Invoices window

Select the one you’d like to cancel from all the outstanding invoices > Cancel invoice

We’ll automatically email the recipient to let them know about the cancelled invoice.