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Invoicing

How do I create an invoice with Tide Invoicing?

To create an invoice in your app, tap ‘Admin’ > ‘Create an invoice. To do this on the web, click ‘Invoices & Bills’ > Create an invoice’. From there you’ll be able to add a new customer or select an existing one. If you want to add and remove customers, or manage their details, go to your app and tap ‘Admin’ > 3 dots next to ‘Invoices & Bills’ > ‘Customers’. On the web, you can do this by clicking on the ‘Customers’ tab. 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 to your account. To add your VAT number, go to the ‘Admin’ tab in your app > tap the 3 dots next to ‘Invoices & Bills’ > ‘Invoice template’ > ‘VAT number’. You can manage your invoice details, such as company logo, invoice address, email, phone number and default invoice due dates from the template section. Go to the ‘Admin’ tab > tap the 3 dots next to ‘Invoices & Bills’ > ‘Invoice template’. On the web, click ‘Invoices & Bills’’ > ‘Manage’ > ‘Template’.

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