How to create, send and manage your Tide invoices

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

Customise your Tide invoices

Edit your invoice template

Go to the Admin tab to find the Invoices and billing section

Tap the three dots next to Invoices and billing

Tap Manage > Templates to add your logo, contact details, footer message and VAT

Add Payment Links to your template

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

Tap Sales > Create Payment Link

Follow the instructions from there

Add and edit your customers' details

Add your customers' details

Go to the Sales tab and tap Customers

Select whether you're adding a business or a person

Edit your customers' details

Go to the Sales tab and tap Customers

Select the customer to change their details

Save your changes

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.