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.

Send your Tide invoices

Create your first invoice

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

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

Toggle Payment Links on or off

Confirm and send 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.

Go to the Admin tab

Tap the three dots next to Invoices and billing

Tap 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

Cancelling your invoices

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

Go to the Admin tab

Tap the 3 dots next to Invoices & Bills

Tap Invoices & Bills

Select the invoice you’d like to cancel from the outstanding invoices

Tap Cancel invoice

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