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Tide Logo
Tide Logo
Tide Logo

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

Customise your Tide invoices

Edit your invoice template

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

  2. Tap the three dots next to Invoices and billing

  3. 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.

  1. Tap Sales > Create Payment Link

  2. Follow the instructions from there

Add and edit your customers' details

Add and edit your customers' details

Add your customers' details

  1. Go to the Sales tab and tap Customers

  2. Select whether you're adding a business or a person

Edit your customers' details

  1. Go to the Sales tab and tap Customers

  2. Select the customer to change their details

  3. Save your changes

What will happen to the customer details I previously imported?

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

Send your Tide invoices

Create your first invoice

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

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

  3. Toggle Payment Links on or off

  4. 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.

  1. Go to the Admin tab

  2. Tap the three dots next to Invoices and billing

  3. Tap Manage > Features

  4. 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.

  1. On the Admin tab, tap Invoices and billing

  2. Select an invoice and tap Mark as paid

  3. Select the relevant payment and tap Confirm