Customise our free invoice template. Send invoices to your customers directly from your Tide app. Keep track of payments on the go.
There’s no need for separate invoicing software.
With Tide, you can bill your customers directly from the Tide app and keep track of your invoices and payments whenever and wherever you’re online.
Create and send invoices on the go from your Tide app or Tide on the web
Add your logo, set payment terms, write a personal message, add recipients in To/CC/BCC
Choose a preset rate, automatically work out the VAT, use this for your VAT return
Match payments to invoices, mark as paid and keep track of your payments with auto categories.
Our mission is to help those who work for themselves. Invoice Assistant will streamline your invoicing and help you get paid on time too. For just £10 + VAT per month, enjoy:
Create professional digital invoices from the Tide app, from wherever you are
Send personalised messages and manage your invoices on both mobile and web
Match invoices to payments and prioritise any overdue invoices at a glance
Invoicing is FREE for Tide members on all our membership plans: Cashback, Plus and Free
Customer payments made simple! Revolutionise your invoicing with Tide Payment Links and get paid even faster. For a transaction fee of only 1.5%, benefits include:
Find your customer and update their details if you need to.
Add invoice line items and set a due date to help make sure you get paid on time.
Add your company logo and write a personal message, then check and send to your customer.
Invoicing is an absolute lifesaver when you need help to get organised. So many features, all designed to help make running your business easier. I'm invoicing customers before I leave the job!A happy Tide member
Login to the Tide App
Select Invoice on the bottom menu
Then tap Manage at the top right of the screen
Select Features from the menu to get to the ‘Add-on’ screen
Select Invoice Assistant Active state
Select Cancel add-on and confirm in the next screen
You can cancel Invoice Assistant at any time. If you cancel the Invoice Assistant, it will remain active for the remainder of the month in which you cancelled and you will not be due a refund for any fees charged for that month. If you wish to sign up for the Invoice Assistant again, you will need to wait until it is inactive. Remember, your Invoice Assistant subscription will renew automatically each month unless you cancel before the end of the month.
As the Invoice Assistant is billed in advance, at the time of sign-up, you will be charged immediately for the remainder of your first month. Thereafter, your subscription will automatically renew each month. Subscription fees will be billed in the first week of each calendar month. Please ensure that there are suffient funds in your account prior to this.
Yes, Invoices can be cancelled after they have been sent. In 3 quick steps, here’s how you can cancel an invoice:
NOTE: Invoices for collection via Direct Debit cannot be cancelled.
The Invoice Assistant is our Invoicing add-on. It costs £10+VAT per month and is billed monthly in advance.
To sign up for Invoice Assistant, simply go into the Tide mobile or desktop app:
Yes. Invoice Assistant is available both for Limited Companies and Sole Traders. For £10 a month + VAT, you can get:
It’s easy. Open your Tide app and go to Invoice.
Start by editing your template then click Create a new invoice.
Add items, add VAT if you need to.
Check all the details then send it to your customer.
Yes. Invoicing is free for all Tide members to use. You can create and send invoices, as well as customise them with your company logo.
Automatic invoice chasing and auto-matching, as well as two free Direct Debits powered by GoCardless per month, are available as part of the Tide Invoice Assistant feature, which costs £10 +VAT/month.
Updated: 19 February 2021
Currently, you can’t create an invoice and save it as a draft. But we’re building this! It will be ready later in 2021.
No. However we’re working on solutions so you’ll be able to edit invoices.
Your details are automatically filled in for you.
In your invoice settings, you can change your email address.
If you’re a sole trader, you can change your name and address too.
If you’re a limited company, you can’t change your name and registered address because for legal reasons, the details on your invoices must match the details we have for your business.
To change your invoice settings:
See also: How can I edit my invoice template?
Yes, it’s easy to add your own logo to your invoices.
You can then upload your logo from your files.
Currently you can’t change the template design but you can change all of these in your invoice settings:
To change your invoice settings:
Want to see how your invoice template looks?
It’s easy to edit your customers’ details. Here’s what to do:
To add VAT to invoices you create in your Tide app, you’ll need to add your VAT number to your profile. Here’s what to do:
After that, when you create an invoice, you’ll be able to choose the VAT rate for each invoice.
That’s it! Easy.
Or you could make use of the Invoice Assistant add-on for only £10/mth and the matching and chasing of invoices will be done automatically for you. You will also receive 2 free Direct Debits per month, powered by GoCardless. Tide’s Invoice Assistant is available to both sole traders and limited companies. See the Invoice Assistant terms and conditions for further details.
Updated: 19 February 2021
Currently this option isn’t available with Tide Invoicing. But we’re building it! We hope it will be ready later in 2021.
If your customer wants to pay an invoice by card, they’ll need to get in touch with you directly.
Updated: 17 January 2022
Plenty! Did you know that Invoicing was one of the first features we built for the Tide app? It’s one of our favourite features.
In 2021, our dedicated Invoicing team launched these enhancements:
All future improvements are all prioritised based on feedback from our members
Payments made by Visa, Mastercard debit and credit cards are accepted.
The meaning of the different status types is as follows:
At present, although payments can be made using cards issued outside of the UK, payments can only be made in GBP for Tide Payment Links. However, we plan to extend the feature to include other currencies in the future.
There is no maximum payment limit per transaction and the minimum amount is just £5.
The amount will be directly credited to your Tide Business Bank Account within 3 working days. No action is required from you.
You can check your Tide account at any time and you will also receive notifications on your mobile device.
The best way to avoid chargebacks is to ensure you know your customers well and exchange clear communications with them.
Other top tips include:
If you have received a chargeback, then our Member Support team will contact you by email to advise you of this and to explain how you can dispute it, as well as what documentation you will need to provide.
There is a £10 fee to have a chargeback request investigated and processed, irrespective of outcome. This is because a separate investigation will be carried out for each request. The fee will be debited from your Tide merchant account when a chargeback request is received.
It takes on average 3-5 working days for your customer to receive a refund. You will not be charged for a refund, but when you refund a payment to a customer, the fees paid on the original transaction will not be refunded to you.
A chargeback happens when your customer disputes a card payment made using Tide Payment Links. It can be for either the full or partial amount of a transaction. If a chargeback request is raised by the customer, the money will be subtracted from your merchant account.
It is possible to challenge a chargeback. To do this, you will need to provide all necessary supporting information to Tide Member Support within the agreed timelines. Please refer to the Tide Payment Links T&Cs for further details.