Get paid with your Tide account

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

Step 1: Customise your Tide invoices

Find your Tide app's 'Invoices and billing' section by going to the 'Admin' tab. From here:

Edit your invoice template

Tap the three dots next to ‘Invoices and billing', then tap ‘Manage' > ‘Templates’ to add:

Your company logo

Your contact details

Your footer message

Your VAT

Get paid easily with Payment Links

You can add Payment Links to your invoice template.

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

Add them to your invoices by tapping the three dots next to ‘Invoices and billing’, then tap ‘Manage’ > ‘Features’ > ‘Payment links’.

Step 2: Send your Tide invoices

Create your first invoice

Now that your invoice template is ready, you can create and send your first invoice:

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

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

Confirm and send them 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.

Add this to your account by going to the ‘Admin’ tab, then tapping the three dots next to ‘Invoices and billing’ > ‘Manage’ > ‘Features’ > Select ‘Invoice Assistant’.

Step 3: 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’

Automate matching with Invoice Assistant

Invoice Assistant automatically matches payments to the relevant invoice, leaving one less thing to worry about.

Add this to your account by going to the ‘Admin’ tab, then tapping the three dots next to ‘Invoices and billing’ > ‘Manage’ > ‘Features’ > Select ‘Invoice Assistant’.

Find more information

Get started with your Tide account

How to find your details, activate your card and start making payments.

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Frequently asked questions

If you've got a specific query, our FAQs are the quickest way to find the answer.

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