To create an invoice in your app or on the web, select ‘Admin’ > ‘Create an invoice’. From there you’ll be able to add a new customer or select an existing one.
If you have sent an payment link, then all transactions relating to this will appear in the account statement from Tide Payout
If you have made payments using an invoice payment link, then all transactions relating to these will appear in the account statement from Tide Platform Ltd *Tide Member’s Name*
Please note that many customers will initiate chargebacks if they see payments to companies that they do not recognise. Therefore, please ensure that you make your customers aware of what wording will be displayed on both the billing and statement descriptors for their transactions.‘Admin’ > 3 dots next to ‘Invoices & Bills’ > ‘Customers’.
Add your items (goods and services) by adding a description, units, quantity, and unit price. You can also add the VAT % if you’ve already added your VAT number to your account.
To add your VAT number, go to ‘Admin’ > select the 3 dots next to ‘Invoices & Bills’ > ‘Invoice template’ > ‘VAT number’.
You can manage your invoice details, such as company logo, invoice address, email, phone number and default invoice due dates from the template section.
Go to ‘Admin’ > select the 3 dots next to ‘Invoices & Bills’ > ‘Invoice template’.
To download an invoice or a transaction receipt, go to 'Admin' > 'Invoices & Bills' > select an invoice > 'View invoice' > 'Share'.
