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How do I change my invoice template?

Currently, you can’t change the template design, but you can change these in your invoice settings:

In your app,  go to ‘Admin’ > tap the 3 dots next to ‘Accounting’ > ‘Connect your accounting software’ > ‘Connect Xero’.

  • Company logo

  • Email address

  • Phone number

  • GSTIN

  • Default due date

Follow these steps to change your invoice settings:on our blog.

  1. Open your Tide app and go to ‘Invoice’.

  2. Tap on ‘Manage’ at the top, and then on ‘Template’.

Xero can sync your transactions made within the last 12 months. If this is your first sync and you’ve had your Tide account for more than 12 months, you’ll have to manually import any transactions that are older than 12 months.

To see how your invoice looks after you’re done changing invoice settings, follow these steps: here or tap ‘Support’ in your app to contact us.

  1. Open your Tide app and go to ‘Invoice’.

  2. Tap on ‘Manage’ at the top, and then on ‘Template’.

  3. Select ‘Preview’.

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Searching our help articles is usually the quickest and easiest way to get answers. If you still can't find what you’re looking for, contact us in-app or via hello@tide.co