How do I edit my customers' details?

You can edit customer details in the app or on the web.you can create when you subscribe to Tide Accounting Extra or Admin Extra. You can use it to set money aside specifically for taxes. *

It’s important to know that:

• Go to: 'Admin' > 'Invoices & Bills' > 'Manage' > 'Customers'. 

• Select your customer and save the edits once you’re done.

• You can only make payments to HMRC for tax purposes.

You’ll see their updated details on your next invoice.

• If you run a Limited Company, you can do this manually.

• If you're a Sole Trader saving for Self Assessment, you can also link our ‘Self Assessment Estimate’ option to your Tax account, while choosing your target. This will automatically calculate how much you need to set aside for taxes based on your transaction data and payment categorisation.

To set or edit your savings goal in the app, tap: ‘Payments’ > ‘Accounts’ > ‘Tax Account’ > ‘Tax savings goal’ > ‘Edit’.

Once you have a goal in place, you'll see how much you've saved and your progress as a percentage. You can edit the goal anytime, unless it’s linked to the Self Assessment Estimate. * The Tide Instant Saver is different from the Tax account - it’s a savings account, which offers you interest on the money you deposit. You can learn more about it over on this page.