Guide to Tide


Invoicing: Paying an invoice To pay an invoice from a supplier, you can upload the invoice to Tide. Tide will parse the information from the invoice document and prepare a payment for you. Invoices must be in .pdf format. Your Account: Setting up your account Setting up a Tide account is quick, easy, and typically takes five minutes. Invoicing: Sending invoices Tide's invoicing tool enables you to generate and send customised invoices. Tide on the Web: Making payments To make a payment from one of your accounts through the Tide web, click the <strong>Accounts overview</strong> header (located in the left hand menu). Support: Tide member support The Tide team is here to address queries and provide support at every step of your Tide journey. In this section, we cover channels the through which you can get in touch with the Tide team: Payments & Transactions: Making payments Faster Payments can be made through the Tide app with the <strong>Make a payment</strong> feature. Tide on the Web: Your invoice template To preview your invoice template visit the Invoicing menu (accessed in the left hand menu) and select <strong>Invoice template</strong> under the Services header. Tide on the Web: Direct Debits To view your direct debits, visit the <strong>services</strong> header (accessed in the left navigation bar) and select <strong>Direct debits</strong> Tide on the Web: Contacting the Tide team When using Tide on the Web, the Tide team can be contacted by clicking <strong>Help</strong> in the left hand menu. Tide on the Web: Paying an invoice To pay an invoice, visit <strong>Pay an Invoice</strong> found under the Invoicing header in the left hand menu. Tide on the Web: Terms & Conditions You can find the Tide customer terms <a href="http://static.tide.co/Member%20terms.pdf">here</a> and the PPS account agreement <a href="http://static.tide.co/Account%20agreement.pdf">here</a> Tide on the Web: Table of Contents Our Guide to Tide on the Web is here to help you make the most of your Tide account, with step-by-step guides on how to enhance your experience through integration with Tide on the Web. Tide on the Web: Sending invoices Tide's invoicing tool enables you to generate and send customised invoices. The tool is available with Tide on the Web, where you can also preview invoices previously sent from your Tide account. Payments & Transactions: Direct debits Tide accounts support outbound Direct Debit payments, which merchants create (with your consent) in the normal way. Tide on the Web: Managing your account You have the ability to manage your details and edit your information through Tide on the Web. Tide on the Web: Categorisation Available on both the mobile app, as well as on Tide on the Web, Tide's categorisation tool enables you to keep track of payments and invoices, and helps classify transactions to meet accounting obligations. Tide remembers how certain types of transactions are categorised, and has the ability to auto-categorise similar transactions for you. Tide on the Web: Expense Management Both online and through the app, Tide has a number of functions to help with your accounting obligations. As well as helping you to categorise transactions, Tide allows you to add comments and photos to transactions (for example, a photo of a receipt) to help you keep track of your expenses. You can also export transaction data in .csv format that can be used with your accounting software. Table of Contents Our Guide to Tide is here to help you make the most of your Tide account, with step-by-step guides for the various features within the app. Support: Terms & Conditions You can find the Member terms <a href="http://static.tide.co/Member%20terms.pdf">here</a> and the Account agreement <a href="http://static.tide.co/Account%20agreement.pdf">here</a>. Your Account: Your Tide MasterCard As soon as you finish setting up your Tide account, we will issue your Tide MasterCard which can be used for in-store and online payments, as well as cash withdrawals. Your card will arrive within one week, and will be sent to your trading address. You can also order a Tide MasterCard for any additional current accounts you set up after your Tide account is created. Payments & Transactions: Expense management Tide has a number of functions to help with your accounting obligations. As well as <a href="https://www.tide.co/community/c/product-guide/payments-transactions-categorisation">helping you to categorise transactions</a>, Tide allows you to add comments and photos to transactions (for example, a photo of a receipt) to help you keep track of your expenses. You can also export transaction data in .csv format that can be used with your accounting software. Tide on the Web: Getting Started To access Tide on the Web, you will first need to create a Tide account either through our mobile app. A step-by-step guide to setting up an account can be found for <a href="https://www.tide.co/community/t/step-by-step-guide-for-creating-your-account-as-a-registered-business/394">Registered Businesses</a> and for <a href="https://www.tide.co/community/t/step-by-step-guide-for-creating-your-account-as-a-sole-trader/387">Sole Traders</a>. Alternatively, you can now create a Tide account by <a href="https://www.tide.co/community/t/signing-up-to-tide-on-the-web/1682">signing up on the web</a>. Your Account: Managing your account You have the ability to manage your details and edit your information after setting up your Tide account. Invoicing: Your invoice template Tide allows you to edit your invoice template to streamline the process of sending invoices. You can edit your company details and add a logo which will appear on all <a href="https://www.tide.co/community/t/creating-a-new-invoice/395/1">new invoices</a> sent from your Tide account. Payments & Transactions: Categorising transactions Tide's categorisation tool enables you to keep track of payments and invoices, and helps classify transactions to meet accounting obligations. Tide remembers how certain types of transactions are categorised, and has the ability to auto-categorise similar transactions for you.
Guide to Tide: Table of Contents [Guide to Tide] (1)
Could not see payments made today 8 december [Payments & Transactions: Expense management] (1)
Issue sorted [Payments & Transactions: Expense management] (1)
Accessing your account on another phone ( 2 3 ) [Your Account: Managing your account] (50)
Contacting the Tide team ( 2 ) [Support: Tide member support] (30)
Creating a new invoice [Invoicing: Sending invoices] (11)
Attaching files to transactions [Payments & Transactions: Expense management] (6)
Exporting previous transactions as a .csv file [Payments & Transactions: Expense management] (9)
Step-by-step guide for creating your account as a Registered Business [Your Account: Setting up your account] (1)
The Tide Community [Support: Tide member support] (1)
Step-by-step guide for creating your account as a Sole Trader [Your Account: Setting up your account] (5)
Direct Debit [Payments & Transactions: Expense management] (2)
Creating additional current accounts [Your Account: Setting up your account] (1)
Editing your company details on your invoice template [Invoicing: Your invoice template] (3)
Sending an invoice to a new recipient [Invoicing: Sending invoices] (3)
Blocking Direct Debits [Payments & Transactions: Direct debits] (3)
Viewing your Direct Debits [Payments & Transactions: Direct debits] (1)
Viewing your account limits [Your Account: Managing your account] (3)
Managing your devices [Your Account: Managing your account] (1)
Managing your company details [Your Account: Managing your account] (3)
Editing your personal address [Your Account: Managing your account] (3)
Requesting cards for additional current accounts [Your Account: Your Tide MasterCard] (3)
Activating your card [Your Account: Your Tide MasterCard] (3)
Renaming your current accounts [Your Account: Managing your account] (1)
Editing your contact information [Your Account: Managing your account] (1)
Freezing or Cancelling your card [Your Account: Your Tide MasterCard] (3)
Editing your logo on your invoice template [Invoicing: Your invoice template] (8)
Filtering transactions by category [Tide on the Web: Expense Management] (1)
Tide on the Web: Viewing your account statements [Tide on the Web: Expense Management] (1)
Editing your saved categories online [Tide on the Web: Categorisation] (1)