To create a new invoice, tap invoice in the menu at the bottom of your screen. Once in the Tide Toolbox, tap Invoicing in the Transactions section.
Once in the invoicing section, tap create new invoice to continue. Input the name, pre-tax price and VAT rate (if applicable) of an item you wish to include in the invoice. Once complete, tap Add.
The item will appear at the bottom of the screen and your total invoice value will be calculated automatically.
You can add additional items to the same invoice as needed by tapping Add new item. Tap the bin icon next to an item to delete it from the invoice.
When all items have been added, tap Next.
Input a reference and specify a due date for payment by sliding the dates bar, then tap Next.
You now have the option to either add a new recipient 29, or select an existing one. Once chosen, tap Next.
A preview of your invoice is displayed for confirmation. Tide provides the ability to categorise the invoice 22 to assist in managing your accounts. To edit your company details shown on the invoice, update your invoice template 115.
After confirming the details of the invoice, tap Send to proceed.
You will then see the screen below, confirming the invoice has been sent.
Tap Close to return to the invoice section.
Back to Sending Invoices 90
Back to Table of Contents 22