Hello, I’ve just signed up for banking with Tide and am having a couple of problems with invoicing
After generating an invoice, I would like to download the invoice and attach it to my own email which I send with a Client Letter and an introductory email. Instead, it seems the online service requires me to automatically send the invoice through Tide banking, is there a way to switch that off so that I can download the invoice as a .pdf and independently attach it to my own email?
Secondly, when adding a recipient, is it necessary to add Company Name and address? I have clients who are not companies and do not have a fixed address, is there a way to leave these fields blank?