Tidy Invoicer docs
Everything you can do in Tidy Invoicer, one short page at a time. New here? Start with Getting started.
Basics
Getting started
Sign up, set up your business details and send your first invoice in a few minutes.
Invoices and estimates
Create documents, set dates and payment terms, track their status, and duplicate, renew or convert them.
Clients
Save the people you bill once, with their address and billing email, and pick them on any document.
Templates
Start every invoice or estimate from a template with your usual items, notes and fields, and set the wording of your emails.
Sending and getting paid
Sending documents
Email a document from the app with the PDF attached, share a private link, or download the PDF.
Getting paid
Print your bank details, add a Pay online link, and mark invoices paid. Spot overdue invoices.
Settings
Your business and PDFs
Business name and address, logo, document language, currency, date format and numbering.
Team and companies
Invite people to work with you, choose who is an owner, and keep separate companies under one login.
Account
Plans and billing
The free trial, the Free plan and Unlimited. Subscribing, changing or cancelling, and inviting friends.
Your data and account
Export everything, delete a company or your whole account, and how your data is kept private.
Looking for advice on invoicing itself, like what an invoice must include? See the guides.