Getting paid

Print your bank details, add a Pay online link, and mark invoices paid. Spot overdue invoices.

Tidy Invoicer never handles your money. Payments go straight from your client to you; we only print how to pay.

Bank details

Add them in Settings under Bank information, or in the setup wizard. They print at the bottom of your invoices.

• Click a button to add a common field with its label filled in: Bank Name, Account Number, IBAN, SWIFT/BIC, Sort Code and more. The usual ones for your country come first.
• + Other adds a blank row for anything else.
• Use the arrows to reorder rows and the bin to remove one. Empty rows are not saved.

New documents take your bank details from Settings. To use different details on one document, change them in that document's Bank information section.

Tidy Invoicer does not connect to your bank or use these details for anything else.

Pay online link

If you take card payments, paste a payment link in Settings under Pay online link: a Stripe payment link, PayPal.me, or your bank's payment page. It prints as a clickable "Pay online" link on invoices that are not paid yet. Add {{pay_online_link}} to your email template to include it in emails too.

Marking invoices paid

Set an invoice's status to Paid. The paid date is today unless you change it, and it prints on the PDF. To mark several at once, tick them on the Documents page and click Mark as paid.

Keeping track

The top of the Documents page shows money outstanding (sent, not paid), money overdue (sent and past the due date) and money paid this month, in each currency you use. Click a figure to see those invoices.