Getting started
Sign up, set up your business details and send your first invoice in a few minutes.
1. Create your account
Sign up with your email and a password, or with Google. You start on a free 14-day trial of Unlimited, with no card needed. If a friend sent you their invite link, the trial is 30 days.
2. Set up your business
A short setup wizard asks for four things. You can skip any step and fill it in later from Settings.
- Your business: your company name, and your name and address as they should print at the top of every document.
- Logo: a PNG or JPEG, up to 2 MB. It prints in the top right corner.
- Defaults: currency, document language, date format, payment terms and your next invoice and estimate numbers. These are suggested from your browser's language.
- Bank details: how customers should pay you. See Getting paid.
3. Make your first invoice
Click New invoice on the Documents page. The editor fills in the next number, today's date and your due date, and shows the PDF beside you as you type. Everything saves automatically.
- Pick a client, or type the Bill to address. Save as client keeps it for next time.
- Add line items with a description, quantity and price. Totals, discount and tax add up as you go.
- Choose a due date, or click a payment term such as Net 30.
4. Send it
Click Email to send it to your client from Tidy Invoicer with the PDF attached, or Download PDF to send it yourself. See Sending documents.
When your client pays, set the status to Paid. The Documents page shows what is outstanding, what is overdue and what was paid this month.