Question 1

Is Tidybill really free?

Accepted Answer

Yes. The Free plan includes 5 clients, 5 invoices per month, and 3 projects with no time limit and no credit card required. Upgrade to Starter or Pro when you need more.

Question 2

Can I migrate from FreshBooks?

Accepted Answer

Yes. Tidybill has a built-in FreshBooks import tool. Connect your FreshBooks account and import all your clients, invoices, time entries, and expenses with one click.

Question 3

How do online payments work?

Accepted Answer

Connect your Stripe account in settings. When you send an invoice, your client receives an email with a Pay Now button. They pay by credit card, and the payment is recorded automatically on the invoice.

Question 4

Can I customise my invoices?

Accepted Answer

Yes. Add your company logo, choose brand colours, set a custom layout, add header and footer text, and configure default payment terms. Every invoice looks professional and on-brand.

Question 5

What reports are available?

Accepted Answer

Tidybill includes 12 analytical reports (Profit & Loss, Outstanding Invoices, Account Aging, Revenue by Client, Payment History, Tax Summary, Team Utilization, Time by Project, Quotes Pipeline, Recurring Revenue, Invoice Summary, and Expense Report) plus CSV export on every list screen. Filter by date range, client, or project.

Question 6

How does time tracking work?

Accepted Answer

Use the built-in timer or log hours manually. View entries by day, week, or month. Mark hours as billable, then generate invoice line items directly from tracked time.

Question 7

Can multiple team members use Tidybill?

Accepted Answer

Yes. Invite team members with role-based access. Assign them to projects with custom hourly rates. The Pro plan supports up to Unlimited team members.

Question 8

How do late fees and reminders work?

Accepted Answer

Configure automatic late fees (percentage or flat amount) with a grace period. Set up payment reminder emails to send before or after the due date. Both can be customised per client.

Frequently Asked Questions

Getting Started

Invoicing

Payments

Quotes

Time Tracking

Client Portal

Billing & Plans

Account

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