Step 1
Dashboard
Start with the money view: outstanding totals, overdue invoices, recent activity and quick actions.
How it works
A tidy workflow from customer details to paid invoice.
These PayTidy Starter demo screenshots show the main pages small UK businesses use day to day: clients, quotes, invoices, reminders, reports and settings.
Add clients
Keep customer details, VAT numbers, payment terms and outstanding balances ready for new quotes.
Create quotes
Build a professional quote with line items, VAT, expiry dates, terms and a live document preview.
Turn work into invoices
Convert accepted work into numbered invoices with due dates, payment instructions and PDF export.
Chase payments
Generate polite reminder emails, track sent reminders and keep overdue work moving.
Step 2
Clients
Store customer records once, then reuse them across quotes, invoices and payment chasing.
Step 3
Quotes
Prepare quotes with editable line items and preview the customer-facing document before sending.
Step 4
Invoices
Issue invoices with VAT, due dates, bank details, PDF export and payment status controls.
Step 5
Payment Chaser
Draft friendly, professional or firm reminder emails using invoice and client details.
Step 6
Reports
Review outstanding invoices, overdue balances, paid totals and top customers at a glance.
Step 7
Settings
Configure VAT, numbering, payment details, business branding and reminder templates.
Ready to try the workflow?
Create a workspace and start with your own clients, quotes and invoices.