Category

Tide Payments

Code-inspected guidance for Tide Payments v1.0.0 covering GBP bank-transfer instructions, customer payment pages, Open Banking AIS connection, secure transaction import, exact automated reconciliation, audit evidence, capability boundaries and production troubleshooting.

95 connected guides10 topicsPermission-aware instructions
95 guides
Topic · 9 guides

Setup, access and operating model

Browse the complete setup, access and operating model guidance for Tide.

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Topic · 12 guides

Gateway and bank-transfer instructions

Browse the complete gateway and bank-transfer instructions guidance for Tide.

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Topic · 8 guides

Customer payment page and privacy

Browse the complete customer payment page and privacy guidance for Tide.

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Topic · 8 guides

Account details and gateway settings

Browse the complete account details and gateway settings guidance for Tide.

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Topic · 12 guides

Open Banking connection and consent

Browse the complete open banking connection and consent guidance for Tide.

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Topic · 8 guides

Transaction import and bank-feed review

Browse the complete transaction import and bank-feed review guidance for Tide.

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Topic · 13 guides

Automatic and manual reconciliation

Browse the complete automatic and manual reconciliation guidance for Tide.

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Topic · 8 guides

Audit, security and tenant isolation

Browse the complete audit, security and tenant isolation guidance for Tide.

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Topic · 7 guides

Supported capabilities and hard-disabled features

Browse the complete supported capabilities and hard-disabled features guidance for Tide.

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Topic · 10 guides

Troubleshooting and production readiness

Browse the complete troubleshooting and production readiness guidance for Tide.

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Guide

Tide Payments overview

Detailed client guidance covering tide Payments overview, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Open and navigate Tide Payments

Detailed client guidance covering open and navigate Tide Payments, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Assign Tide Payments staff permissions

Detailed client guidance covering assign Tide Payments staff permissions, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Understand the Tide Payments dashboard KPIs

Detailed client guidance covering understand the Tide Payments dashboard KPIs, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Review Tide Payments capabilities before enabling the gateway

Detailed client guidance covering review Tide Payments capabilities before enabling the gateway, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Prepare a safe pilot for Tide bank-transfer payments

Detailed client guidance covering prepare a safe pilot for Tide bank-transfer payments, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Understand what deactivation preserves in Tide Payments

Detailed client guidance covering understand what deactivation preserves in Tide Payments, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Separate settings, reconciliation and audit responsibilities

Detailed client guidance covering separate settings, reconciliation and audit responsibilities, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Complete the Tide Payments pre-production readiness checklist

Detailed client guidance covering complete the Tide Payments pre-production readiness checklist, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Enable the Tide bank-transfer payment gateway

Detailed client guidance covering enable the Tide bank-transfer payment gateway, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Understand how the Tide gateway creates an invoice transfer instruction

Detailed client guidance covering understand how the Tide gateway creates an invoice transfer instruction, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Understand the unique Tide invoice payment reference

Detailed client guidance covering understand the unique Tide invoice payment reference, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Why Tide gateway payments are GBP only

Detailed client guidance covering why Tide gateway payments are GBP only, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Why the Tide gateway amount must equal the current outstanding invoice balance

Detailed client guidance covering why the Tide gateway amount must equal the current outstanding invoice balance, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Start a Tide payment from a payable invoice

Detailed client guidance covering start a Tide payment from a payable invoice, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Understand when a Tide payment instruction becomes stale

Detailed client guidance covering understand when a Tide payment instruction becomes stale, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Regenerate a valid Tide payment instruction after the invoice balance changes

Detailed client guidance covering regenerate a valid Tide payment instruction after the invoice balance changes, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Why partial payment amounts cannot be chosen at Tide gateway initiation

Detailed client guidance covering why partial payment amounts cannot be chosen at Tide gateway initiation, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Why the customer must use the exact Tide payment reference

Detailed client guidance covering why the customer must use the exact Tide payment reference, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Understand how native invoice payment status remains authoritative

Detailed client guidance covering understand how native invoice payment status remains authoritative, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Troubleshoot a Tide gateway instruction that cannot be created

Detailed client guidance covering troubleshoot a Tide gateway instruction that cannot be created, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Use the customer Tide bank-transfer page

Detailed client guidance covering use the customer Tide bank-transfer page, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Understand what the customer sees on the Tide payment page

Detailed client guidance covering understand what the customer sees on the Tide payment page, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

When Tide account details are revealed to a customer

Detailed client guidance covering when Tide account details are revealed to a customer, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Return from the Tide payment page to the invoice

Detailed client guidance covering return from the Tide payment page to the invoice, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Protect invoice hashes on the Tide public payment route

Detailed client guidance covering protect invoice hashes on the Tide public payment route, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Why an invalid or non-payable invoice cannot open Tide payment instructions

Detailed client guidance covering why an invalid or non-payable invoice cannot open Tide payment instructions, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Explain Tide bank-transfer timing to a customer

Detailed client guidance covering explain Tide bank-transfer timing to a customer, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Troubleshoot a customer who cannot open the Tide payment page

Detailed client guidance covering troubleshoot a customer who cannot open the Tide payment page, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Configure the Tide account name shown to customers

Detailed client guidance covering configure the Tide account name shown to customers, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Enter and validate a Tide sort code

Detailed client guidance covering enter and validate a Tide sort code, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Enter and validate a Tide account number

Detailed client guidance covering enter and validate a Tide account number, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Configure the Tide payment-reference prefix

Detailed client guidance covering configure the Tide payment-reference prefix, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Understand the payment-reference prefix length and character rules

Detailed client guidance covering understand the payment-reference prefix length and character rules, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Set the Tide reconciliation lookback period

Detailed client guidance covering set the Tide reconciliation lookback period, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Enable or disable automatic Tide reconciliation

Detailed client guidance covering enable or disable automatic Tide reconciliation, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Review all Tide gateway settings before production

Detailed client guidance covering review all Tide gateway settings before production, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Understand the Tide Open Banking connection used by the module

Detailed client guidance covering understand the Tide Open Banking connection used by the module, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Choose Sandbox or Production for Tide Open Banking

Detailed client guidance covering choose Sandbox or Production for Tide Open Banking, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Configure the Tide Open Banking client ID

Detailed client guidance covering configure the Tide Open Banking client ID, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Configure the Tide Open Banking redirect URI

Detailed client guidance covering configure the Tide Open Banking redirect URI, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Configure the Tide Open Banking scope

Detailed client guidance covering configure the Tide Open Banking scope, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Configure the Tide financial ID

Detailed client guidance covering configure the Tide financial ID, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Configure the Tide Open Banking account ID

Detailed client guidance covering configure the Tide Open Banking account ID, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Enter a Tide access token securely

Detailed client guidance covering enter a Tide access token securely, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Enter an optional Tide refresh token securely

Detailed client guidance covering enter an optional Tide refresh token securely, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Configure the Tide mTLS certificate and private-key paths

Detailed client guidance covering configure the Tide mTLS certificate and private-key paths, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Verify the configured Tide account through AIS

Detailed client guidance covering verify the configured Tide account through AIS, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Disconnect the Tide Open Banking connection safely

Detailed client guidance covering disconnect the Tide Open Banking connection safely, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Open the Tide Transactions register

Detailed client guidance covering open the Tide Transactions register, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Understand which Tide AIS transactions are imported

Detailed client guidance covering understand which Tide AIS transactions are imported, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Understand Booked versus non-Booked Tide transactions

Detailed client guidance covering understand Booked versus non-Booked Tide transactions, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Understand Credit versus Debit Tide transactions

Detailed client guidance covering understand Credit versus Debit Tide transactions, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Why non-GBP Tide transactions are not auto-reconciled

Detailed client guidance covering why non-GBP Tide transactions are not auto-reconciled, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Review Tide transaction ID, booking date, reference and amount

Detailed client guidance covering review Tide transaction ID, booking date, reference and amount, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Understand Tide transaction pagination and import safety

Detailed client guidance covering understand Tide transaction pagination and import safety, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Troubleshoot a missing Tide AIS transaction

Detailed client guidance covering troubleshoot a missing Tide AIS transaction, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Understand Tide automatic bank-transfer reconciliation

Detailed client guidance covering understand Tide automatic bank-transfer reconciliation, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Run Tide reconciliation manually

Detailed client guidance covering run Tide reconciliation manually, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Understand the exact-reference Tide matching rule

Detailed client guidance covering understand the exact-reference Tide matching rule, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Understand the exact-outstanding-balance Tide matching rule

Detailed client guidance covering understand the exact-outstanding-balance Tide matching rule, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Why only Booked Credit GBP transactions can reconcile automatically

Detailed client guidance covering why only Booked Credit GBP transactions can reconcile automatically, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Understand the Tide reconciliation lookback window

Detailed client guidance covering understand the Tide reconciliation lookback window, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Prevent duplicate Tide reconciliation with transaction idempotency

Detailed client guidance covering prevent duplicate Tide reconciliation with transaction idempotency, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Understand the per-connection Tide reconciliation lock

Detailed client guidance covering understand the per-connection Tide reconciliation lock, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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How a successful Tide match records the native invoice payment

Detailed client guidance covering how a successful Tide match records the native invoice payment, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Review Tide reconciled and unreconciled counts

Detailed client guidance covering review Tide reconciled and unreconciled counts, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Interpret a Tide transaction that remains unreconciled

Detailed client guidance covering interpret a Tide transaction that remains unreconciled, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Re-run Tide reconciliation after correcting a reference or connection issue

Detailed client guidance covering re-run Tide reconciliation after correcting a reference or connection issue, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Troubleshoot a Tide reconciliation run that reports an error

Detailed client guidance covering troubleshoot a Tide reconciliation run that reports an error, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Open the Tide Payments audit log

Detailed client guidance covering open the Tide Payments audit log, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Understand Tide audit events, actors and request identifiers

Detailed client guidance covering understand Tide audit events, actors and request identifiers, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Understand how Tide access and refresh tokens are encrypted

Detailed client guidance covering understand how Tide access and refresh tokens are encrypted, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Understand Tide mTLS requirements for API requests

Detailed client guidance covering understand Tide mTLS requirements for API requests, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Understand TLS verification and safe API-origin controls

Detailed client guidance covering understand TLS verification and safe API-origin controls, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Understand Tide tenant isolation for connections and payments

Detailed client guidance covering understand Tide tenant isolation for connections and payments, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Review Tide security evidence after a reconciliation incident

Detailed client guidance covering review Tide security evidence after a reconciliation incident, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Disconnect Tide tokens without deleting historical reconciliation evidence

Detailed client guidance covering disconnect Tide tokens without deleting historical reconciliation evidence, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Understand which Tide capabilities are available in this release

Detailed client guidance covering understand which Tide capabilities are available in this release, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Why Tide Payment Links are not available in this module

Detailed client guidance covering why Tide Payment Links are not available in this module, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Why card acceptance is not available in this module

Detailed client guidance covering why card acceptance is not available in this module, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Why Apple Pay and Google Pay are not available in this module

Detailed client guidance covering why Apple Pay and Google Pay are not available in this module, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Why merchant Pay by Bank is not available in this module

Detailed client guidance covering why merchant Pay by Bank is not available in this module, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Why customer Direct Debit is not offered by this module

Detailed client guidance covering why customer Direct Debit is not offered by this module, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Understand fail-closed Tide partner capability checks

Detailed client guidance covering understand fail-closed Tide partner capability checks, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Why the Tide Payments menu or action is missing

Detailed client guidance covering why the Tide Payments menu or action is missing, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Why Tide settings reject the sort code or account number

Detailed client guidance covering why Tide settings reject the sort code or account number, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Why Tide settings reject the Open Banking redirect URI

Detailed client guidance covering why Tide settings reject the Open Banking redirect URI, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Why Tide settings require both mTLS certificate and key paths

Detailed client guidance covering why Tide settings require both mTLS certificate and key paths, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Why the Tide connection needs both an account ID and access token

Detailed client guidance covering why the Tide connection needs both an account ID and access token, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Why Tide connection verification returns an error

Detailed client guidance covering why Tide connection verification returns an error, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Why automatic Tide reconciliation is not running

Detailed client guidance covering why automatic Tide reconciliation is not running, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Why a Tide customer transfer has not reconciled yet

Detailed client guidance covering why a Tide customer transfer has not reconciled yet, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Run a production-readiness review for Tide Open Banking

Detailed client guidance covering run a production-readiness review for Tide Open Banking, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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Guide

Run a post-incident safety review for Tide Payments

Detailed client guidance covering run a post-incident safety review for Tide Payments, with exact eligibility, security, verification and troubleshooting boundaries for the shipped Tide payment and Open Banking controls.

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