Swipe - Billing Software Questions & Answers

To add additional charges in Swipe, follow the steps given below:

• Open your Swipe account
• Navigate to the ‘Invoices’ section
• Click on ‘Add new Invoice’
• Add additional charges by selecting the 'Additional Charges' option
• Input the required details

To add a vendor in Swipe, follow the steps given below:

• Open your Swipe account
• Navigate to 'Vendors'
• Press on the 'Add Vendor' option
• Input the required vendor details
• Hit save

Swipe does not generate e-way bills directly, but you can export the invoice and use the government’s e-way bill portal to create one manually.

To create a purchase order in Swipe, follow the steps given below:

• Open your Swipe account
• Navigate to the 'Purchase' section
• Click on 'Create Purchase Order'
• Fill in the required fields
• Generate the purchase order.

To add a bank account in Swipe, follow the steps given below:

• Open your Swipe account
• Navigate to the 'Settings' section
• Find the 'Bank Accounts' option
• Hit 'Add Bank Account'
• Input the required details
• Click on Save

To create multiple price lists in Swipe, follow the steps given below:

• Open your Swipe account
• Navigate to the 'Items' section
• Click on 'Price Lists'
• Now, add the item and give each customer a unique price list, thereby building several price lists.

To create an expense category in Swipe, follow the steps given below:

• Open your Swipe account
• Go to the 'Expenses' section
• Click on 'Categories'
• Make a new category
• Name the category
• Save it.

To track GST payment status & GST payment failures in Swipe, follow the steps given below:

• Open your Swipe account
• Navigate to the 'GST' section
• Now, you can view the GST filings' payment status, including whether they were successful, unsuccessful, or pending. Additionally, Swipe will reveal failures for simpler troubleshooting.

To create an export invoice in Swipe, follow the steps given below:

• Open your Swipe account
• Navigate to the 'Invoices' section
• Click on 'Create Export Invoice'
• Input the details that are export-specific
• Save the invoice

One can track the payments made through the Swipe app by clicking on the sent bill from the ‘Collect screen’.