Swipez Billing Questions & Answers

To Create an Invoice in Swipez Billing, follow the steps given below:

• Open your Swipez account
• Go to the Invoices section
• Create a new Invoice
• Input the required details
• Personalize the terms and conditions, if required
• Save the invoice

To manage invoice sequence numbers in Swipez Billing, follow the steps given below:

• Open your Swipez account
• Navigate to Settings
• Click on Invoice Settings
• Alter the sequence starting number, prefix and suffix
• Save your settings

To create Customize your Invoice Format in Swipez billing, follow the steps given below:

• Open your Swipez account
• Navigate to Invoice Settings
• Click on Templates
• Create a new template or select a default one
• Personalize the template as per your requirements
• Save the template

To create a payment link in Swipez billing, follow the steps given below:

• Open your Swipez account
• Navigate to the Payment Links section
• Choose an invoice or create a new one
• Click on the ‘Generate Payment Link’ option
• Personalize the message
• Share the link via email or SMS.

To Create an Estimate Using Swipez billing, follow the steps given below:

• Open your Swipez account
• Go to the Estimates section
• Input the required details
• Personalize the template as per your requirements
• Save the template
• Share the estimate directly via email or download it as a PDF

To create your customer database in Swipez Billing, follow the steps given below:

• Open your Swipez account
• Navigate to the Customer Management section
• Add customers manually or upload a bulk list using an Excel file
• To enhance organization, categorize or tag your customers.

To split invoice payments with vendors in Swipez Billing, follow the steps given below:

• Open your Swipez account
• Access the vendor payouts feature
• Configure vendors and set split percentages
• Connect the vendors to their corresponding invoices
• During the payment of the invoice, the payments will be split automatically.

To add a digital signature to your invoices in Swipez Billing, follow the steps given below:

• Open your Swipez account
• Go to Invoice Settings
• Add the digital signature in the given area
• Allow the signature option for invoices
• Save the changes

To customize payment receipts for invoices in Swipez Billing, follow the steps given below:

• Open your Swipez account
• Navigate to Settings
• Click on Receipt Templates
• Choose a pre-made template or create a new one.
• Input the required company details
• Save the template

To auto-collect recurring payments in Swipez Billing, follow the steps given below:

• Open your Swipez account
• Go to the ‘Recurring Billing’ section
• Create a recurring invoice
• Choose your customer and set the billing frequency
• Turn on the auto-debit feature to enable automatic payment deductions from customer accounts.
• Save and activate the recurring payment schedule.