How to Create an Estimate Using Swipez billing?

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 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.