Invoicing

Can I carbon copy invoice emails?

CC invoices to multiple recipients At times, an invoice needs to be sent to multiple recipients. For example, you need to send your invoice to your client but also inform their accounts department. In such cases it is useful to have the ability to send an invoice and mark a cc to one or many […]

How can I find out how an invoice was paid?

Invoices which have been paid by your consumer will now feature a section at the bottom which displays the payment details. The final section of your paid / settled invoices will include the below grid. This can be accessed from Reports -> Invoice details report.

Can consumers change their communication preferences?

At Swipez, we strive to ensure that your customer communications are accurate and relevant. To meet this objective, we have created an unsubscription system which allows a consumer to modify their communication preferences. Your consumers can unsubscribe and choose from one of the following reasons: This Bill has already been settled Paid using offline modes Don’t […]

Fixed fee payment template

This template has been customised for educational institutes or any other companies collecting fixed amounts from customers. To customise this template, you need to first enter a template name. The name is to help you identify and select a particular invoice template from other saved templates shown under ‘List templates’. This template has 4 sections: […]

Duration payment template

With this template, you could create invoices with annual fees and create and apply discounts for longer duration payments. It is especially useful for ISPs and cable operators collecting one-time payments. To customise this template, you need to first enter a template name. The standard template has 5 sections: Header Section – You may add your […]

Multiplier payment template

Multiplier payment template on Swipez is specially useful for businesses selling multiple units of different products, typically restaurants to collect charges from customers. The merchant can specify the products or services that the customer is being billed for in the particulars section along with the quantity ordered. Additional fields for adding taxes are also part of this template. […]

Adding a new row in the taxes section

While customising an invoice template, the tax breakup (tax label and tax in %) maybe added by clicking on ‘Add new row’ button in the Add taxes section. Multiple rows can also be created using this function. If you are not sure of the tax details at the outset i.e. while customising the template, you can choose to […]

Adding a new row in particulars section

Particulars allow a merchant to add break-up of a bill raised to a customer. This is useful when a customer needs to see each item that has been charged and its respective quantity or price. While customising an invoice template, the user may click on ‘Add new row’ in the particulars section and fill out the […]

Customising sections in a payment template

Swipez lets you customise the various fields under each section in a payment template with few in-built features. Header section – This is the section which would appear right on the top of your customer invoice. Header section generally includes your company logo and company details. Adding a company logo – Click on ‘Select logo’ […]

Standard payment template

Standard payment template on Swipez helps a merchant in customising the break-up of a bill by creating a line item as per the businesses need. Additional fields for adding taxes are also part of this template. To customise this template, you need to first enter a template name. The standard template has 4 sections: Header Section – You […]

Simple payment template

A simple payment template on Swipez may be used for collecting payments which have no break-up of bill details and tax components. To customise this template, you need to first enter a template name. The name is to help you identify and select a particular invoice template from other saved templates shown under ‘List templates’. […]

Can I notify my suppliers for incoming payments?

The ‘Enable Supplier’ field is available in all the invoice templates except the simple template. This field lets you add any vendor you would like to notify when a customer payment is completed. To know more about the ‘Supplier’ feature and how to add a supplier, click here – https://www.swipez.in/faq/what-is-the-my-suppliers-feature Once a supplier has been added […]

Where can I view invoice templates already created on the dashboard?

You may view the customised invoice template under ‘List templates’ in ‘Invoice templates’ section. The page displays the template name with the created date. In case of having many customised templates, you may enter the name of the template or the created date in the search option to look up for a particular template. In this page, […]

Can I notify a vendor (supplier) when a customer payment has been made?

Yes, the ‘Suppliers’ tab under ‘Data Configuration’ is useful in cases where you want a vendor of your company to be notified when a customer payment is completed. For example, if you are an event management company, you may want to notify the venue booking company, florist, event photographer, etc. after a customer payment has […]

Where do I add additional charges such as service charge?

For adding additional charges, there is a separate section in the payment templates called ‘Add taxes’.   Normally, if this is a percentage, the system will calculate the amount after it is entered in the field provided and display the absolute value.

How do I modify an existing system template?

If you would like to modify and customise any of the system templates, you need to click on the “clone” button on the respective template. Next, you can make changes on the template as per your requirement by adding/deleting fields, adding the company logo, etc. However, please note that certain fields in a template cannot be modified […]

How to automate recurring payment requests to customers?

The subscription feature in Swipez is extremely useful if you are in a business that needs to collect recurring customer payments of the same amount. For example, if you are a club and you need to collect payments from members on a monthly basis, then you can automate the same by using the feature. This […]