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Billing software overview
How to create an invoice
How to create an estimate
Billing software overview
Create an invoice format
How to create promotions
How can i check details of customer transactions
Add custom fields to your invoice
Generate a sequence number for invoices
Use your own invoice number sequence
Setup GST tax rates for invoicing
View all articles in “Billing software”
What are transaction charges or TDR's
How do i add a payment gateway to my website
After registering how long before i can collect online payments
What if the customer raises a dispute after paying
I have got a payment notification but the payment is not reflecting in the bank account
What happens when a transaction fails
What type of online payment options will I be able to accept through Swipez
How to reconcile a transaction?
View all articles in “Online payments”
How can i check payments that have been received
How can i check payment details of all my invoices and estimates
How can i check when payments collected have been deposited to my bank account
How can i check payments and data captured from my forms
Swipez reporting overview
Settings and configuration
Data Configuration Overview
Maintain list of products or services for invoicing
How to add your tax values to simplify your billing
How to create coupon codes
Assign roles to your employees granting them limited access of the platform
Automatically set billing period for recurring invoices
How to manage general account settings
How to add your suppliers?
View all articles in “Settings and configuration”
Business contact management
Business contact management overview
How to create your customer database structure
Import customer data using Excel or APIs
How to create a vendor and enable payouts
Bulk upload vendor data
How to create a franchise and enable payouts
Bulk upload franchise data
How to create a new customer
View all articles in “Business contact management”
Expense management overview
How to activate the expense management software
How to access expense management software
How to create an expense
How to create a purchase order
How to bulk upload your expenses
How to view and manage existing expense entries
How to view your listed purchase orders
View all articles in “Expense management”
Event registration software overview
How to create an event
How can i check and edit existing events
How to view attendees list of my event
How to manage offline booking for your event
How to use the QR Code reader to simplify event entry
How to view ticket sales by packages or categories
How to view a list of transactions for multiple events
GST filing software
Steps to link your GSTIN with your Swipez account
How to file for your GSTR 1
How to file GSTR 3B
How to move your invoices from the Swipez platform to file for GST
How to view a list of all your invoices before filing for GST
How to upload Amazon or Flipkart seller invoices for GST filing
GST software overview
How to add a beneficiary?
How to view your listed beneficiaries?
How to add beneficiaries in bulk?
How to transfer funds to your beneficiaries?
How to view your payout transfers list?
How to make multiple transfers in bulk?
How to withdraw your payouts account balance to your bank account?
How to make instant refunds or send out funds with ease?