Navigate to the Settings section of the dashboard.

 

The Settings tab contains all of your account's main settings, such as Billing & Invoicing, Data Configuration, Contact Settings, Company Settings, Manage Users, and Personal Preferences. You can customize the various settings of your account from a single dashboard.


Billing & Invoicing

Create invoice format — Customize industry-approved invoice templates to suit your requirements. Add custom fields and details to your invoice formats. To know more about how to create an invoice format, read...

Invoice formats — Choose from previously used invoice formats and use them as a template to generate new invoices. To learn how to add custom fields to your invoice formats, read...

Invoice sequence — Add sequence numbers for your invoices/estimates when creating recurring invoices. To generate a sequence number for your invoices, read...

Covering notes — Add covering notes to your invoices and estimates. To know more about creating covering notes, read...

Digital signature — Add digital signatures when creating and sending your invoices/estimates. To create and add digital signatures to your invoices/estimates, read...

Billing Profile — Create and manage multiple billing profiles with applicable GST information. To learn how to create and manage billing profiles with and without GST information, read...


Data Configuration

Manage the details regarding your accounts data such as-

Inventory — Add new items of sale whether it is a product or service to your growing inventory. Manage all the details of your inventory including applicable GST rates and available stock on each item from a centralized dashboard. To know more about adding items and managing your inventory, read...

Tax — Manage the various applicable tax rates for different items. You can also create a new tax rate according to your requirements. To start adding tax values to ease your billing, read...

 

Plans — If you are service provider, you can create new plans that your customers can choose from. To know more about creating plans for your customers, read...

Coupons — Create and add coupons to your invoices/estimates. To know more about creating coupons and adding them to your invoices, read...

Suppliers — Create and manage all your suppliers from a central dashboard with details like contact information, industry type, etc., available. To start adding suppliers, read...

Unit Types — Customize unit types for each item of sale whether it is a product or service. 

Product Category — Manage the different products/services according to their category.

Tally Export You can import your billing, invoicing, and GST filing data into Tally, with one simple export. To know more, read...

Contact Settings


Customer structure — Add and manage customer details like customer name, contact information like email, phone number, address, etc. You also auto generate customer code for each customer and add additional information like their GST number. To know more about creating your customer structure, read...

Customer settings Customize customer settings like auto approval or payment reminders sent to customers for invoices. To know more about managing customer settings, read...

Company Settings

Update profile — Add and manage the details of your company profile such as contact information, GST information, CIN, PAN, and other identity and financial particulars. To know more, read...

Company website — Create and manage your company website with customizable company logo and URL. To learn about creating your company website, read...

Package details — Track your profile's package details, like number of invoices created and sent, its duration, number of customer notifications sent, etc. To know more about reviewing your package details and how to upgrade, read...

API keys — Set and manage API keys. 

Manage Users

Roles — Create and manage roles so that you can share access to your Swipez account. You can assign or restrict access to different features and their functions for different roles at your discretion. To know more about creating roles for your team, read...

Logins — Create separate logins for different roles to ensure both ease of access and security. To know more about how to provide your team with access to the platform, read...

Personal Preferences

Notifications — Receive notifications via SMS and/or email when your customers make a payment on their invoices. You can choose to disable notifications for received payments.

Password reset — Manage and reset your profile password as frequently as you want. 

To know about modifying your personal preferences, read...

Information shared and stored with Swipez is strictly confidential.

Get your free billing account today!

Billing and Invoicing made easy