Navigate to the Settings section of the dashboard.

 

The Settings tab consists of all general settings for your Swipez account such settings for Billing & Invoicing, Data Configuration, Contact settings, Company Settings, Manage users, Personal Preferences.


Billing & Invoicing: This consists of details regarding your account such as-

Creating, managing & listing of your Invoice formats. Covering notes & digital signatures can be handled from here.

Data Configuration: This consists of details regarding your accounts data such as-

Product listing, Tax values added, Coupons & suppliers, Plans (Feature for the ISP industry), Tally Export options.

Contact settings: This consists of details regarding your customer data such as your customer structure & Customer settings as shown below.

Company Settings: This consists of all details regarding your Swipez account including package details, Profile update option, Package details & API Keys.

Manage users: Users are to be given access to the platform using the option of logins & roles are to be assigned to them which limits their access over the dashboard depending upon the role assigned to them.

Personal Preferences: Let's you handle general settings, notifications & reset your password.

General Settings:  Auto approve is a setting which helps in auto approving the updated contact details filled in by the customer.

Reminders to remind the customer to make payments are to be enabled, and if you do not wish to provide the customer with reminders keep this option disabled.

To generate the customer code which uniquely differentiates the customer's details within the customer database. Enable this feature to autogenerate the customer code with a prefix of your own choice as shown in the image above.

You can provide password protection to validate receiving the right payments from the right customer, To do so keep this feature On.


Merchant Preferences (Notifications): By default, the system notifies you of any payments made by your customers both by SMS and e-mail. However, if you are receiving too many payments and would like to deactivate notifications, you can turn it off by deselecting notifications as shown in the image above.