Navigate to the Data Configuration section of the dashboard.
Upon clicking on the Data Configuration tab a drop-down menu should appear.
The General Settings tab consists of all general settings for your Swipez account such as adding your invoice sequence, setting customer code to auto-generate, etc.
Data Settings: This consists of details regarding your account such as-
Invoice Bulk Upload Details: This shows you the number of bulk invoices you are capable of uploading at one time. If you wish to increase this limit kindly write an E-mail to email@example.com requesting for the same.
Customer Bulk Upload Details: This shows you the number of customers you are capable of uploading at one time in bulk. If you wish to increase this limit kindly write an E-mail to firstname.lastname@example.org requesting for the same.
Customer Management: 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.
Preferences: 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.
Auto Generate Sequence: Use this section to set up your estimate & invoice sequence number according to your companies prefix.
Click on the Update button to save all the changes made.