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Settings and configuration

Settings and configuration

Setup your Swipez business account with data and configuration as per your business preference.

Data Configuration Overview

Configure settings and set up your base data configuration for your Swipez account
Maintain list of products or services for invoicing

Adding your products will simplify your billing process and help you bill your customers with ease.
How to add your tax values to simplify your billing

Wish to add your tax values and ease your billing processes? Follow the given steps.
How to create coupon codes

Wish to provide coupons and discounts to your customers. Follow these simple steps given below.
Assign roles to your employees granting them limited access of the platform

Follow these simple steps to assign roles to your employees ensuring they access only what is required according to their job role.
Automatically set billing period for recurring invoices

Subscriptions or recurring invoices are automatically sent to customers at a preset frequency. The billing period needs to show up accurately when a new invoice is created.
How to manage general account settings

General settings to set up your Swipez account according to your requirements.
How to add your suppliers

Add you suppliers and keep them notified of your requirements.
Access keys for API integration

Integrate your Swipez account with other platforms used by your business using our APIs
How to add a sub merchant and provide them access to the dashboard

Wish to provide your employees with limited access pertaining to their job role, add multiple users at your own convenience.
How to create a covering note to be added to your invoices

Covering notes help to give your customer a background of your invoice and also provides space to you to thank your customer and add your companies personalized touch