The Swipez billing software provides comprehensive reporting on all your receivables.
Using a singular dashboard you can access a host of various reports to assess your businesses financial health.
Real time view of business collections
Navigate to the Collections tab under Reports to view all reports that pertain to collections of your business.
Payment Received — The Payment Received report gives you a detailed accounting of all payments received using Swipez's invoicing functionality. Read more.
Website Payment Received — Navigate to this tab to get reports on payments that have been received using Swipez partner payment gateways directly from your website or third party software. Read more.
Plan Payment Received — If you are an internet service provider and have used Swipez's Plan functionality to list your available plans and to collect payments from your customer, details of those transactions can be found in this report. Read more.
Direct Payment Received — If your business uses Swipez's Direct Pay links to collect customer payments , details of these payments can be viewed using this report. Read more.
Ledger Reports — Navigate to the Ledger Reports section to get a summarized view of a customer financial activity with your business. Read more.
TDRs — The TDRs report gives you a detailed view of all deductions made to your customer payments including payment gateway transaction charges and GST. Read more.
In depth reporting of your invoices
Navigate to the Invoicing tab under Reports to view all reports that pertain to invoices your business has generated.
Invoice Details — The Invoice Details report is an all encompassing view into details of all your invoices created using the Swipez invoicing functionality. You can use this report for bulk download of invoices or apply multiple filters to narrow down invoice details. Read more.
Estimate Details — This report contains details of all the estimates you have raised from the software. Read more.
Aging Summary — The Aging Summary report gives you a summarized view into how many invoices raised are outstanding along with the number of days that they have been outstanding for. Read more.
Aging Details — Using this report you can access a detailed view of all your invoices along with the number of days they have been outstanding for. Read more.
Payment Expected — This report listing give you a summarized view of all invoices along with their payment time frame. This report assists in projections of collections. Read more.
Tax Summary — The Tax Summary report gives you an overview of the amount of taxes owed as per your invoices with a break up as per relevant taxation labels. Read more.
Tax Details — This report gives you a detailed view of the tax break up on an invoice level. Read more.
Details of online collections that have been deposited in your bank account
By using the Settlements tab under Reports you can track all deposits made by the payment gateway to your businesses bank account for all transactions that have been paid online.
Settlement Summary — Using this report you can get a summarized view of deposits that have been made to your bank account by the payment gateway for all customer payments received.Settlements are usually made in batches which contain 2 days of transaction amounts. This report displays the total amount of the batch and date of the deposit. Read more.
Settlement Details — The Settlement Details report gives you a detailed breakdown of the transactions that have been settled to your bank account by the payment gateway. Read more.
Refund Details — This report has details of all refund that have been initiated and processed through the Swipez billing software. Read more.
Reporting of all data and transaction information captured through forms
Navigate to the Reports tab and click on Form Builder to view all data and payments captures through Swipez form builder functionality.
Form Builder Data — Access this report to view all form and payment data that has been collected using Swipez Form Builder functionality. Read more.