Swipez updates
Swipez updates
www.swipez.in

Enable or disable online payments in invoices & estimates

 

New Feature

  

Recently a milk vendor signed up to Swipez for dairy billing and gave us following problem statement

I want to send notifications of products delivered to my customers after every delivery…

But I want them to pay only once a month!

Now that really gave us something to chew on!

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Plugin to enable or disable online payments

We have introduced a new plugin which allows you to enable or disable online payment options against your invoices or estimates.

With this plugin you can send estimates or invoices to your customers with online payment acceptance disabled. Once you are ready to enable online payments

  1. Convert your estimate to an invoice - Learn how to convert your estimate to an invoice
  2. Enable online payments against this invoice

Digitally sign your PDF invoice

 

New Feature

  

You asked… we listened & implemented the feature to digitally sign your PDF invoices

image.png Sample digital signature format from a PDF file

Add digital signature to your PDF invoice

Digital signature is now a plugin which can be enabled on any of your invoice formats. Simply edit your invoice format and start digitally signing your PDF invoices.

All invoices created either one at a time or bulk uploaded will have your digital signature affixed to your invoice.

Faster way to send bills to your customers

 

New Feature

  

What's new in this mobile app release?

  1. Collect screen has been renamed to Quick Bill so that its obvious what it does i.e. Sends a bill… quickly 😆
  2. For new users, the Quick bill screen now has simple onboarding steps. This will help new users get started with online payments faster
  3. Squashed some bugs 🐛🔨

Download the latest online payment collection app

Preview bills & view receipts of payments

 

New Feature

  

What's new in this mobile app release?

  1. New collect screen that shows payment status of the bills you have sent
  2. Now you can see the preview of your bill before you send it to your customer
  3. View receipts of payments received by clicking on entries in the Transactions and Collect screens
  4. Resend receipts to customers who have not received them the first time around
  5. More filters to help you search your collections better 🧐

Download the latest online payment collection app

New invoice listing screen and changes to reports

 

New Feature

 

 

All your invoices in one place

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As always, we heard your feedback and now our Invoice listing screen shows all your invoices irrespective of how they were created. So now whether you create a single invoice, bulk upload invoices, create via subscriptions or via APIs.

All your sales invoices now show up under the Invoices / Estimates menu option and you can now also view both Paid and Unpaid invoices in the same screen using the search criteria

New clear statuses introduced against each of your invoices

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Reporting changes

A new report has been introduced called Unpaid invoices and as the name suggests this report is a simpler way to see all your unpaid invoices.

Another new option in the date filter is All records. This allows you change the date range to view all your records on your Swipez account i.e. Since the day you started using Swipez to the current date

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Subscription based invoices

 

Improvement

 

 

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Recurring invoices or subscriptions allow you to create and send invoices as per a predefined interval.

Now you will be able to view each invoice or estimate created from a subscription.

This view will also show whether your invoice / estimate has been paid along with a quick summary of the status of your subscription

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Payment & settlement notifications on payments app

 

New Feature

  

Payment collections mobile app

Download the latest online payment collection app from :

What's new in this release?

  1. Notifications added for payment collections and bank settlements
  2. Added a notification to upgrade the app as soon as a new version is released
  3. WhatsApp share issue was cropping up in some mobiles has been fixed
  4. Fixed data access sync issues for sub merchant logins who are using the app. Primarily relevant for Swipez web merchants.
  5. Squashed some bugs 🐛🔨

Billing app for your business

 

New Feature

 

 

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Much requested and eagerly awaited your billing app is now ready 🚀🙌

Billing app with payment collections

A simple and easy to use billing app for your business. Send bills to your contacts in your phone book and start collecting payments online and recording offline payments. Collecting payments from your customers was never this easy!

Perfect billing app for small business owner

Now available on:

Your company website is ready!

 

New Feature

 

 

Your Swipez account now automatically generates a company website for you. This clean, modern and SEO friendly website comes with useful facilities like:

  1. Online payment collections
  2. New customer lead generation
  3. Key information about your company


View my company website

There are 2 ways from view and edit your company website

Option 1 : From your dashboard

To view your company website click on the View your website on your Dashboard

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This will start a tour that will walk you through various aspect of your automatically created website. You will also learn how to edit your company page via this tour.

We highly recommend you take this your and learn how to view, edit and even disable your company website

Option 2 : Settings

Settings screen is the control center of your Swipez account and from here you can also view and edit your company website. Navigate to Settings in the left hand side menu and find the Company Website option under Company Settings

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This too will start a tour that will walk you through various aspect of your automatically created website. You will also learn how to edit your company page via this tour

We highly recommend you take this your and learn how to view, edit and even disable your company website

Inventory management now available!

 

New Feature

 

 

As requested by many of our merchants we have enhanced our billing product to include inventory management

Billing with inventory management

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Inventory management software that helps you manage inventory across all your products. Product stock keeping is now available with your billing software account.

How to start using inventory management?

  1. Go to Settings in the left hand side menu and under Data configuration click on Inventory
  2. You will see your Products list here click on Create Product or Edit an existing product
  3. To start using activate Inventory management in your account activate-inventory.gif