Invoice Status
The customers invoice tab organizes all invoices for a specific customer. This includes all invoice statuses.
Create a new invoice for a customer by selecting the +New invoice button.
When an invoice is created from this page, the Customer Name and Customer Email will auto-populate in the invoice form.
Use the search bar to locate specific invoices for the customer.
Create an Invoice
When using SwipeSimple on a computer, you can create, customize and send Invoices. Now, in addition to sending Invoices to your customer via email, you can text or send the invoice via SMS.
To create an Invoice, navigate to the Invoices tab.
Click the Add New Invoice button.
Select the Customer Name field and either search within your existing list of saved customer names or create a new customer.
For an existing customer with an email on file, that email will populate automatically. If entering in a new customer’s name, add that customer’s email. Any new customer name and email will be saved to the Customers records.
When creating an invoice, there are required and optional fields:
Required Fields | Optional Fields |
Customer Name | Tax |
Customer Email | Due Date |
Invoice Number | Note |
Description |
|
Unit Price |
|
Review all information in the invoice to ensure it is correct as you will not be able to edit the invoice after sending.
Once the invoice details have been entered correctly, click Send Invoice and input the customer’s email address, phone number, or both.
Adding items to an invoice
In the description field, you can enter an item from your existing catalog or create a new item.
Please note that adding new items will not create a new item in your current item catalog automatically.
To enter an item from your existing catalog, either begin typing the name of that item in the search bar or use the drop down arrow to search.
Search and filter invoices
From the main Invoices tab on SwipeSimple Dashboard, you can search by invoice number or customer name in the main search bar. You can also use the filter drop down on the left to search by date sent or status.
To filter on the date range, click on the filter button, then click on the date field and choose an appropriate date range from the calendar picker.
To filter by status, check the box next to the relevant filter(s).
Past Due invoices are technically also Unpaid invoices and will show up when filtering on Unpaid.
Resending an invoice
From the Invoices tab on SwipeSimple Dashboard, you can resend any invoice.
Click into the invoice you would like to resend and click the Resend Invoice button in the top right hand corner.
Enter the email address or phone number you would like to send the invoice to (the previously used email or phone is auto-populated for convenience). Additionally, you can choose to send yourself a copy.
To complete the process, click the Send Invoice button.
Voiding an invoice
From the Invoices tab on SwipeSimple Dashboard, you can void any invoice.
To void an invoice, go to the invoice details page and click the Void Invoice button in the upper right hand corner.
Voiding an invoice makes it no longer payable by a cardholder and can not be undone.
If you have additional questions, contact us using the information below:
Call: 877-262-6366
Email: [email protected]