Will there be a confirmation that the invoice has successfully been delivered to my customer's inbox?
In the event that an invoice is unable to be delivered, the invoice status will update to say "Undeliverable."
Where can I see the last time an invoice was sent to my customer?
You can check the last time an invoice was sent to your customer on the main Invoices tab in your SwipeSimple Dashboard under ‘Date Sent’.
Can my customers pay invoices from their mobile phone?
Yes, all invoices can be paid from almost any mobile browser.
Is there a section in the invoice to write a note?
Yes, when creating a new invoice you can add notes where you see + Add Note at the bottom left hand side of the page.
Can I edit an invoice after it’s been sent to my customer?
No, an invoice cannot be edited once it has been sent. In the event an invoice is no longer accurate, the best course of action is to void that invoice and create a new one.
If I add an item to my invoice that is not currently in my catalog, will it auto create a new catalog item for me?
No, entering a new item in invoices will not create a new item in your catalog. To invoice on the same item multiple times, add the item to your catalog and it will become a drop down option for you when you create an invoice.
Can I customize the look of my invoice?
Yes, you can add your company logo, or any picture, and change the color of your invoice in the Account Settings on your SwipeSimple Dashboard.
Do invoices show up in my transaction history?
Yes, paid invoices will show in your Transaction History and be identified ‘Invoices’ in the transaction method.
How will I know my customer has paid their invoice?
An invoice paid directly from SwipeSimple will show a Status of “Paid” under the Invoices tab in your SwipeSimple Dashboard. If your customer has paid for the invoice via check or cash - you can auto change the Status to “Marked as Paid”.
Will I receive a notification that my customer has paid their invoice?
You will not be automatically alerted when an invoice has been paid. You can check the status of payment on the SwipeSimple Dashboard under Invoices under ‘Status’.
Will my customer get an email if their invoice is overdue?
No, your customer will not get an auto email once their invoice becomes overdue. You can resend the invoice by clicking into the invoice on your SwipeSimple Dashboard and clicking “Resend Invoice” on the upper right hand side of the page.
Will my customer be able to see that they’ve paid the invoice?
Yes, once Paid the customer will see a ‘Paid’ stamp on their invoice.
If I’m invoicing a new customer, will their information be saved for future use?
If you are invoicing a customer for the first time SwipeSimple will save their information. If the customer is already on file, the invoice will tie to their existing profile.
Can I send my customer an invoice on my SwipeSimple App?
At this time, Invoices can only be sent via the SwipeSimple Dashboard.
Can I offer an early-pay discount for a customer's invoice?
Not at this time.
Does the email generated include a PDF of the invoice?
No, the customer will get a web page with the invoice and a payment link to pay that invoice. A PDF is not created.
How does selecting items impact my inventory counts?
If you track inventory through SwipeSimple, the quantity sold of that item through your Invoice will deduct from your item catalog.
What if my customer says they did not get the invoice?
If your customer has not received their invoice, check the status page on the Invoices tab of your SwipeSimple Dashboard to confirm successful delivery.
Where can I find the secure payment link?
The payment link can be found on the invoice details page by clicking on the hyperlink of the Invoice Number.