Invoices: How To Guide

With Invoices from SwipeSimple you can easily create, send, view and manage invoices from SwipeSimple Dashboard. To learn more, check out the How To Guide below or watch the webinar.

Create and send invoices:

  • Directly add items from your item catalog to an invoice

  • Set the invoice due date

  • Collect tax on the invoice

  • Customize invoices with your company logo, footer text, and customer-specific notes

  • Send invoices via email

Once the invoice is received, customers can easily pay from their computer or mobile device

Manage and view invoices:

  • View past invoices
  • View the status of all invoices – paid and unpaid

  • Manually mark an invoice as paid, if paid by the customer via cash or check

  • Send reminders for overdue invoices

  • Search and filter invoices for easy viewing

  • Export invoices into a .CSV file

Reporting on invoices  

  • Make reporting easy by filtering to the exact criteria your business is looking to view



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