How to create invoice on Swipe

Create Invoice on Swipe

2 min read

Step 1. Go to Sales > Select Create Invoice.

To create and invoice visit Swipe Web. go to sales on the left hand side of the dashboard. After clicking on 'sales'. A drop down menu appear.

Click on create invoice. You can also select create invoice from the top right-hand corner of the screen.

Create invoice

Create invoice on Swipe

Step 2: Here you can add a new customer.

Add new customers in Swipe

Step 3: Here you can add existing customer from the list.

Add for existing customers.

Step 4: Enter date & due date.

select date and due date

Step 5: You can add reference here for this invoice.

add reference

Step 6. Here you can add a new product.

Add product on Swipe

Step 7: You can search for existing product

add existing product

Step 8: Use show/hide description of the products in the invoice

Show description of products

Step 9: Fill in other details.

(like quantity, unit price, price with tax and discount in both percentage and rupees)

other details

Step 10: Create & Edit notes as well as terms conditions.

add terms and conditions

Step 11: Save the invoice for later or print it immediately.

save and print

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Written by

Swipe

Our Mission is to simplify finance so every growing business can reach its full potential. Empowering businesses across India Welcome to the future of billing with Swipe! We believe in effortless, efficient, and empowering finance management for businesses across India. Swipe is designed to revolutionize the way business owners handle invoicing and payments, making it easier than ever to stay organized and get paid on time. Take a step further with Swipe and experience the simplicity of managing your finances. Who Are We? Swipe is a simple invoicing, payments & GST compliance software trusted and loved by 5L+ SMEs in India. With Swipe, we've streamlined the billing process, eliminating the headaches and complexities of invoicing. We continue beyond just creating invoices. Customize your invoices with your brand colors, choose from different invoice templates, e-Way bills, e-Invoicing, export invoices, GST reports, online store, and much more, all within one app. Let us handle the billing while you focus on what you do best – growing your business!