Finance
Swiftlier enables you to efficiently collect and record payments you've received via different tender types, i.e.:
- credit/debit card
- mobile payments (Apple Pay, Google Pay)
- bank transfer
- cash
- cheque
- other (you will be asked to specify)
Payments work in conjunction with a straightforward invoicing system that enables you to easily bill your clients, automatically create invoices and send reminders to clients when payments are due (and overdue!).
A key principle of Swiftlier is that, as much as possible, the system should automatically manage the finances of orders for you.
Specifically, your staff should interact with your customers and deal with the practicalities of creating orders (or making cancellations), and the system will respond by generating the relevant charges, credits and financial paperwork accurately and automatically.
Swiftlier's billing module will:
- generate invoices and credit notes based on what's been purchased or cancelled;
- automatically record payments received online via your Shop and Customer Portal against the correct party's account;
- give you the option to add further payments or refunds manually;
- match payments and refunds against the relevant invoices and credit notes;
- automatically send emails to customers when invoices are due and overdue.
This allows your staff to manage customer financial accounts and ensure that everything is balanced.
To keep your books balanced, we provide tools that aid in the tracking of invoices and payments. And when the system needs a little help, we provide manual overrides and the ability to create manual invoices, credit notes and write offs.
While the billing module is a core part of Swiftlier, we partner with Stripe for credit and debit card processing - so you will need a Stripe account for your organisation to get going with online card payments. It's easy to create one from inside Swiftlier, if you don't have one already.