Nov 3, 2023 · 1 min read · Step 1: Click on the Document Settings icon. Go to the “Quick Access” section and Click on the “Document Settings” icon present on it. Step 2: Click on “Add New Prefix”. Select the box below “Default Invoice Prefix” and click on “Add New Prefix” fr...
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Oct 25, 2023 · 2 min read · Step 1: Go to “Campaigns”. Select the “campaigns” option from the dashboard on the left. Now click on “+Create Campaign,” present at the top right corner of the screen. Step 2: Fill in the campaign details. A pop-up appears. Here, Select “...
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Oct 23, 2023 · 1 min read · Step 1: Go to “Vendors”. Select the “vendors” option from the dashboard on the left. Now click on “+Add New Vendor,” present at the top right corner of the screen. Step 2: Fill in the Vendor details. A new form appears. Here, enter the basic...
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Oct 21, 2023 · 2 min read · Step 1: Go to Products / Services. Select the Products / Services option from the dashboard on the left. Now click on “+Add New Item,” present at the top right corner of the screen. Step 2: Fill in the product details. A new form appears. ...
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Aug 2, 2023 · 1 min read · Step 1: Go to Bills Click on the Invoice you want to create the e-Invoice for under sales section. Step 2: Go to menu Now, Click on the menu button at the top right hand corner of the screen. Then, a pop up list appears from the bottom of the scree...
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Jul 31, 2023 · 2 min read · Step 1: Go to Estimates > Select Create Estimate Here you can search for existing customers or add a new customer to whom you want to send the estimate **Step 2: Enter Date ** The date should be the day you are creating the estimate. Step 3: Add...
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Jul 25, 2023 · 2 min read · Step 1. To create sales return or credit note on Swipe Web. Go to Sales and Select Credit notes from the drop down list. Then click on "Create Sales Return/Credit note” from the top right-hand corner of the screen. Step 2: Fill in the customer's det...
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