Features
Invoices, bills and everything between
SwiftlyBooks takes a sale from quote to paid invoice, and a purchase from order to paid bill. Every document is numbered per branch with no gaps, posts its own balanced entry, and reaches your customer by email or WhatsApp with a PDF and a link.
- Invoices, cash receipts and credit notes, with quotes, sales orders and debit notes when you switch them on.
- Bills and expenses, with purchase orders when you switch them on, and a photo of the bill kept with it.
- Recurring invoices, bills and expenses on the schedule you set.
- Payments matched to what they settle, and a customer's credit used against a later invoice.
- Overdue reminders by email on the days you choose, and a statement whenever a customer asks for one.
- A credit limit for each customer, with a warning, or a stop, when an invoice would take them over it.
- Bill reminders, when you switch them on: every bill to pay on one page, a reminder by email and in the app before each falls due, and bills with no document yet, such as rent or a licence, listed and paid from there.
- Your logo on every document, in the layout you choose: Classic, Modern, Compact, Bold, Minimal or Letterhead, or a till roll for receipts.
- A second person's approval before a document goes out, where you ask for one.
Common questions
Can I send invoices on WhatsApp?
Yes. An invoice can be shared on WhatsApp or emailed, with a link your customer opens without signing in. The link works for 14 days.
Are invoice numbers gapless?
Yes. Each kind of document is numbered per branch with no gaps.
Can I change an invoice once it has gone out?
Not in place. A draft can be changed until it is approved; after that, it is corrected with a credit or debit note, so the record stays whole.
Can SwiftlyBooks remind me of bills I have to pay?
Yes. Switch on bill reminders in Settings. Every bill to pay is on one page, with what is overdue first, and reminders come by email and in the app: at first 3 days before, on the due day, and 1 and 7 days late.