Customers in SwiftlyBooks

Add a customer

1. Press New customer. A Name is enough to start.
2. Fill in Send documents to, Email and Phone, for WhatsApp too, so their documents go straight to them.
3. Days to pay sets when their invoices fall due: 0 is on receipt.
4. Documents in sets the currency their new documents start in.
5. Credit limit is what they may owe at once, in their currency. Leave it empty for no limit.
6. Press Add customer.

Bring in a list

1. Press Import. Template gives a spreadsheet with the columns it reads.
2. Choose your file, match its columns, then check the rows and import them.

Send a statement

1. Press the customer in the list, then Statement.
2. It runs from the 1st of last month to today. Change From and To for another period.
3. Press PDF for a copy to print or keep.
4. Or press WhatsApp or Email to send it to them.

Good to know

• Before an invoice is approved, it shows what the customer would owe against their credit limit, in amber once it goes over. Settings says whether going over is only warned of, or stops the invoice.
• Keep out of overdue reminders on a customer stops their reminder emails.
• A statement covers every branch, so only someone who works in all of them can make one.

Related

• Invoices
• Payments received
• Reports
• Send your first invoice