Help · Sales

Invoices in SwiftlyBooks

The invoices you raise for customers, each in its own currency. Each gets its number when it is approved.

Raise an invoice

Press New invoice.
Choose the customer, then add a line for each item or service, with its quantity and price.
Type Their order number if the customer gave you one: it prints on the invoice.
Press Save draft to finish later, or Approve. It gets its number, such as INV-HO-000001, and goes into the books.
On a draft someone else made, press Send back and say what needs changing. They get an alert, and saving it again asks for approval again.

Press Email or WhatsApp on the invoice.
To send it as you approve it, tick sending in the editor: the button becomes Approve and send.

Approving an invoice signs it with ZIMRA. It shows Fiscalised with ZIMRA, and its PDF carries ZIMRA's QR code.

Approving an invoice sends it to ZRA's Smart Invoice, which signs it. Its PDF carries ZRA's QR code.

Press Record payment on the invoice, and choose the wallet it was Paid into.
Or match the payment when it reaches the bank, in Banking.

An approved invoice isn't edited: put it right with a Credit note.
For a customer with a credit limit, the editor shows what they would owe with the invoice. Where Settings stop invoices over the limit, one that would go over isn't approved.
A fiscalised invoice can change no other way: a credit or debit note is fiscalised too.
The day's rates price the invoice, and stay with it.
Each branch numbers its own invoices, with no gaps.

The same help is in the app: press the ? at the top of any page.