Invoicing Overview

Swoop's paperless invoicing process helps you:

  1. Automatically and digitally create invoices for every job
  2. Allow managers to review, confirm, and edit pricing and details on all invoices
  3. Send invoices digitally to key accounts and important customers, allowing you to get paid faster

Navigate to the "Invoices" tab to view your invoices on "Completed" jobs. We organize the process into 3 tabs:

  • New - invoices that require approval
  • Sent - invoices sent to Account
  • Paid - invoices that are marked as paid

Note: You can sort any of these tabs by selecting an account with the "Account" selector field.  You can view and edit the details on the invoice from any tab. You can also sort this tab by clicking on the row header. 


Article is closed for comments.