New

By

Harshini

on

August 22, 2023

Blog |

Biz with Swipe

|

Product FAQs

How to select a bank account on Web

How to select a bank account on Web

‍

Step 1: Go to “Sales”, and Select “Invoices”.

Now, click on "Create Invoice” from the top right-hand corner of the screen.

Step 2: Fill in the customer's details.

You can select existing customers from the drop down list or add new customers by typing in their details manually.

(And fill in the necessary details like due date, reference number etc.)

‍Step 3: Fill in the details of the products.

You can select existing products from the drop down list or add new products by typing in their details manually.

To add more products, click on ‘+ Add New Product’, which will add new item rows.

‍Also, Click on ‘+ Add to bill’ and add the rest of the product details like quantity, category, discount, etc.

Step 4: Select the bank account

Go to “Add Payment” section and click on the drop down box below “Select Bank”

You can select an existing bank account from the drop down list or add a new bank account by typing in their details manually.

Also, add additional charges (if applicable) and create or edit notes as well as terms and conditions.

Step 5: Add your signature and click on save.

Your Invoice is ready, and a pop up appears at the top of the screen informing the same.

You can now share it via WhatsApp, SMS, or Email with your customer.

Sign Up for Free >

Featured Posts

How to Start a Gift Shop/ Store (Check Business Plan and Steps )

From Chaos to Clarity: How MediDevice HealthExperts Transformed Billing with Swipe

How to Create a Purchase Invoice on Android

How Swipe Helped Us Simplify Operations at Plant Barn

Best Business Ideas in Bangalore

From Chaos to Clarity: A Story of a Small Business Owner Using Swipe Since 2020

How to create a pro forma invoice on the web

How We Transformed Laxmi Computers with Swipe – A Simple Billing Solution That Changed Everything

You might also like

Step-by-Step Guide to GST Refund Claims in India (2026)

Learn how to claim GST refund online in India. A complete 2026 guide on GST refund process, eligibility, documents, and tracking for businesses & exporters.

Pradhan Mantri Laghu Vyapari Maandhan Yojana Details

Learn all about Pradhan Mantri Laghu Vyapari Maandhan Yojana (PMLVMY) – eligibility, benefits, registration process, and secure your future!

Mukhyamantri Udyami Yojana Bihar 2025

Get details on Mukhyamantri Udyami Yojana Bihar 2025. Learn about eligibility, benefits, application process & financial assistance.

© 2026 Nextspeed Technologies. All rights reserved.

Join community.