New

By

Harshini Harsthavaram

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.

Customer testimonials 7

Sign Up for Free >

Featured Posts

"Why Swipe Will Always Be My First Choice" -Abhishek Dutta | Customer Testimonial

Two Physiotherapy Clinics Run Seamlessly with Swipe | Real User Experience

How to create a pro forma invoice on the web

From Day One to Done Right: How Raw Perks Scaled Corporate Pantry Billing with Swipe

Customer Testimonial | Streamlined Billing with Swipe 'HV Steels'

How to add users on the web.

A step-by-step guide to E-Way Bill integration

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

You might also like

Income Tax notices based on GSTR-2A? Know why

Understand why the entry of gSTR-2A might be the reason for the issuance of income tax notices, mismatch notices, and what firms should do.

HSN code 5102 explained: GST rate on fine & coarse animal hair

Learn everything about HSN code 5102 including definition, GST rates on fine & coarse animal hair, compliance rules, exemptions and invoicing.

GST on fees remitted to SEBI: Applicability explained

Understand GST on fees remitted to SEBI, its applicability, tax treatment, and compliance requirements for businesses and intermediaries in India.

© 2026 Nextspeed Technologies. All rights reserved.

Join community.