Category: Help

5 Minute Setup – Invoice Software

Sending your first invoice is easy and free! Define your settings for how you want to get paid (one time only) Create your invoice / quote / credit memo First, visit your Accounting Setup Page at http://swiftcloud.io/accounting/settings. In the top right, set a payment method – we recommend Paypal to start… Next, on the left side, Read More…

Setup – WordPress Electronic Signature

5 Minute Setup of WordPress Electronic Signature First, install the plugin. The easiest and fastest – no FTP required – is login to your WordPress control panel >> Plugins >> Add New (usually at http://YOURSITEHERE.com/wp-admin/plugin-install.php ), search for “Swift Signature” and click “Install Now” and then the blue “Activate” Next, when you installed the plugin, we automatically Read More…

Online Invoice Generator Software

Swift Invoice is a Free Online Invoice Generator Software (Web-Based) For now, it’s totally free. We’ll split off a more powerful and fancy paid version soon, but for now, it’s all free. We originally built this tool simply because we needed it, for invoicing clients – so rather than build something strictly for ourselves, we Read More…

Online Invoice Generator Payment Methods

Our Online Invoice Generator is simple and easy – if you haven’t already, try it now for free and send an invoice in minutes. Naturally, any invoice can be saved as a PDF or printed for the old-school paper enthusiasts, and paid offline, via cash, or check. We currently have the following online payment methods, Read More…

5 Minute Setup

5 Minute SetupAug 27,2016

Sending your first invoice is easy and free! Define your settings for how you want to get paid (one time only) Create your invoice / quote / credit memo First, visit your Accounting Setup Page at http://swiftcloud.io/accounting/settings. In the top right, set a payment method – we recommend Paypal to start… Next, on the left side, Read More…

How to Edit Email Signatures

Templates allow you to use the variable {signature} in them, and thus have a company-wide template that is customized to each sales rep. This short video will show you how to customize your own signature.

Magic Fields

Magic FieldsApr 22,2015

The following fields have special powers! Phone Email Address Zip Code How special? We use the power of the cloud to give you extra info, totally automagically. Currently, here’s what our fabulous servers will try to do for you based on these fields: Phone We’ll run a reverse phone lookup automatically to try and match Read More…

Opportunity Details Page Help

CRM Opportunity Details Training Video Opportunity Details Page Help File – Training Video. This video covers the detail page, about a single selling opportunity (aka “deal” or client or sale). The Overview In Depth full details… Older videos that might be of help…. Overview – CRM for Small Business – Sales Flow in General Older Read More…

Jing

JingNov 19,2014

Jing This is the #1 best way to communicate your notes to our team, once we are close to completion and have the basics in place. Note: Jing is best for multiple short videos, i.e. 1 per page. This helps us handle notes better, and it’s easier to record for you, and works with Jing’s Read More…

Help on Help

Help on HelpSep 09,2014

On any page, click the help icon in the top right to see help about that specific page. The system will know what page you’re on, and so the help files will be specific. If you encounter a blank page, just let us know! We’ll be happy to complete it for you – they all Read More…