Invoices, e-Sign Contracts, Recurring Billing & More
Create estimates and quotes, purchase orders, credit memos, automate collections, and never drop or lose an invoice. Simple to use, yet powerful, with easy online payments or offline printing.
Improve Payment Speed
Easy Online Payments
Automate Invoice Reminders
Justify Higher Rates
Simple But Powerful
Integrated with SwiftCloud’s e-Signature & User Tracking
Easy Instant Invoices
Easily generate customized great looking invoices in just a few clicks from phone, tablet, or desktop with online credit card payments via PayPal, Stripe & more.
Pre-schedule collection reminder campaigns, track payment dates, and even auto-generate recurring invoices. Receipts are automated and stored to payor’s accounts with a detailed account history.
Simple But Powerful
Easily create simple invoices in just a few clicks... or use advanced features for partial or milestone payments, shipping, taxes, installation to match real-world needs.
Social Client Portal
All payees automatically receive a free client portal to store their account history, and discuss if needed. You can even get notified when invoices are viewed and paid. Responses to email are piped into a single online portal.
Connected & Integrated
Create estimates in SwiftCRM, auto-link a project dashboard upon payment, track time for billing & much more are easy and seamless as part of SwiftCloud.io. Need to connect some other app? Try our APIs & importer tools.
Getting Paid is Easy
Easily accept credit cards online, note cash payments, track checks in the mail in a variety of currencies on whatever terms you set. Never lose track of unpaid invoices & automate reminders & even escalate collections.
Reports & Status Tracking
Instantly see unpaid invoice timelines, see average payment turnaround per client, and easily update status as payments roll in.
We Work For You
Handle real-world needs like accounting details & integration, late or partial payments, reimbusements & taxes and more.
Responsive design formatting for Mobile phones, tablets, desktops and even wall TVs. Cloud-based 24/7 access, automatic backups & always the newest version.
Yes! Electronic Signatures are 100% legally binding in nearly every jurisdiction around the globe, including the U.S. and E.U.
Furthermore, electronic signatures are actually MORE difficult to forge than a traditional ink signature, because of the digital “fingerprinting” left at time of signature.
For all paying accounts, expert witnesses are available for court appearance or deposition in the highly unlikely event enforcement assistance is needed.
Each e-Signature done on the Swift Signature platform also carries an audit trail, and optional SwiftCloud-account security requirements.
For some exciting reading, we encourage you to review specific laws for your area, such as…United States: ESIGN Act of 2000, UETA (Uniform Electronic Transactions) Act European Union: Electronic Signatures Directive of 1999 & 1993 Various other countries
UPDATED: Country-specifics list started:Brazil
Practically speaking, enforcement for most civil contracts requires a subscriber’s willingness to sue and take the matter to court. For our part, we are frankly looking forward to making a few examples of anyone attacking the status and legal authenticity of the signatures, and have a lot to gain (both publicity as well as direct financial damages) by proving this matter.
To aid in enforcement, we have available both expert witnesses and attorneys, and in addition ......More...
Note: if you just want to get a single document signed, we have a tutorial for that here.
If you have a WordPress based website, we recommend seeing our WordPress e-signature setup instructions.
Still reading? Great! It means you want to get a document signed many times – a document template – but are not running WordPress.
That’s no problem – you’ll use SwiftCloud’s native document system, then return the users back to your website. This can also be pre-filled by other webforms, or integrated with various CRMs (besides our own Swift CRM, which is already integrated, of course).
Let’s set one up! First, create a document by logging into SwiftCloud and navigating to Home >> Files & Docs >> New Doc. Give your document a name and click save.
PART 1: Creating the e-signable doc in SwiftCloud
Next, you’ll probably want to copy and paste your document online. We’re working on a fancy uploader for Microsoft Word and other filetypes, but for now, copy and paste is your best bet.
Next, open the doc by clicking on it, and in the top left, you’ll see a blue cloud – that’s us. Click it.
Once open, you’ll have options to ......More...
Electronic Signature & Payment is easy.
In short you have two options:Get Money then e-Signature or Get e-Signature then Money
Either are fine, and which is right for you depends on the nature of your sale. If you have a smaller amount (and thus more frequent), we recommend collecting money first, then getting signature.
If you have a higher dollar amount, the value of the contract is increased but the contract is usually not in force until consideration (aka payment) is made and thus for more complex contracts you probably want the contract signed first.
Either is fine, and there’s no real wrong answer – in the end the result is the same – you need both.
To setup e-signature then payment via paypal, create your form as usual (at http://swiftcloud.io/form/create-form ) and on the right side you’ll see some options under “User Flow” like this:
There you can choose an e-commerce product or service to auto-redirect the user after signature for payment. In this example, the user will flow from (1.) Your website, to >> (2.) the signature page, then >> (3.) payment page, then (4.) back to your site for typically a receipt and thanks message confirming what ......More...