2.38 Updates – Invoices & Estimates, Portal Software, Video Marketing & More

Version 2.38 of SwiftCloud introduces the following systems Major Components Invoices / Estimates / Quotes / Receipts is now in Phase 1: “Just the Basics”. We’ll make this better over time – for now, it’s great for project estimates and sales quotes. And it’s free, for now, at least through all of 2019. Video Systems 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…

Envelopes for Electronic Signature & Sales

Envelopes allow you to bundle many related docs & other items together. These can contain things like… Electronic Signature Docs and/or PDFs Invoices Product e-Commerce Details Boilerplate text / docs or spreadsheets PDFs, images, videos such as a video about your company Almost any doc that can be uploaded to SwiftCloud Think of it as Read More…

Invoicing – 5 Minute Setup

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 https://swiftcloud.io/accounting/settings. In the top right, set a payment method – we recommend Paypal to start… Next, on the left side, Read More…

Ecommerce – Paypal Recurring Payments Setup

In order to accurately collect money and deliver the associated product / permissions, you need to set up “Paypal IPN”. Fear not – it’s not hard, a one-time setup, and we’ll walk you through it. Get logged into paypal, whatever account you want your money to flow to. Your clients will not see this email Read More…