• Set up recurring invoices

  To watch the video tutorial on recurring invoices. Click here. Open the invoices tab in your navigation menu to the left.  Click on the New Recurring Invoices tab Select Client (https://storage.crisp.chat/useFew readers

• Setting up an Invoice

  In order to send an invoice you must have already created a new client. Click here to set up a new client. To watch the tutorial about creating invoices. Click here.  Select Invoices New Invoice from the navigation menu. (https://storage.crisp.chat/users/helpdesk/website/ba6a5ab7806dc000/ca027460-e511-433b-86e6-9cc8901jzp51w.pnFew readers

• Adding and Editing Line Items

  Line items are considered your billable items you are charging to your clients.  On the main navigation bar click Invoices Line Items.  To add a new line item to be included in an invoice, click on the red Add Line Item button in the upper right hand corner. NOTE: You can also import line items from a .CSV or excel file by clicking on the down arrow nexFew readers

• Send an Invoice

  After you have created and saved an invoice with SWELL you are ready to send it to your client for payment. To watch the tutorial about creating invoices. Click here.  Select "View Invoices" in your SWELL dashboard.  Select the "view" option of the invoice you want to send under the "AcFew readers