Managing billing and invoices efficiently is crucial for businesses to maintain a smooth workflow. To cater to the needs of our valued clients, Swaarm has introduced a feature that enables users to automate their payment transfers effortlessly. This feature allows users to configure their credit cards and have Swaarm automatically charge the card at the end of each month, streamlining the billing process and ensuring timely payments to Swaarm.

To utilize this innovative automation feature, the Admin user needs to follow these simple steps in Swaarm:

At the end of each month, the Swaarm platform automatically generates a new invoice for the user. The invoice includes billing details such as the amount, status, current date, created date, and due date. Below is an example.

The default status of the generated invoice is unpaid, indicating that the payment is pending.

Once the invoice amount is successfully charged using the configured credit card, the invoice status is updated to Paid. This real-time status update ensures transparency and peace of mind for the users.

In case of any issues during the payment process, the system promptly displays the relevant error details in the status section. This feature allows users to identify and resolve payment-related concerns efficiently.

To draw attention to unpaid invoices, the system highlights invoices with overdue due dates in yellow. This visual cue helps users to promptly address any pending payments.

Users have the convenience of downloading their invoices in PDF format directly from the Swaarm platform. This feature enables easy record-keeping and access to past billing information.

The Swaarm platform maintains a comprehensive invoice history, allowing users to access and review past invoices effortlessly. This feature is designed to enhance transparency and provide users with a clear overview of their billing activities.