Swaarm Invoice Payments
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.
How to Setup Invoice Payments
To utilize this innovative automation feature, the Admin user needs to follow these simple steps in Swaarm:
Go to Organization > Billing & Usage > Invoices tab
Click on Configure Credit Card
In this section, only the Admin can click on the Configure Credit Card option, which will redirect them to a secure third-party application called Mollie
Configure card details
Within the Mollie application, the Admin can securely enter and save their credit card details
Payment automation is set
With the credit card details saved, the system is now set up to automate the invoice payments seamlessly
Automated Invoice Generation
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.
Default Status
The default status of the generated invoice is unpaid, indicating that the payment is pending.
Payment Status Update
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.
Error Handling
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.
Due Date Highlight
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.
Invoice PDF Download
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.
Invoice History
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.