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Gold Standard Receivable
Management for the Modern
Business
Get Online, Grow Online with Swipez.
The World works differently now
No matter what your business, you need technology to keep your costs low and customers happy.
50%
50% identify “payment
collections” as their most
irritating problem.
45%
45% small businesses feel
inadequate technology
adoption has impacted their
business negatively.
65%
Online receivables system can
reduce cost of collections by
65%
Get Online, Grow Online with Swipez. Source: IMR Emerging Markets Study
7%
Businesses spend up to
7% as the cost of
handling cash.
85%
85% customers expect a
complete online experience
from their service providers.
Get the tools you need to take your business online
With Swipez you can manage your money, your business and your customers under one roof.
Get Online, Grow Online with Swipez.
Faster. Error Free.
Automated
Invoicing
Collect faster, Better
Cashflow.
Collections &
Reporting
Better Returns & Higher
Retention.
Customer
Management
& Promotion
Tools
Conduct events and activities
seamlessly.
Manage
Spaces
Automated
Invoicing
Get Online, Grow Online with Swipez.
Automated
Invoicing
Single
&
Bulk
Invoicing
Subscription
Manager
Integration
with
3rd Party
Data
Custom
Invoicing
Templates
Auto
Debit
From
Wallet
Bulk Invoicing and Subscriptions
• Bulk invoice to a large customer base
• Export invoices from your accounting
system via bulk upload
• Automate recurring billing
Get Online, Grow Online with Swipez.
Automated
Invoicing
Single
&
Bulk
Invoicing
Subscription
Manager
Integration
with
3rd Party
Data
Custom
Invoicing
Templates
Auto
Debit
From
Wallet
Auto deduct recurring payments
• Integrate 3rd party wallets like PayTM
• Set up recurring deductions via wallets
• Eliminate OTP input for subscription
payment collections
Get Online, Grow Online with Swipez.
Automated
Invoicing
Single
&
Bulk
Invoicing
Subscription
Manager
Integration
with
3rd Party
Data
Custom
Invoicing
Templates
Auto
Debit
From
Wallet
Create Beautiful Invoices
• Custom Invoice templates
• GST Friendly invoices
• Customizable invoice fields
• Use different templates for different customer types
Get Online, Grow Online with Swipez.
Automated
Invoicing
Single
&
Bulk
Invoicing
Subscription
Manager
Integration
with
3rd Party
Data
Custom
Invoicing
Templates
Auto
Debit
From
Wallet
Seamless Integration between Systems
• Export data from 3rd party tools like Tally
• Bulk upload functionality via excel sheets
• Integrate Swipez with external systems
through Swipez APIs
Get Online, Grow Online with Swipez.
Automated
Invoicing
Single
&
Bulk
Invoicing
Subscription
Manager
Integration
with
3rd Party
Data
Custom
Invoicing
Templates
Auto
Debit
From
Wallet
Collection &
Reporting
Get Online, Grow Online with Swipez.
Collections &
Reporting
Invoicing
Integrated
with
Online
Payments.
Settle Offline
Transactions
Multiparty
Payment
Settlement
Extensive
Reporting &
Analytics
Improve
Customer
Information
Collections &
Reporting
Invoicing
Integrated
with
Online
Payments.
Settle Offline
Transactions
Multiparty
Payment
Settlement
Extensive
Reporting &
Analytics
Improve
Customer
Information
Invoicing & Settlement
• Invoices payable online through
integrated payment gateway
• Pay via Credit, Debit, Net Banking, UPI
or wallets available
• Multiple payment modes, competitive
rates, no gateway set up fees
• Reconcile invoices paid offline
• Single ledger reporting and
settlement
Get Online, Grow Online with Swipez.
Collections &
Reporting
Invoicing
Integrated
with
Online
Payments.
Settle Offline
Transactions
Multiparty
Payment
Settlement
Extensive
Reporting &
Analytics
Improve
Customer
Information
Customer Information & Analytics
• Clean existing Customer Database
• Update customer information collected
from transaction data
• Flexibility for merchant to accept or reject
flagged data
• Business insights
• Identify your most regular, loyal or
defaulting customers
• Outstanding, Tax Summaries and much
more
Get Online, Grow Online with Swipez.
Collections &
Reporting
Invoicing
Integrated
with
Online
Payments.
Settle Offline
Transactions
Multiparty
Payment
Settlement
Extensive
Reporting &
Analytics
Improve
Customer
Information
Multi party settlements
• Split incoming payments between
2 or more beneficiaries
• Split be decided by master
merchant for each beneficiary
• Real-time reports reflecting
revenue share & payments made
to franchises
Get Online, Grow Online with Swipez.
Manage
Spaces
Block
Seats & Venues
Custom
Events
Page
Slot Availability
Via a
Booking Calendar
Set up
Package Based
Events
Reconcile
Offline
Bookings at
Venues
Manage
Spaces
Get Online, Grow Online with Swipez.
Manage
Spaces
Block
Seats & Venues
Custom
Events
Page
Slot Availability
Via a
Booking Calendar
Set up
Package Based
Events
Reconcile
Offline
Bookings at
Venues
Manage online & offline bookings
• Set up available seats and notify
customers real time on availability.
• Collect advance payments in full or
part online before the event and at
venue
• Free up seats against cancellations
• Update walk in bookings on the
system to manage inventory.
Get Online, Grow Online with Swipez.
Manage
Spaces
Block
Seats & Venues
Custom
Events
Page
Slot Availability
Via a
Booking Calendar
Set up
Package Based
Events
Reconcile
Offline
Bookings at
Venues
Venue and Seat Availability
• Create different packages for your
offerings
• E.g. Wine tasting + Lunch + Stay
package
• Bundle different offers for your
events, early bird discounts, pre-
orders etc.
• Manage bookings and collections for
spaces like Conference Rooms,
Marriage venues and other facility
bookings via an online booking
calendar
Get Online, Grow Online with Swipez.
Manage
Spaces
Block
Seats & Venues
Custom
Events
Page
Slot Availability
Via a
Booking Calendar
Set up
Package Based
Events
Reconcile
Offline
Bookings at
Venues
Publishing events online
• Create and publish your events page
in minutes.
• Publish terms and conditions,
cancellation policies and share them
with prospects
• Publish event page links on social
media
• Collect online payments via the
events page
Get Online, Grow Online with Swipez.
Customer
Management
& Promotion
Tools
Alerts & Reminders
Manage Groups
& Franchises
Ticketing
System
For
Customer
Queries
Create and Manage
Promotions
Customer
Management
& Promotion
Tools
Get Online, Grow Online with Swipez.
Create customer buckets
• Group Customers & Manage
franchisees
• Group customers in different buckets
• Enable Franchises & Suppliers payments
• Control the data that your franchisees and
suppliers can view
Get Online, Grow Online with Swipez.
Customer
Management
& Promotion
Tools
Alerts & Reminders
Manage Groups
& Franchises
Ticketing
System
For
Customer
Queries
Create and Manage
Promotions
Reminders and Promotions
• Alerts & Reminders
• Get your own branded SMS Keyword
• Set different SMS & Email alerts for different
dates
• Share direct pay links via SMS
• SMS & Email Promotions
• Get an SMS gateway with no set up fee
• Send offers to your customers via Email &
SMS
• Add on SMS packs and recharge on demand
Get Online, Grow Online with Swipez.
Customer
Management
& Promotion
Tools
Alerts & Reminders
Manage Groups
& Franchises
Ticketing System for
Customer enquiries
Create &
Manage
Promotions
Chat based customer support
• Ticketing System
• Customers can log complaints online
• Manage, close and update ticket status
• Reduce ad hoc customer requests via phone
• Online chat function for billing related queries
Get Online, Grow Online with Swipez.
Customer
Management
& Promotion
Tools
Alerts & Reminders
Manage Groups
& Franchises
Ticketing System for
Customer enquiries
Create &
Manage
Promotions
Your data: Secure and in your control
PCI-DSS compliant & certified
infrastructure
Get Online, Grow Online with Swipez.
Data Security
Multiple Payment Instruments
Organized Pdf Receipts
Online Support
Due Dates Reminder
Consolidated Payment History
Get Online, Grow Online with Swipez.
Customer Convenience
Company Name
Case Study
Shah Solutions
Business Task Monthly collections using FOS from 1500+ households for Internet Services.
Challenge Timely invoicing and collections
Swipez Features
Bulk invoicing feature to deliver invoices via E-mail &
mobile
Set up recurring bills via subscription manager
Collected Payments Online.
Reconcile offline payments through Single ledger
reporting.
Swipez receivables management solves Feet on Street
Collection challenge
ISP- Jayesh / Other ( Invoicing, Collections)
Results
Over 50% users have moved to online payments in a year
Average days outstanding down from 20 days to 11 days.
Late payments have reduced by 15%
Near perfect customer data post database cleanup
Package and consumption related calls down by 22%
Company Name
Case Study
Swipez minimizes damage from poor event attendance
Pune Eat Outs
Business Task Pre-fill seats for gastronomy events conducted at restaurants.
Challenge People RSVP for events but don’t turn up which affects revenues
Swipez Services
Create and publish an events page
Provide coupons for early bird registrations
Collect seat reservation amount online
Pune Eat Outs/ Classic Rock (Event bookings)
Results
Hosted 24 Events in 2017
Direct Pay Links were published on social media
82% of attendants prepaid online for their seats
~500 seats booked online
Company Name
Case Study
Swipez minimizes damage from poor event attendance
Baddy Coach
Business Task Rent badminton courts and run coaching camps at specific hours
Challenge People reach the venue to find courts full. Limited seats for coaching
Swipez Services
Publish a booking calendar with open slots
Slots get blocked once payments are made
Publish available seats for the coaching camp
Coaching activity closes once seats are paid for
Booking Calendar (Laxman Sonawane
Badminton Academy)
Results
30% + slots booked online for LSBA
400 + bookings for badminton courts over 6 months
Members have rebooked 70 + cancelled slots after being
updated via SMS, thus improving yield of the courts
Company Name
Case Study
Car Nanny
Business Task Recruit franchisees who provide car wash services to assigned buildings
Challenge Raise invoices in individual Franchisees name. Collect online payments from customer and split the payment between between franchisee and Car Nanny
Swipez Services
Swipez franchisee module to manage multiple franchisees
centrally
Car Nanny manages invoicing centrally for the franchisees
Invoice splitting feature settles payments as per agreed
terms
Customer refunds and offers managed centrally by Car
Nanny
Franchise (Car Nanny)
Results
Managing 12 franchisees
Custom invoices sent at franchisee level
Automated Tri party settlements across 12 franchisees
INR 2 Lac+ being settled across 12 franchisees each
month
Franchisees see data of only the customers they service
Thank You
Get Online, Grow Online with Swipez.

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Swipez Features

  • 1. Gold Standard Receivable Management for the Modern Business Get Online, Grow Online with Swipez.
  • 2. The World works differently now No matter what your business, you need technology to keep your costs low and customers happy. 50% 50% identify “payment collections” as their most irritating problem. 45% 45% small businesses feel inadequate technology adoption has impacted their business negatively. 65% Online receivables system can reduce cost of collections by 65% Get Online, Grow Online with Swipez. Source: IMR Emerging Markets Study 7% Businesses spend up to 7% as the cost of handling cash. 85% 85% customers expect a complete online experience from their service providers.
  • 3. Get the tools you need to take your business online With Swipez you can manage your money, your business and your customers under one roof. Get Online, Grow Online with Swipez. Faster. Error Free. Automated Invoicing Collect faster, Better Cashflow. Collections & Reporting Better Returns & Higher Retention. Customer Management & Promotion Tools Conduct events and activities seamlessly. Manage Spaces
  • 4. Automated Invoicing Get Online, Grow Online with Swipez. Automated Invoicing Single & Bulk Invoicing Subscription Manager Integration with 3rd Party Data Custom Invoicing Templates Auto Debit From Wallet
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  • 7. Create Beautiful Invoices • Custom Invoice templates • GST Friendly invoices • Customizable invoice fields • Use different templates for different customer types Get Online, Grow Online with Swipez. Automated Invoicing Single & Bulk Invoicing Subscription Manager Integration with 3rd Party Data Custom Invoicing Templates Auto Debit From Wallet
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  • 9. Collection & Reporting Get Online, Grow Online with Swipez. Collections & Reporting Invoicing Integrated with Online Payments. Settle Offline Transactions Multiparty Payment Settlement Extensive Reporting & Analytics Improve Customer Information
  • 10. Collections & Reporting Invoicing Integrated with Online Payments. Settle Offline Transactions Multiparty Payment Settlement Extensive Reporting & Analytics Improve Customer Information Invoicing & Settlement • Invoices payable online through integrated payment gateway • Pay via Credit, Debit, Net Banking, UPI or wallets available • Multiple payment modes, competitive rates, no gateway set up fees • Reconcile invoices paid offline • Single ledger reporting and settlement Get Online, Grow Online with Swipez.
  • 11. Collections & Reporting Invoicing Integrated with Online Payments. Settle Offline Transactions Multiparty Payment Settlement Extensive Reporting & Analytics Improve Customer Information Customer Information & Analytics • Clean existing Customer Database • Update customer information collected from transaction data • Flexibility for merchant to accept or reject flagged data • Business insights • Identify your most regular, loyal or defaulting customers • Outstanding, Tax Summaries and much more Get Online, Grow Online with Swipez.
  • 12. Collections & Reporting Invoicing Integrated with Online Payments. Settle Offline Transactions Multiparty Payment Settlement Extensive Reporting & Analytics Improve Customer Information Multi party settlements • Split incoming payments between 2 or more beneficiaries • Split be decided by master merchant for each beneficiary • Real-time reports reflecting revenue share & payments made to franchises Get Online, Grow Online with Swipez.
  • 13. Manage Spaces Block Seats & Venues Custom Events Page Slot Availability Via a Booking Calendar Set up Package Based Events Reconcile Offline Bookings at Venues Manage Spaces Get Online, Grow Online with Swipez.
  • 14. Manage Spaces Block Seats & Venues Custom Events Page Slot Availability Via a Booking Calendar Set up Package Based Events Reconcile Offline Bookings at Venues Manage online & offline bookings • Set up available seats and notify customers real time on availability. • Collect advance payments in full or part online before the event and at venue • Free up seats against cancellations • Update walk in bookings on the system to manage inventory. Get Online, Grow Online with Swipez.
  • 15. Manage Spaces Block Seats & Venues Custom Events Page Slot Availability Via a Booking Calendar Set up Package Based Events Reconcile Offline Bookings at Venues Venue and Seat Availability • Create different packages for your offerings • E.g. Wine tasting + Lunch + Stay package • Bundle different offers for your events, early bird discounts, pre- orders etc. • Manage bookings and collections for spaces like Conference Rooms, Marriage venues and other facility bookings via an online booking calendar Get Online, Grow Online with Swipez.
  • 16. Manage Spaces Block Seats & Venues Custom Events Page Slot Availability Via a Booking Calendar Set up Package Based Events Reconcile Offline Bookings at Venues Publishing events online • Create and publish your events page in minutes. • Publish terms and conditions, cancellation policies and share them with prospects • Publish event page links on social media • Collect online payments via the events page Get Online, Grow Online with Swipez.
  • 17. Customer Management & Promotion Tools Alerts & Reminders Manage Groups & Franchises Ticketing System For Customer Queries Create and Manage Promotions Customer Management & Promotion Tools Get Online, Grow Online with Swipez.
  • 18. Create customer buckets • Group Customers & Manage franchisees • Group customers in different buckets • Enable Franchises & Suppliers payments • Control the data that your franchisees and suppliers can view Get Online, Grow Online with Swipez. Customer Management & Promotion Tools Alerts & Reminders Manage Groups & Franchises Ticketing System For Customer Queries Create and Manage Promotions
  • 19. Reminders and Promotions • Alerts & Reminders • Get your own branded SMS Keyword • Set different SMS & Email alerts for different dates • Share direct pay links via SMS • SMS & Email Promotions • Get an SMS gateway with no set up fee • Send offers to your customers via Email & SMS • Add on SMS packs and recharge on demand Get Online, Grow Online with Swipez. Customer Management & Promotion Tools Alerts & Reminders Manage Groups & Franchises Ticketing System for Customer enquiries Create & Manage Promotions
  • 20. Chat based customer support • Ticketing System • Customers can log complaints online • Manage, close and update ticket status • Reduce ad hoc customer requests via phone • Online chat function for billing related queries Get Online, Grow Online with Swipez. Customer Management & Promotion Tools Alerts & Reminders Manage Groups & Franchises Ticketing System for Customer enquiries Create & Manage Promotions
  • 21. Your data: Secure and in your control PCI-DSS compliant & certified infrastructure Get Online, Grow Online with Swipez. Data Security
  • 22. Multiple Payment Instruments Organized Pdf Receipts Online Support Due Dates Reminder Consolidated Payment History Get Online, Grow Online with Swipez. Customer Convenience
  • 23. Company Name Case Study Shah Solutions Business Task Monthly collections using FOS from 1500+ households for Internet Services. Challenge Timely invoicing and collections Swipez Features Bulk invoicing feature to deliver invoices via E-mail & mobile Set up recurring bills via subscription manager Collected Payments Online. Reconcile offline payments through Single ledger reporting. Swipez receivables management solves Feet on Street Collection challenge ISP- Jayesh / Other ( Invoicing, Collections) Results Over 50% users have moved to online payments in a year Average days outstanding down from 20 days to 11 days. Late payments have reduced by 15% Near perfect customer data post database cleanup Package and consumption related calls down by 22%
  • 24. Company Name Case Study Swipez minimizes damage from poor event attendance Pune Eat Outs Business Task Pre-fill seats for gastronomy events conducted at restaurants. Challenge People RSVP for events but don’t turn up which affects revenues Swipez Services Create and publish an events page Provide coupons for early bird registrations Collect seat reservation amount online Pune Eat Outs/ Classic Rock (Event bookings) Results Hosted 24 Events in 2017 Direct Pay Links were published on social media 82% of attendants prepaid online for their seats ~500 seats booked online
  • 25. Company Name Case Study Swipez minimizes damage from poor event attendance Baddy Coach Business Task Rent badminton courts and run coaching camps at specific hours Challenge People reach the venue to find courts full. Limited seats for coaching Swipez Services Publish a booking calendar with open slots Slots get blocked once payments are made Publish available seats for the coaching camp Coaching activity closes once seats are paid for Booking Calendar (Laxman Sonawane Badminton Academy) Results 30% + slots booked online for LSBA 400 + bookings for badminton courts over 6 months Members have rebooked 70 + cancelled slots after being updated via SMS, thus improving yield of the courts
  • 26. Company Name Case Study Car Nanny Business Task Recruit franchisees who provide car wash services to assigned buildings Challenge Raise invoices in individual Franchisees name. Collect online payments from customer and split the payment between between franchisee and Car Nanny Swipez Services Swipez franchisee module to manage multiple franchisees centrally Car Nanny manages invoicing centrally for the franchisees Invoice splitting feature settles payments as per agreed terms Customer refunds and offers managed centrally by Car Nanny Franchise (Car Nanny) Results Managing 12 franchisees Custom invoices sent at franchisee level Automated Tri party settlements across 12 franchisees INR 2 Lac+ being settled across 12 franchisees each month Franchisees see data of only the customers they service
  • 27. Thank You Get Online, Grow Online with Swipez.