Platform capabilities
Explore everything SwiftFox can do — feature-by-feature, across every part of the platform.
Item code
Represents the unique identifier for each item.
Comment field
Allows for additional notes or comments related to the invoice.
Quantity
Specifies the amount or number of items included.
Unit amount
Indicates the price per unit of the item.
Account
Refers to the financial account associated with the invoice item.
Tax rate
Specifies the applicable tax percentage for the item.
Tax inclusivity or exclusivity
Determines whether the tax is included in or excluded from the unit amount.
Total amount
Shows the overall cost, including applicable taxes and adjustments.
State
Indicates the current status of the invoice.
Job code
Links the invoice item to a specific job or project.
Tracking code
Enables categorisation or tracking of the invoice item for reporting purposes.
Create invoices in Xero
Invoices created in Xero will automatically appear in SwiftFox.
Set invoice details
Users can specify invoice details, including the customer (linked contact in Xero and SwiftFox), due date, invoice reference, and item details such as description, quantity, and price.
View synced invoices
Synced invoices can be accessed under the Financial tab in SwiftFox.
Manage invoices from SwiftFox
Users can manage invoices directly in SwiftFox with the following options:
- View full invoice details
- Edit invoice details
- Open the invoice in Xero for further modifications
Create and update contacts
Contacts created and updated in Xero automatically sync into SwiftFox.
Sync business details
Business details can be synced, including the organisation name, primary contact name, email address, phone number, mobile number, website, ABN, billing address, and delivery address.
View synced contacts
Synced contacts can be viewed in SwiftFox using Swift Search.
Link primary contacts to organisations
Primary contacts are automatically linked to their respective organisations in SwiftFox.
Keep contact profiles updated
Contact profiles in SwiftFox remain updated with the latest synced details from Xero.