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SwiftInvoice help center

Invoice and quotation generator FAQs

Quick answers about creating, saving, and sharing invoices and quotations.

Getting started

Is SwiftInvoice free to use?

Yes. You can create, preview, and print an invoice or quotation without creating an account.

Do I need to sign up?

No account is required to use the invoice and quotation generators.

How do I create an invoice?

Add your business and customer details, enter the invoice number and date, add services and any tax, then review the live preview.

PDFs and drafts

How do I download my invoice as a PDF?

Select Print / Save PDF to open your browser's print dialog. Choose Save as PDF or your device's PDF printer, then save the file.

Will my invoice remain available later?

The draft is saved in your browser on this device. It is not an online backup, so clearing browser data can remove it. Save a PDF for your records.

Does SwiftInvoice send the invoice to my customer?

No. Save the invoice as a PDF and send it yourself using your preferred email or messaging service.

Invoice details

Can I add my business logo and tax?

Yes. Upload a logo in the business details and enter the tax rate for each invoice item.

Can I use a different currency?

Yes. Choose a currency in the invoice details. Changing the currency changes the displayed currency label; exchange rates are not applied.

Can I turn a quotation into an invoice?

Yes. Create a quotation and use Convert to invoice when you are ready. The quotation is kept, and its details are copied into the invoice draft. Conversion does not record client acceptance or payment.