To manage payments, navigate to the Payments tab within BlinkSwag’s Transactions module, which provides a comprehensive view of all payment activities associated with your account. 

Here’s what you can do in this section:

1. View Payment Details:

• Each payment entry displays key details, including the Payment Number, Invoice Number, Customer Name, Date of payment, and the amount paid.

2. Total Paid Indicator:

• The total paid amount is highlighted in the top right corner. This indicator provides a quick reference for the cumulative payments received.

3. Search and Filter:

• Use the search bar to quickly find specific payments by entering relevant details.
• You can also use filters to sort payments based on specific criteria, making it easier to track down particular transactions.

The Payments section is crucial for tracking completed transactions, monitoring cash flow, and ensuring timely record-keeping. It provides a streamlined interface for accessing payment history in one centralized location within the BlinkSwag platform.

The Invoices section in Transactions module of BlinkSwag dashboard allows users to view and manage all billing documents related to their transactions, providing a clear financial record for their operations.

1. Invoice Number: Each invoice is assigned a unique identifier (e.g., INV-043241) that distinguishes it from other invoices. This makes it easy to reference specific documents when discussing payments or disputes.

2. Order Number: The corresponding order number (e.g., SO-25659) linked to the invoice allows users to trace it back to the original purchase and understand its context.

3. Customer Name: The customer’s name associated with the invoice (e.g., Blink Marketing Inc.) helps identify the client to which the invoice is related and aids in customer relationship management.

4. Date: When the invoice was issued (e.g., Jan 26, 2024), providing a timeline for payment tracking and financial record-keeping.

5. Total Amount: The total amount due for the invoice provides immediate visibility into the financial obligation that must be fulfilled.

6. Status: Indicates whether the invoice has been paid, unpaid, or voided. This helps users track their financial responsibilities and follow up on overdue payments.

7. View Option: A button or link to view the detailed invoice, allowing users to access more in-depth information, such as line items, payment history, and any notes or terms related to the invoice.

Detailed Invoice View

The detailed invoice view provides an in-depth look at all aspects of a specific invoice. This page offers transparency into your order’s financial information, ensuring you have all the details for accounting, record-keeping, and customer support.

1. Product Information:

• Product Image and Description: A visual of the product (e.g., a bright green jacket) and a brief description give context about the items billed in this invoice.
• Details:
  • Quantity (Qty): Number of units ordered (e.g., 50).
  • SKU: Stock Keeping Unit (e.g., BS-SM-LNEA131 BLS-3XL-XYZ) used to identify the product uniquely.
  • Rate: Cost per unit of the item (e.g., $2.50).
  • Amount: Each product line item (e.g., $2,555.55).

2. Order Overview:

• Invoice Number: Unique identifier for the invoice (e.g., 043241).
• Invoice Date: The date when the invoice was generated (e.g., Jan 26, 2024).
• Terms: Indicates the payment terms (e.g., Direct Debit Payment).
• Status: Current order status related to the invoice, such as Delivered.
• Billing and Shipping Information:
  • Bill To: The contact details of the person or company being billed (e.g., Alee Raza).
  • Ship To: The delivery address for the order (e.g., Blink Marketing).

3. Financial Details:

• Subtotal: The total amount for all the products ordered before taxes or fees (e.g., $999.00).
• Total: Final amount after taxes and additional charges (e.g., $999.00).
• Balance Due: Amount still owed (e.g., $10.00), providing visibility on pending financial obligations.
• Payment Method: Indicates how the payment was or will be made (e.g., Paypal).

4. Actions:

• Email Invoice: The email icon (envelope symbol) provides a quick way to send the invoice to the recipient’s email directly from the platform. This feature is handy for sharing invoices with clients or internal stakeholders without downloading and manually attaching the document. By selecting this option, you can enter the recipient’s email address and send the invoice in a convenient digital format.
• Print Invoice Button: This button allows generating a physical or PDF copy of the invoice.
• Download as PDF: You can also download the invoice as a PDF for easy sharing and storage. This feature is beneficial for archiving or sending invoices electronically.

The Shipments tab in the transaction module of the BlinkSwag platform provides a comprehensive view of all shipped items, allowing users to track their deliveries efficiently. This functionality is crucial for maintaining good customer relationships and ensuring timely order fulfillment.

1. Shipment List:

• PKG #: A unique identifier for each package, making it easy to reference and track.
• Order #: The corresponding order number linked to the shipment, allowing users to connect shipments with specific orders.
• Tracking Number: The number provided by the carrier to track the shipment’s progress. Users can click on this number to see real-time updates on their shipment’s status.
• Recipient Name: The name of the individual or entity receiving the shipment helps verify delivery details.
• Date: The date the shipment was created or scheduled for shipping, providing context for the shipping timeline.
• Carrier: The shipping company handling the delivery (e.g., FedEx, UPS) is important for understanding shipping methods and expected delivery times.
• Status: Displays the current state of the shipment (e.g., Shipped, In Transit, Delivered), offering users a quick overview of where their shipments stand.

2. View Option:

• Each shipment row typically has an option to view more detailed information. This can include specifics about the items shipped, shipping fees, and delivery instructions.

Shipments in BlinkSwag: Detailed View

The detailed shipment view in BlinkSwag provides users with essential information regarding a specific package, facilitating efficient tracking and management of shipped items.

Product Information:

• Image: A visual representation of the shipped item, allowing recipients to identify the product quickly.
• Product Name: The product’s name, e.g., “Club Wireless On-Ear Headphones – (Black).”
• Description: A brief description of the item, highlighting its key features and selling points (e.g., material, design, functionality).
• Quantity: Indicates how many items are included in the shipment, which is critical for inventory management and order verification.

Package Overview:

• Date: The date when the package was shipped, providing a timeline for tracking.
• Carrier: The shipping company responsible for the delivery (e.g., FedEx, UPS) is important for assessing shipping reliability and speed.
• Tracking Number: The carrier assigns a unique number to track the shipment’s status. Users can enter this number on the carrier’s website to see real-time updates on the shipment.
• Status: The current status of the shipment, such as “Delivered,” “In Transit,” or “Returned.” This informs users of the package’s progress and final delivery.
• Shipping Address: The recipient’s address, which includes the company name, street address, city, state, and contact number. This is crucial for ensuring the package is delivered to the correct location.

The Estimates tab overviews all estimates generated for products and services BlinkSwag offers. It serves as a vital tool for tracking the status of customer quotes and ensuring transparency in the sales process.

1. Estimate List:

Each entry includes the following details:

• Estimate Number: A unique identifier for each estimate (e.g., EST-002066).
• Customer Name: The customer’s name associated with the estimate (e.g., Blink Marketing Inc).
• Date: The date when the estimate was created.
• Status: The current status of the estimate (e.g., Pending, Accepted, Declined).

2. Estimate Status:

• Pending: Indicates that the estimate has been sent to the customer but has not yet been accepted or declined.
• Accepted: Shows that the customer has agreed to the terms of the estimate.
• Declined: This signifies that the customer has decided not to proceed with the estimate.

3. Action Options:

• View: Each estimate can be viewed in more detail, allowing users to see the full breakdown of the estimate, including items, quantities, and pricing.

Viewing Detailed Estimate Information

When viewing an individual estimate in BlinkSwag dashboard, users can access comprehensive details about the proposed items, their pricing, and the overall costs associated with the order. This page is crucial for making informed decisions on accepting or declining estimates.

1. Estimate Overview:

• Estimate Number: Displayed at the top to reference the specific estimate.
• Customer Information: Shows the name of the customer associated with the estimate, including contact details.

2. Product Details:

• Item Image: A visual representation of the products included in the estimate.
• Product Descriptions: A brief description outlining the features and benefits of each product.
• Quantity: Number of items requested in the estimate.
• Rate: Price per unit for the items.
• Amount: Total cost for each product (Quantity x Rate).

Proof Section:

• Options to Accept or Decline the estimate are prominently displayed, allowing for quick action.
• This section may include proof of the item design or branding that the customer can approve.

Order Overview:

• Shipping: Details the cost of shipping (if applicable).
• Tax Information: Displays tax percentage and type (e.g., Out of state).
• Total Cost: Summarizes the financial commitment, including products, shipping, and taxes.
• Status: Indicates the current status of the estimate (e.g., pending, accepted, etc.).

Shipping Information:

• Displays the shipping address and contact information for the recipient.

Quick Tip Section:

• Offers helpful advice or notes related to the estimate, which may assist in decision-making.

To manage orders navigate to the Orders tab within the Transactions module in BlinkSwag Dashboard provides an overview of all orders placed, their status, and other pertinent details. This functionality is essential for tracking order progress and managing the fulfillment process effectively.

1. Order Details:

Each order is listed with the following information:

• SO# (Sales Order Number): A unique identifier for each order.
• Reference: A reference code associated with the order.
• Recipient Name: The name of the person who will receive the order.
• Date: The date the order was placed.
• Expected Ship Date: When the order is expected to be shipped.
• Status: Current status of the order (e.g., In progress, Shipped, Pending approval).

2. Order Status:

The status of each order can help you determine its current state.

• In Progress: The order is being processed.
• Shipped: The order has been dispatched.
• Being Fulfilled: The order is being prepared for shipment.
• Pending Approval: The order is waiting for necessary approvals before proceeding.
• Rejected: The order has not been approved.
• Void: The order has been canceled.
• Open: The order is active and can still be modified.

3. Order Actions:

You can click on the three dots (⋮) next to each order for additional options, including viewing order details, editing, or managing the order status.

Order Details

The order detail page provides a comprehensive view of a particular order. This feature is crucial for reviewing the items ordered, service charges, the recipient’s address, and the overall status of the order.

1. Product Information:

• Product Image: Displays an image of the item ordered, giving you a visual reference.
• Product Description: Details about the product, including its name and a description. For example, in this case, the “Early Riser Gift Set—Matte Steel” is described as helping the recipient handle their morning better, featuring a dependable 16 oz. Thermos®.
• Quantity, Rate, and Total Amount:
  • Quantity: The number of units ordered.
  • Rate: The price per unit of the product.
  • Amount: The total value based on the quantity ordered.

2. Order Overview:

• Order Number: A unique identifier for the order.
• Order Date: The date when the order was placed.
• Service Charges:
  • Picking Fee: The cost associated with selecting and preparing the items.
  • Fulfillment Fee: The cost associated with processing the order.
  • Shipping Cost: The cost for shipping the item, if applicable.
  • Total Cost: The total sum of service charges and product cost.
• Shipping Address: Details of where the order is being shipped, including the recipient’s address and contact information.

3. Order Status Section:

• Order Status: This shows the current status of the order. In this case, the order is marked as “Void,” meaning it has been canceled and will not proceed further.
• Invoice Status: Indicates whether the order has been invoiced. Here, it shows “Not Invoiced.”
• Payment Status: Shows whether the payment has been made. For this order, it is still “Unpaid.”
• Shipment Status: Indicates whether the order has been shipped. In this case, no shipment has been processed.

The “My Wallet” section in BlinkSwag is designed to help you manage your available balance, track your transactions, and add funds when needed. Here’s how to navigate and utilize this feature effectively.

Features of My Wallet

1. Available Balance: The top section displays your current available balance. This amount reflects the funds you can use for transactions, such as sending rewards or purchasing.

2. Transaction History: Below the balance, you can view your transaction history, which includes:

• Credit: Funds added to your wallet (e.g., deposits, refunds).
• Debit: Funds deducted from your wallet (e.g., purchases, transactions for sending rewards).

3. Adding Funds: Click the “Add funds” button to add funds to your wallet. Follow the prompts to input the amount you wish to add and select your payment method.

4. Filtering Transactions: You can filter your transaction history by transaction type (Credit or Debit) to view specific details. Sorting options may also be available to arrange transactions by date or amount.

5. Transaction Details: Each entry in your transaction history will show the following:

• Amount: The total amount credited or debited.
• Date: When the transaction occurred.
• Transaction type: Indicating if it was a credit or debit.

Add Funds to your wallet:

To add more money to your wallet, click the “Add funds” button. This lets you top up your balance to ensure enough for upcoming transactions, such as sending rewards.

Fill in Fund Details:

A pop-up window will appear, prompting you to enter the following information:

• Amount: Specify how much you want to add to your wallet.
• Card Number: Enter your credit or debit card number.
• Expiration Date: Provide the expiration date of your card (MM/YY).
• CVC: Enter the Card Verification Code (CVC) found on the back of your card.

Finalize the Transaction:

• After filling in the details, click the “Pay $” button to complete the transaction.
• The funds will be added to your wallet instantly.