Our aim is to deliver transparency and simplicity throughout the invoicing process. All invoicing is managed in the Invoices Tab within the main menu in Swoop.
Review our detailed outline below, watch our video, or click to view our written guidance piece
Submit new invoices with one-click
We want to make it easy for you to submit an invoice so you can get back to assisting drivers in need. To keep this process as simple as possible, you can to submit an invoice with a single click.
Once you’ve reviewed an invoice in the New Tab, click the blue Send button - that’s it!
Organize and action on your open invoices
On the Invoices Dashboard, tabs make it easy to find invoices that are new or have already been paid. These tabs allow you to quickly and easily see which invoices are new, rejected, approved, and paid.
New tab
The New tab displays any invoices that were recently created and need to be reviewed and submitted.
Action Required tab
The Action Required tab displays any invoices with the Rejected status that require additional action in order to resubmit.
- Invoices displayed in the newly labeled Action Required tab can now be edited in order to make updates before resubmission. To make edits to an invoice, simply click the pencil icon located to the right of the invoice Status. You will then be able to make edits such as adding invoice notes and adding or removing services from the invoice.
- To view additional details on the rejected invoice, including how to edit the invoice or if you need to speak with PAG, hover your mouse over the yellow alert icon to reveal further information.
The Sent tab
The Sent tab includes the invoices that have already been submitted for approval.
- When Agero approves your invoice for payment, the status will update to Approved, indicating that your payment for the job is coming soon.
- If additional information is needed, the invoice will display in the Action Required tab
- You also have the option to Move Back to New, which allows you to make additional edits to the invoice as long as it has not yet been approved by Agero. This option is only available for invoices with the Sent status; once an invoice meets the status of Approved or Paid it cannot be moved back to New.
- Invoices with the Approved status are also displayed in the Sent tab where you can view invoices, download invoices, or email the invoice for easy sharing.
- Once an invoices has been paid, our system will allow you to mark that invoice as paid. Tap the green button and the invoice will be sent to the Done tab. Make sure to reconcile the payment first!
Paid invoices can be found in the Done tab
Under the Done tab you can view invoice details for any invoices that have been paid.
If you have any questions, please reach out to the Provider Advocate Group by submitting a ticket or live chatting with an agent, both available at info.agero.com/network.