- After logging into the SwipeSimple application, you will see the New Charge screen.
- Adding items to your cart:
- To add a Quick Item to your cart, select the Quick Item tab just above the keypad and key in a dollar amount on the touch screen (select the plus (+) button on the bottom left to add additional Quick Items).
- To add a saved item from your Item Catalog, select the Items tab and choose an item(s) from your list.
- Select the Cart tab to review or modify the items in your cart.
- Select the Checkout button.
- Select Card or Cash as the method of payment.
- When selecting Card: Tap, dip or swipe the card on the hardware terminal or selected the Keyed Entry button to key in the card details. Card number and expiration date are required for Keyed Entry.
- The app will show a PROCESSING screen. Upon successful charge, the user is prompted to REMOVE CARD, and will be presented with an Approval screen with options to print/email/text receipt or view additional transaction details.
- When selecting Cash: Select a Tendered Amount. The app will show a “PROCESSING” screen. Next, the user is presented with a Change Due screen with options to print/email/text receipt or view additional transaction details.
- To have a terminal automatically print a receipt after each transaction, navigate to the Menu button in the top right and select Settings. Tap on Receipt Printing and update the radio button to 1 or 2, depending on the number of receipts to print automatically after each transaction.