Initial Login and General Navigation
Using your credentials, log into the SwipeSimple Mobile App.
After a successful login, the app starts in the New Charge section. To switch to another view tap the three horizontal lines (sidebar menu button) in the upper left hand side - this will open up a sidebar menu with the following sections:
New Charge
Account Overview
Transaction History
Current Batch
Item Catalog
Settings
To navigate to one of these sections, just tap the name of the section. Besides tapping on the sidebar menu button, users can swipe from the left hand side to open the menu.
Taking a Payment
Overview
In the New Charge screen, users can use tab navigation to enter transaction details. Quick Items present a keypad to select a dollar amount. Multiple Quick Items may be added to the cart using the ‘+’ icon. Items from the Item Catalog may be added by selecting the ‘Items’ tab. Just tap on an item to add it to the Cart. The Cart may be reviewed, modified or emptied from the Cart tab.
When you’re ready to complete a transaction, just tap on the ‘Checkout’ button. Depending on your configuration, a screen asking for a payment method will appear. Merchants who accept tips during the sales flow will be presented with a tip screen as pictured below. Follow selections and reach a screen which prompts, ‘Swipe, Dip, or Tap.’ SwipeSimple on the PAX A920 will display an animation below demonstrating where to place the card for each payment acceptance action.
Once a transaction has been processed with a card, the transaction results are displayed. Select ‘Receipt’ for a prompt to print a receipt, or enter an email address or phone number to send a digital receipt to the cardholder. You may opt to print a receipt and send a digital receipt by interacting with the Receipt button more than once. Merchants who accept tips post authorization will print a receipt with tip options and a signature line. Paper receipt settings can be customized to print up to two receipts automatically after every transaction. Select ‘Details’ to navigate to view transaction details and further transaction options.
Recap:
- New Charge: Enter Quick Item or Item Catalog Items, select Checkout.
- Swipe, Dip, or Tap Card when prompted by the app
- Select Receipt to send a digital receipt. Select Details to view the transaction detail screen. Select Close to return to the New Charge screen.
Sidebar Sections and Navigation
Account Overview
This screen displays an at a glance report regarding your device’s charges. A dropdown menu offers three options for data capture, current day, 7 days, and 30 days. The overview will contain details such as total dollar amount of charges taken, the number of successful transactions, the average dollar amount of charges, and totals for both tax and tips.
Transaction History
Navigate to the Transaction History to view and manage transactions, including to issue voids and refunds. The Transaction History in SwipeSimple application will display a scrollable and searchable window with a snapshot of all transactions taken. Admin users will be able to view all transactions taken on this device, whereas member users will only see transactions their user has taken on the device. The quick snapshot will group transactions by date and display a symbol for the transaction status (approved, refunded, voided, errored), the time, last four digits of the card, card type, and transaction total. Clicking on a transaction will navigate into the selected transaction detail screen. Along with being able to review transaction specific details, users may print or send a receipt for the transaction as well as issue a Void or Refund. If the void option is not displayed, the transaction can no longer be voided. Click the back arrow to return to the previous screen.
Current Batch
Navigate to the current batch screen for a detailed view of all transactions pending settlement. The header will display the terminal’s automatic batch closing time, number of transactions in the batch, and current dollar amount total. For merchants who accept tips, this section will also either show a pre-tip subtotal, total of tips, and grand total or allow for post authorization tip management. Click on a transaction in the batch screen to enter post authorization tips. A tip button also will display at the top to allow for searching transactions in the batch to add tip information. A batch may be closed manually from this window at any time by tapping the ‘Close Batch’ button at the bottom.
Item Catalog
Users may manage their Item Catalog from SwipeSimple on PAX A920. Existing Items, Categories, and Discounts may be edited. New Items, Categories, and Discounts may be added by tapping the ‘+’ in the bottom right corner, entering the details and tapping on ‘Create.’
Settings
The Settings section of the SwipeSimple Application will display a few account settings that can be managed from the PAX terminal, as well as resources and reference information. The first section titled Point of Sale will display the Payment Device name as your account is onboarded in SwipeSimple and a few settings options below. Here, a user can manage the number of receipts that print automatically after a transaction, as well as tax and tip settings. Selecting the Sales Tax option will present a screen in which collecting tax can be enabled or disabled, and tax rates may be managed. The Tip section allows for tip prompts to be enabled or disabled, and to manage the default tip percentages. Below this section are resources for SwipeSimple merchants to reference for who and how to reach product support and a link to our extensive Support Center. A user may reset their password from this section as well.
Log Out
At the bottom of the SwipeSimple sidebar, users will find a logout button which will return the SwipeSimple application window to the login screen for a new user session to begin.