SwipeSimple Payments

Getting started

• Taking your First Payment
• Navigating the SwipeSimple Mobile App
• Log in or log out
• Account overview on SwipeSimple Mobile

Taking payments

• Customers on Mobile
• Tap to Pay on iPhone
• Save card for future use
• SwipeSimple Mobile: Choosing a Tax Rate
• New sale using the Quick Item feature
• New sale using Items

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Managing transactions

• Current Batch Screen
• Transaction History on Mobile
• Voiding a transaction
• Refunding a transaction on SwipeSimple Mobile Application
• Transaction results

Invoices

• Invoices on Mobile
• ACH on Invoices - FAQ
• ACH on Invoices
• Invoices on Web: How To Guide
• Invoices: cardholder experience
• Customer Management: Invoices tab

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SwipeSimple Web

• Virtual Terminal
• Payment Links
• Notifications for Scheduled Payments
• Working with stored cards
• Scheduling payments
• Creating, editing, and deleting customer profiles

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