SwipeSimple Payments

Getting started

• Navigating the SwipeSimple Mobile App
• Log in or log out
• Taking your first payment
• Account overview

Taking payments

• Save card for future use
• Application flow: choosing the tax rate
• New sale using the Quick Item feature
• New sale using Items
• Accept tips
• Customer signature

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Managing transactions

• Current Batch Screen
• Transaction history
• Voiding a transaction
• Refunding a transaction
• Transaction results

Invoices

• Invoices: How To Guide
• Invoices: cardholder experience
• Customer Invoices
• Invoices FAQs

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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