National Processing

Using the Dashboard

Changing Your Password on SwipeSimple

This article describes how to log into SwipeSimple for the first time.

Logging into SwipeSimple

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Angela Carmack

SwipeSimple

You will be able to access, view and change the different settings.

Overview

In the Setting section for receipts, you can change the look and feel of the receipts your customer receives (physical/electronic).

Receipts

In the invoice settings you can change the look of your invoices sent to your customers.

Invoices

Customizing your payment link is very similar to customizing your invoice.

Payment Links

Accessing customer profiles on SwipeSimple

Customer profile overview on SwipeSimple

This article will explain how to view your reports with SwipeSimple.

Reports

SwipeSimple Alerts

How to adjust the tax rates you put on your customer transactions.

Tax Rates

You have the ability to change the recommended tip percentages, prompt for signatures,  tax collection, and offline mode.

Transactions

Settings 

Favorites page enables you to build custom pages of your most used items and discounts for quick and easy access during a sale.

Favorites Page

Create discounts and apply them to a transaction when creating a sale on SwipeSimple.

Create Custom Discounts on SwipeSimple

SwipeSimple users can assign items to unique categories to better manage their inventory.

Create Item Categories on SwipeSimple

View and manage inventory, create new items, and export/import your items from the items page on SwipeSimple.

Create and Edit Items on SwipeSimple

Item Catalogue

Payment Links gives you the ability to accept payments online with the simplicity of sharing a link.

The simple way to take payments over the phone or bill customers remotely.

Virtual Terminal

You can schedule future payments using the Customers tab or Scheduled Payments tab within SwipeSimple.

Scheduled Payments

The customer invoices tab in SwipeSimple organizes all invoices for a specific customer.

Customer Invoices on SwipeSimple

Payments

Running a Keyed Sale

Void a Transaction

How to refund a transaction on SwipeSimple

Refund a Transaction

Running a Sale on SwipeSimple

How to connect your B250 to your mobile device.

Connecting a B250 or B200 to a Mobile Device

Pax - A80/A920 Sierra- This will show you how to connect your terminal to the internet.

Connecting to Internet on a Pax device

How to add a tip after a transaction has been processed before the batch closes.

Adjusting Tips

SwipeSimple Unboxing and Setup

Manually Closing a Batch in SwipeSimple

Run a Sale Transaction for an Item

Terminal

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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