National Processing

Using the Dashboard

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Emily Bowen

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

Showing you how to access your customer profile

Customer profile overview

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

Reports

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.

Create Custom Discounts

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

Create Item Categories

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

Create and edit Items

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 organizes all invoices for a specific customer

Customer Invoices

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 your B250 to your mobile device

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

Connecting to Internet

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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