SwipeSimple Classroom

Video tutorials and tools to help you succeed with SwipeSimple

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Item Catalog: Categories & Reporting

Learn how to organize your item catalog with categories and use the Items Report to track sales, inventory, and revenue by product line.
Categories
Item Catalog
Reports
CSV Export

Item Catalog: The Basics

Learn how to build your item catalog in SwipeSimple — from adding items and setting tax rates to managing inventory and keeping your catalog organized.
Item Catalog
Inventory Management
Categories

Receipts & Signatures in SwipeSimple

Learn to customize receipts, collect customer signatures, and reissue receipts from transaction history.
Receipts
Signatures
Mobile

Customizing Account Settings in the SwipeSimple Dashboard

Adjust receipts, alerts, taxes, reports, and transaction settings in one place with Account Settings in the SwipeSimple Dashboard.
Receipts
Invoices
Payment Links
Alerts
Tax Rates

Creating and Applying Discounts in SwipeSimple

Create, manage, and apply discounts across SwipeSimple—on Mobile, Terminal, Invoices, and Virtual Terminal.
Discounts

Accepting Payments with the Virtual Terminal

Use the Virtual Terminal to take payments right from your computer. Key in cards or charge stored cards with no reader required.
Virtual Terminal
Receipts
Saved Cards