SwipeSimple Classroom

Learn how to use ACH Payments with SwipeSimple to accept bank account payments through both Invoices and Payment Links.

Learn how to use the Customers feature in the SwipeSimple Web Dashboard to create and manage customer profiles, streamline repeat transactions, and track your most valuable relationships.

Learn how to set up QuickBooks Online Sync, connect your accounts, and start syncing your SwipeSimple transactions to QuickBooks Online in minutes.

Apply the right tax rates to the right items automatically -- no manual math required.

Learn how to organize your item catalog with categories and use the Items Report to track sales, inventory, and revenue by product line.

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

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

Adjust receipts, alerts, taxes, reports, and transaction settings in one place with Account Settings in the SwipeSimple Dashboard.

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

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

Adjust checkout options, enable Tap to Pay on iPhone, manage accounts, and access support—all from settings in the SwipeSimple app.

Set up subscriptions, installments, and recurring billing with Scheduled Payments in the SwipeSimple Dashboard.

Keep customer details and saved cards organized right from your phone. The SwipeSimple mobile app makes it easy to manage profiles and take repeat payments on the go.

Need to fix a payment or resend a receipt? The SwipeSimple app makes refunds, voids, and receipts simple to manage—right from your phone.

Send invoices right from your phone. SwipeSimple makes it easy to create, send, and track invoices on the go.

See how SwipeSimple makes it easy to manage payments and business tasks from anywhere—whether you’re on your phone or at your computer.

Get a quick walkthrough of the SwipeSimple mobile app. Learn how to add items, apply discounts, take payments, and send receipts—all in just a few taps.