Customizing Account Settings in the SwipeSimple Dashboard

Customizing Account Settings in the SwipeSimple Dashboard

The Account Settings section in the SwipeSimple Dashboard lets you control how your account looks, behaves, and communicates. From customizing receipts to setting alerts and managing tax rates, these settings help ensure your payment setup matches your business needs.

Customize Receipts, Invoices, and Payment Links

You can adjust how customer-facing materials appear, including receipts, invoices, and payment links. These settings allow you to control formatting, branding, and preferences such as how many receipt copies print—helping you create a consistent and professional checkout experience.

Set Up Automatic Reports

Reporting settings let you choose who receives end-of-day reports automatically. This makes it easy to keep owners, managers, or accounting teams informed without needing to manually send updates.

Configure Alerts

Alerts help you stay aware of important activity. You can choose which events trigger notifications—such as payment activity or inventory thresholds—and decide who receives those alerts so the right people stay informed.

Manage Tax Rates

Tax settings allow you to create and maintain tax rates directly in your dashboard. Once configured, they can be applied consistently across transactions, helping ensure totals are calculated accurately.

Adjust Transaction Settings

Transaction settings control how payments behave during checkout. This includes options like signature requirements, tipping preferences, tax collection, saved card prompts, and offline limits. These controls help you standardize how payments are processed across your business.

Why Account Settings Matter

• Keeps your checkout experience consistent
• Helps teams stay aligned on payment settings
• Ensures accurate tax and transaction handling
• Reduces manual work through automation

The Account Settings section brings your controls, preferences, and customization tools together in one place—so you can manage your account confidently and keep payments running smoothly.

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