Customizing Account Settings in the SwipeSimple Dashboard

Customizing Account Settings in the SwipeSimple Dashboard

Account Settings is where you configure the details that shape how your business runs day to day. Getting these set up correctly from the start means fewer manual adjustments later and a more consistent experience for you, your team, and your customers.

Customize Receipts, Invoices, and Payment Links

Control how your customer-facing materials look and behave. You can update branding, adjust formatting, set how many receipt copies print, and configure preferences for invoices and payment links — so everything that goes out to a customer reflects your business the way you want it to.

Set Up Automatic Reports

Instead of manually pulling and sending end-of-day summaries, you can configure SwipeSimple to send reports automatically to whoever needs them. Set it once and it runs in the background.

Configure Alerts

Alerts keep the right people informed without anyone having to check in manually. Choose which events trigger a notification — like payment activity or inventory thresholds — and assign who receives them so nothing important slips through.

Manage Tax Rates

Create and save your tax rates directly in the dashboard so they're applied consistently at checkout. This removes the guesswork from transaction totals and keeps your records accurate without extra manual steps.

Adjust Transaction Settings

This is where you fine-tune how checkout actually behaves. Enable or disable signature prompts, set tipping preferences, configure tax collection, manage saved card prompts, and set offline payment limits. These controls let you standardize the payment experience across your whole team.

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