How to Navigate SwipeSimple - Mobile App & Web Dashboard

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

Using SwipeSimple on Mobile and Web

Your business doesn’t happen in just one place. Sometimes you’re on the go with your phone, and other times you’re at your desk looking at the bigger picture. SwipeSimple makes it easy to switch between both.

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The Same Tools, Wherever You Are

The mobile app and web dashboard share a consistent look and feel. That means you won’t waste time searching for features—you’ll always know where to find payments, customers, and reports.

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Fast Tasks, Done on the Go

Need to take a quick payment, send a receipt, or look up a customer? The mobile app keeps it simple so you can handle everyday tasks in just a few taps.

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A Clear View at Your Desk

When you want more detail—like reviewing sales reports, adjusting settings, or managing your catalog—the web dashboard gives you the space to dive deeper.

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Built for How You Work

Every business runs differently. SwipeSimple is designed to fit into your workflow, not the other way around. Whether you’re in the field or at the counter, you’ll have the same reliable tools at your fingertips.

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SwipeSimple keeps your payments and business info in sync, so you can move between devices without missing a step.

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.

Creating and Applying Discounts in SwipeSimple

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

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.

Customizing Mobile App Settings

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

Using Scheduled Payments in the SwipeSimple Web Dashboard

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

Managing Customers and Saved Cards on the SwipeSimple App

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.

Issue Refunds, Void Transactions & Resend Receipts

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

How to Use Invoices on Mobile

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