SwipeSimple Classroom

Video tutorials and tools to help you succeed with SwipeSimple

Search
Categories
Tags:
Select a Tag
Clear
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Results 1

Showing items 1 to3 of 6

Settings

Receipts & Signatures in SwipeSimple

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

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
Inventory Management

Creating and Applying Discounts in SwipeSimple

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

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
Mobile

Customizing Mobile App Settings

Adjust checkout options, enable Tap to Pay on iPhone, manage accounts, and access support—all from settings in the SwipeSimple app.
Settings
Signatures
Receipts
Tax Rates
Tipping
Scheduled Payments

Using Scheduled Payments in the SwipeSimple Dashboard

Set up subscriptions, installments, and recurring billing with Scheduled Payments in the SwipeSimple Dashboard.
Saved Cards
Subscriptions
Installments
Recurring billing
Card on File
Mobile

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.
Card on File
Customers
Saved Cards
Mobile

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.
Refund
Void
Receipts
Mobile

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.
Invoicing
Invoices
Text to Pay
Getting Started

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.
How-To Guides
Mobile
Reports
Settings
Web
Mobile

Processing Payments with SwipeSimple

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.
Receipts
Item Catalog
Inventory Management
Quick Item
Keyed Entry