Mobile App

Download the SwipeSimple app for free from the Google Play Store for Android or App Store for iOS.

Yes. The SwipeSimple app is available for free in the App Store for iOS and the Google Play for Android. After downloading the app, just select Demo Mode from the Sign In page and explore the app from there. Please note, SwipeSimple will not store transactions taken while in Demo Mode.

To exit Demo Mode, just select “log out” in the upper right-hand corner of the sales screen.

More about Demo Mode:

Explore the SwipeSimple app without signing into your account by selecting Demo Mode. Demo Mode allows users to navigate the app and simulate swiped or keyed transactions.

Dip (EMV) and tap (NFC) transactions can not be simulated while in demo mode.

Enter your email address and password and tap Sign In.

If you are just getting started, the email and temporary password you use to sign in will be provided in a Welcome Email from your merchant service provider. Upon first login, you may be prompted to change your password.

If you ever forget your password, tap Forgot Password and enter your email address to receive instructions for creating a new password.

Yes. To stay logged in, select Stay Logged In on the Sign In screen. This feature will allow you bypass entering your login credentials when you open the SwipeSimple app.

You will remain logged in until you choose to log out.

  1. Tap the “Items” tab on the Sale screen
  2. Select Item to Add
    Select the item(s) you want to add from the list. The search feature allows users to find any item quickly.
  3. Adjust item quantity
    Tap the desired item the same number of times as your preferred quantity.
    I.e. Tap an item twice to add two of that item to a sale.
  1. Type an amount on the ‘Keypad’ tab on the Sale screen (we recommend a $0.01 test transaction) or select an item from your inventory by selecting the center, ‘Items’ tab. Tap C to clear the amount.
  2. Tap the Charge button.
  3. Connect your SwipeSimple card reader to your mobile device.
  4. Swipe, Dip or Tap your card or payment device when prompted by the app.
  5. Select Receipt to enter an email address or phone number to send a receipt.
  1. Enter the item amount.
    Enter the amount to charge using the “Keypad” tab on the Sale screen to add a “Quick Item” (formerly known as “Custom Item”).
  2. Add the amount to a transaction.
    Select “Charge” to view/edit item on the “Cart” tab.

Add another item to the sale by tapping (+) and entering another amount.

Tap “Quick Item” on the “Cart” tab to customize that item’s name, adjust quantity, or turn tax on or off.

Yes. Create an item by assigning a name, SKU, price, and decide if the item is taxable. Opt to track inventory and set the current quantity to track items on hand.

Note, the Items page on the app lists individual items with price, quantity on hand, and taxability. Sort by name or price or search to easily items from this page.

Please note that discounting feature is only available to users with SwipeSimple Register edition. To view your edition, go to the SwipeSimple app > Settings > Edition.

Creating a discount

Go to the Catalog tab and tap on the “New” button located at the top.

Select “Create Discount” to add a new discount.

Assign a Discount Name by entering it in the input field.

Toggle between “$” or “%” to create a dollar off or percentage discount respectively.

Enter the value of the discount in the input field, and tap on “Create Discount” to add the discount to your Catalog.

Please note that discounting feature is only available to users with SwipeSimple Register edition. To view your edition, go to the SwipeSimple app > Settings > Edition.

SwipeSimple Register users are able to apply a discount or multiple discounts to a transaction when creating a sale. Once the discount(s) is selected, it will be applied to the transaction as a whole, and are always applied before sales tax (if enabled) is calculated.

Discount information will be displayed on both digital and printed receipts.

To create a discount, an admin user will create it on the SwipeSimple web dashboard, which will then be reflected in the mobile app.

Applying a discount to a sale:

Tap on the “Items” tab in your sale builder on the right.

Select the discount you wish to apply to the transaction by tapping on the discount name.
Your list of available discounts will be displayed below your existing list of items. To perform a quick search, pull and release the list of items to reveal the search bar.

When successfully applied, the discount name will be displayed below the list of items in your cart, and above sales tax.

Applying multiple discounts:

To apply multiple discounts to the transaction, select your discounts by tapping on the discount names.

Multiple discounts are applied in the order in which they are added.

Applying a discount an item:

Item-level discounts can be applied to any items that have been added to the Cart.

Select the item which you wish to apply a discount to by tapping on the item name.

Tap on “Manage Discounts” to view your list of available discounts.

Select the discount you wish to apply to the item by tapping on the discount name.

When successfully applied, the discount name will be displayed in gray below the selected item.

To remove discount:

Tap on the item in the Cart in which you wish to remove a discount from.

Tap on “Manage Discounts”.

Tap on “Remove Discount” and “Confirm Remove Discount” to remove discount from selected item.

Please note that favorites page is only available to users with SwipeSimple Register edition. To view your edition, go to the SwipeSimple app > Settings > Edition.

Favorites page enables you to build custom pages of your most used items and discounts (up to 20 items a page) for quick and easy access during a sale.

Your very first favorites page is automatically included and does not to be created. To access it, go to the “Sale” tab and tap on “1” above the keypad.

Favorites page is available on tablet version of SwipeSimple Register, and not currently available if SwipeSimple Register is used on a smartphone.

You may add, remove, or change an item or discount associated with any tile on the favorites page.

To edit a selected favorites page, tap and hold any square on that page to enter “Edit Favorites” mode.

To add an item or discount:

Tap on “+ Add” on your desired tile and select your item or discount from the list of existing items.

To perform a quick search, use the search bar and input the item/discount’s name or price.

Please note that an item has to be created in the Catalog tab before it can be added to a favorites page.

To remove an existing item or discount:

Tap on the tile with your selected item or discount.

Tap on “Remove Item” and “Confirm Remove Item” to remove selected item or discount from the favorites page.

Please note that removing an item from the favorites page will not remove the item from your inventory.

To change an item or discount on a tile:

Remove the existing item or discount from the tile and add your desired item or discount.

To rename a favorites page:

Tap on “Edit Page Name” and enter your desired page name.

Tap on “Update Name” to save your changes. The updated page name will be reflected in the segmented control tabs above your favorite page.

To exit Edit Favorites mode

When you’re done editing a favorites page, tap on “Done Editing” to save your changes and exit Edit Favorites mode.

Please note that favorites page is only available to users with SwipeSimple Register edition. To view your edition, go to the SwipeSimple app > Settings > Edition.

Favorites page enables you to build custom pages of your most used items and discounts (up to 20 items a page) for quick and easy access during a sale.

A favorite page is automatically removed when it’s empty, with no item or discount populating a tile.

Your customer can sign by drawing their signature on the screen of your mobile device when a signature CVM (Customer Verification Method) is required.

The signature prompt for Swiped and Manually entered transactions can be enabled from the Settings page on the mobile app or web dashboard.

Enable a tip prompt from the settings of your mobile app or web dashboard. You can set three default tip percentages. During a sale, customers will see the options to select “No Tip“, your three preset percentages, or enter a custom dollar amount.

Enable sales tax from the Settings page on your mobile app or web dashboard to collect a set tax percentage on your transactions.

You can also opt to collect sales tax on a per item basis.

  1. Type an amount on the “Keypad” tab on the Sale screen (we recommend a $0.01 test transaction) or choose an item from your inventory by selecting the center, “Items” tab. 
  2. Tap the “Cart” tab to add a reference number to the transaction. 

Note: This reference number will not be included on the receipt for the transaction.

Yes, change due is automatically calculated and will be displayed at the end of the transaction for cash payments.

Yes. To void a transaction, select “Void” on the Transaction Detail screen to void the selected transaction.

If the void option is not visible, the transaction can no longer be voided. Please contact your merchant service provider for additional information.

Select “Refund” on a transaction details screen and enter the amount you wish to refund for that transaction. The result of your full or partial refund will show up as a new transaction on the History screen.

Please contact your merchant service provider for additional information requiring timing of funding.

Yes. A partial refund can be done from the mobile app or web dashboard. The user would select the Refund button, edit the amount in the confirmation box, and select refund. The amount must be equal to or less than the original sale amount.

To refund the remaining balance of a transaction, or to perform another partial refund for an amount less than the remaining balance, return to the original transaction listing.

The History page lists transactions in order by date, starting with the most recent at the top.

Yes, although the Offline Mode feature is not turned on by default. Admin users can enable offline mode in the settings of the app. Offline Mode will allow merchants to accept transactions without cellular data or wifi. These transactions will be processed after the merchant re-connects to wifi or gains cellular service.

Caution: When processing sales in Offline Mode, there is a risk that the transaction will be declined later or that the credit card may not be valid.

  • Contact your merchant service provider to confirm compatibility or test your device real-time using the Diagnostic Tool in the settings of the SwipeSimple app
  • Ensure the volume on the device is at the maximum level. If a warning message comes up when the device is plugged in it must be accepted. (Typically happens on Samsung devices.)
  • Confirm that Bluetooth is turned off when using an audio-jack card reader

Diagnostic Tools

View details regarding the app version, manufacturer of your mobile device, model of your mobile device, Android version, and reader compatibility in the Diagnostic Tool.

When instructed, technical details can be sent to the support team by tapping Send Diagnostics. Diagnostics should be sent when directed by a support representative.

  • Ensure that the device is running iOS 8 or higher
  • Make sure the volume on the device is at the maximum level when running transactions
    • Enable microphone access for SwipeSimple
    • Settings > Privacy > Microphone > turn on for SwipeSimple
  • Please note that uninstalling & reinstalling the app may toggle this microphone off

Sending a Diagnostic Email

When instructed, send the SwipeSimple support team technical details team by selecting “Send Diagnostic Email” on the Settings page of the SwipeSimple app.

This email should be sent only when directed by a support representative.