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New to SwipeSimple?

Home > Support Center > New to SwipeSimple?

SwipeSimple is a user friendly interface for iOS & Android that makes it easy for merchants to take mobile payments. In addition to a mobile app, SwipeSimple features web dashboard for business owners to take payments and manage their business.

SwipeSimple can accept payments from all major card brands (Visa, MasterCard, AmEx, and Discover).

1. Charge your card reader with the enclosed USB cable. You can either connect the card reader to a computer or power adapter. A full charge may take up to 2 hours.

2. Download and install the SwipeSimple app. The app can be downloaded from the App store or Google Play Store.

3. Plug your card reader into the audio jack of your device. You may need to remove the protective case on your device.

4. When successfully connected, the LED indicator on the side of your card reader will be green.

1. Charge your card reader with the enclosed USB cable. You can either connect the card reader to a computer or power adapter. A full charge may take up to 2 hours.

2. Download and install the SwipeSimple app. The app can be downloaded from the App store or Google Play Store.

3. Enable Bluetooth on your device.

4. Power up the Swift B200 card reader by pressing and holding the power button.

5. During a sale, select the card reader form the ‘Select Reader’ list within the SwipeSimple app when prompted. Please note that the Swift B200 does not require any pairing before a sale.

6. When successfully connected, the LED indicator above the power button will be green.

Download user guide

1. Charge your card reader with the enclosed USB cable. You can either connect the card reader to a computer or power adapter. A full charge may take up to 2 hours.

2. Download and install the SwipeSimple app. The app can be downloaded from the App store or Google Play Store.

3. Enable Bluetooth on your device.

4. Power up the Swift B250 card reader by pressing and holding the power button.

5. During a sale, select the card reader form the ‘Select Reader’ list within the SwipeSimple app when prompted. Please note that the Swift B250 does not require any pairing before a sale.

6. When successfully connected, the LED indicator above the power button will be blue.

Download user guide

1. Place your Swift B250 reader into the charging stand with the NFC, Apple Pay and Android Pay icons facing up. Securely fasten the reader by pushing it in firmly until it clicks.

2. Plug the smaller end of the micro USB cord into the underside of the charging stand. Please ensure that the side showing the USB icon is facing the back of the reader. Connect the larger end to a USB port or power source.
Optional: you may wire your micro USB cord accordingly using the cable hooks on the underside of the charging stand

3. Setup is complete when the LED indicator above the power button on the reader blinks blue (in the process of charging). A full charge may take up to 2 hours. When the reader is fully charged, the LED indicator will be blue.

View frequently asked questions about the card readers

Type your email address and password and tap Sign In.

The email and password you use to sign in will be provided by your merchant services provider.

Upon first login, you may be prompted to change your password.

Stay Logged In 

Enable Stay Logged In to bypass entering your login credentials when opening the app. You will remain logged in until you choose to log out.

Demo Mode 

Explore the app functionalities 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 cannot be simulated while in demo mode.

Forgot Password

Tap Forgot Password and enter your email address to receive instructions for creating a new password.

The Account page displays statistics on your transactions for multiple user accounts including:

  • Total Charges
  • Number of Successful Charges & Average Charge
  • Tax Collected
  • Tip Collected

Account summary statistics from the last 24 hours, the last 7 days, or the last 30 days.

The History page lists transactions in historical order, starting from the most recent at the top.

Transaction details include:

  • Transaction Status
  • Transaction Number (System generated)
  • Reference Number (Merchant created – optional)
  • Transaction Date and Time
  • Card Details incl. Cardholder Name, Card Issuer, last 4 digits of Card Number and Transaction Value
  • Send a receipt or issue a full refund, partial refund, or void* a transaction from the transaction details page

 

*when available

The Items page lists individual sellable items with price, quantity on hand, and taxability.

Name, price sorting, and search enables items to be found quickly.

To perform a search, tap on the magnifying glass icon at the top.

Create an item by assigning a name, SKU (optional), price, and decide if the item is taxable.

Opt to track inventory by toggling the switch and set the current quantity to track items on hand.

Add Quick Item

Tap the number keys to enter an amount for the new ‘Quick Item’.

View Totals for:

  • Cart balance
  • In-progress Quick Item amount
  • In-progress Quick Item tax*

 

*when available

Process the Sale or Add Another Item

The Charge button displays the total amount of the cart and any in-progress Quick Item. Tap ‘Charge‘ to check-out or tap ‘+‘ to add another Quick Item.

View Existing Inventory Items

Tap the ‘Item Catalog’ tab to view all existing inventory items that can be added to a sale.

Add Managed Items

To add items from the list to the cart, select the items by tapping on them.

To perform a quick search from the list of managed items, tap on the search bar or magnifying glass icon and input the item’s name.

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 the selected item to the sale.

View Items in Cart

Tap the ‘Cart’ tab to view items that have been added to the cart.

The cart will show the count of items in the current sale.

Edit an Item

A ‘Quick Item’ can be renamed, and tax can be toggled on or off when applicable.

Tap on any item in the cart to remove or edit its quantity.

Add a Reference Number (optional)

Tap the ‘+ Reference Number’ to add a reference number to that sale.

The reference number is an internal merchant facing note that will be displayed on the Transaction Details page after a transaction.

Note: This reference number is not auto-generated by SwipeSimple and will not be included on the receipt for the transaction.

Tap ‘Select Card Reader’ to connect to an available card reader.

Swipe, Dip, Tap*

If prompted to Swipe or Dip and presented with an EMV credit card, dip the card in the enclosed slot on the reader chip-first, with the chip facing the front of the reader, to process an EMV transaction.

When prompted to Swipe or presented with a non-chip card, run the card through the open-ended slot on the reader with the magnetic stripe facing the back of the reader.

When using a Bold B550 or Swift B250 reader and presented with a contactless payments enabled credit card or mobile device, Tap the card or mobile device on the reader to process a transaction.

* when available. Dip and Tap capabilities are dependent on the card reader hardware and Merchant Account used for payment processing.

Select Keyed Entry

If you do not have a car reader, tap ‘Keyed Entry’ to manually enter credit card details.

Enter Card Details

Key enter the card number, expiration date, CVV number on the back of the card, and zip code to process the payment.

Tap “Cash” to process the transaction as a cash payment.

Add Tip (optional)

Present the tip screen to the customer so they can select their preferred tip amount from 5 available options:

  • 3 default amounts*
  • Custom amount
  • None

* Edit default amounts on the Settings page.

Capture Signature

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

  • Cash transactions will show as recorded
  • Transactions taken offline will show as saved until processed online
  • Credit card transactions may be Approved, Declined, or result in an Error

Tap “Send Receipt” to provide a receipt for your customer. Enter your customer’s email address or phone number to send a receipt as an email or text.

You can always send a receipt later from the Transaction Details screen in the Transaction History.

Refund

Select “Refund” on a transaction detail screen and enter the amount you wish to refund for that transaction.

* It may take up to 7-10 days for refunds to be processed. Please contact your merchant service provider for additional information.

Partial Refund

You can refund an amount less than the total of a transaction. The result of your full or partial refund will show up as a new record in the History screen.

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.

Select “Void” on the Transaction Detail screen to void the selected transaction.

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

From the Settings page, set preferences for non-EMV signature requirements, sales tax, and tips.

You can also access support contact details and information about the app.

Managing Multiple Merchant Accounts

For SwipeSimple accounts with multiple merchant accounts, an Admin user can change the selected Merchant Account from the Settings page.

Tap Merchant Account to see a list of available Merchant Accounts.

For Swipe transactions signature requirements can be configured in the Signature settings. Signature can be captured:

  • Never
  • Always
  • For transactions Above $25

For EMV transactions the requirements for a signature CVM (customer verification method) are driven by the transaction itself.

Enable sales tax to collect a defined tax percentage on your transactions.

Sales tax can also be controlled on a per item basis.

Enable tip to prompt the customer with a tip screen prior to processing their payment. The customer can select from the set three default tip amounts, or enter a custom tip dollar amount.

Offline mode enables capturing swiped or keyed payments without an internet connection.

Offline mode is not compatible with dip (EMV) or tap (NFC) transactions.

Set a maximum amount for offline transactions when Offline Mode is enabled. Offline transactions are risky as they are not approved or declined until network connectivity is re-established.

Transactions captured offline are “pending” until connectivity is regained and will automatically process when the mobile device goes back online and the app is opened.

Offline transactions expire 30 days after capture if they are not processed.

Send Diagnostic Email

Technical details can be sent to the support team by tapping Send Diagnostic Email.

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

View frequently asked questions about the mobile app

Log into the SwipeSimple dashboard from SwipeSimple.com using your password and email.

At the top of the page, you will find your total transactions, number of successful transactions, and average transaction amount at the top of the page:

  • Total Transactions – The total revenue processed through SwipeSimple, for the specified date range.
  • Successful Transactions – The total number of successfully processed transactions, for the specified date range.
  • Average Transaction – Total Transactions divided by Successful Transactions, for the specified date range.

You can customize the date range for your data by selecting the date dropdown and choosing your desired date range from the list.

To see your data between two specific dates, click the dates under “From” and “To”, and choose “Submit”.

Scroll down to the lower half of the Dashboard page to view the following:

  • Last 10 Transactions – Shows you the 10 most recent transactions for your business, starting backwards from the latest date specified in the date range.

You can click on each transaction to see the details, or go straight to the main Transactions page by clicking “View All Transactions”.

  • Overview of Transactions – Shows you the percentages of swiped, manually entered, and cash transactions over the date range specified.
  • Credit Transactions by Card Type – Shows you the percentages of VISA, Mastercard, AMEX and other card types used to pay at your business, over the date range specified.

View transactions in detail, create new key-entered transactions, perform voids and refunds, and resend receipts from the Transactions page.

Organize the order of the transactions based on key details. For example, click on “Amount” to order transactions based on their monetary value.

To search for a specific transaction, key in any of the details in the search field on the right.

Export Transactions list in CSV format

Export Transactions list in CSV format” to download a CSV file of all your transactions. This option is useful if you would like to integrate your transaction data with other software.

Create a new transaction

Create a new transaction” button. Enter the details for your new transaction and SwipeSimple will process the transaction directly on the dashboard.

Click on the filter icon to filter transactions according to merchant account(s), user(s), date range, payment types, sale types, transaction results, methods, and/or card brands.

To filter transactions according to merchant or user account, simply select the desired account from the dropdown or start typing in their respective search fields. Multiple accounts can be selected at once.

To filter transactions according to dates, simply select your desired date range or select a time period from the column on the left.

To filter transactions according to payment types, sale types, transaction results, methods, and/or card brands, check or uncheck the desired fields.

Transaction Details:

Click the transaction number of the desired transaction to view transaction details, void, refund, send or print a receipt.

Void and Refund

Click on the respective button to void or refund a transaction.

Voids can only be done before the batch has closed. If the Void option is not displayed, you may only do a refund at that time.

View and manage inventory, create new items, and export and import lists of items from the Items page.

Organize the order of your inventory items based on key details. For example, click on “Price” to order items based on the prices you charge.

To search for a specific item, key in any of the key details in the search field on the right.

Edit item

Edit an item’s name, price, SKU, taxability, and quantity by clicking on the item’s name from the table.

Export items list in CSV format

Click “Export items list in CSV format” to download current  inventory items in a CSV file. You can update this CSV file and import it later. This is useful for restocking.

Add New Item

Click the “Add New Item” button to add new items to your inventory.

On the Add New Item/Edit Item page, you can assign a name, price, SKU, taxability, and quantity to a new or existing item.

Upload multiple items using a CSV file

Click the “Upload multiple items using a csv file” option to import a list of items into SwipeSimple. You will see detailed instructions on how to create the CSV file and upload it.

You can also download a sample CSV file, and edit it to create your own item list.

Visit the Users page to manage account users and their settings.

Add New User

Click the “Add New User” button at the top right-hand corner of the page and you will be directed to enter the new user’s account details.

You can assign them the role of an Admin or Member user.

  • Admin users have full access to all transaction data and account functions.
  • Member users can only take payments from their assigned merchant account. Member users can also only view and void their own transaction data. Member users may not process refunds.

Passwords will be automatically generated for new users. When new users sign into either the app or dashboard, they will be prompted to change their passwords.

If you are unable to add additional users, please contact your merchant service provider.

Edit users’ names, roles and merchant account

Edit user account settings by clicking the email address of the user on the Users page.

To edit the settings for your own account, click your email on the table. You can change your password here.

Get summary data on your account based on key categories from the Reports page including daily Transaction Reports, Sales Summary, User Summary and Item Summary.

Filter your reports list by dates or merchant accounts to get key insights easily.

The Transaction Reports provides you with a summary of your total sales, refunds, and net total, with card and cash details for each day.

You also have the option of receiving the Transaction Reports as an email daily. To start receiving emails, you’ll need to enable this function in your Account Settings.

The Transaction Reports tab provides an overview of total sales, total refunds, and net total processed by each user.

To view reports for a specific range, click on Select a date range.

Select from Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month, or customize your date range to filter your Transaction Reports.

View all reports by a user by selecting your desired account from the Merchant Account dropdown.

Select “All” or the specific user account to filter your Transaction Reports.

Click on the link to view the full daily Transaction Report for a selected date and user.

The full Daily Transaction Report will show Summary, Card Details and Cash Details. You may send this report to other users via email or export it in .csv by clicking on Send or Export on the top right.

To receive the Transaction Reports as daily emails, go to Account Settings > Reports.

Enter the respective recipients’ emails in the Report Recipients field. Please note that recipients have to be SwipeSimple users. 

The Sales Summary provides you with a summary of your total number of salestotal monetary value of salestotal monetary value of tips, total monetary value of sales tax, total number of refunds, and total monetary value of refunds for each day.

To view Sales Summary for a specific range, click on Select a date range.

Select from Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month, or customize your date range to filter your Sales Summary.

View all Sales Summary by a user by selecting your desired account from the Merchant Account dropdown.

Select “All” or the specific user account to filter your Sales Summary.

The User Summary provides you with a summary of the total number of salestotal monetary value of sales, and total monetary value of tips taken by each user.

To view the User Summary for a specific range, click on Select a date range.

Select from Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month, or customize your date range to filter your User Summary.

View all User Summary by a user by selecting your desired account from the Merchant Account dropdown.

Select “All” or the specific user account to filter your User Summary.

The Item Summary provides you with a summary of the total number of items soldtotal monetary value of sales from item sold, and current inventory count of each item.

To view the Item Summary for a specific range, click on Select a date range.

Select from Today, Yesterday, Last 7 Days, Last 30 Days, This Month, Last Month, or customize your date range to filter your Item Summary.

View all Item Summary sold by a user by selecting your desired account from the Merchant Account dropdown.

Select “All” or the specific user account to filter your Item Summary.

Transaction settings

  • Signature Settings: Choose when the app to asks for signatures on non-EMV transactions.
  • Tax Settings: Choose whether the app to collects sales tax and set the tax rate.
  • Tip Settings: Choose whether the app to prompts for tips and set default tip percentages.

Receipt settings

Scroll down the Account Settings page to find customization options for your receipts. You can edit the header or footer and choose to receive copies of all email receipts sent.

Send receipts to yourself and your staff

If you would like to receive a copy of every email receipt sent, check the box marked “When sending e-receipts to customers, always cc the following address(es) on the email” and enter the email address you’d like to copy in this field.

To send to multiple addresses, separate the email addresses with commas.

View frequently asked questions about the web dashboard