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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.

Setup should take between 5-10 minutes

Before setting up your SwipeSimple Register, please ensure that you have the following items:

Card reader

  • Swift B250 card reader
  • Swift B250 charging stand
  • Micro USB cable (connect one end to the charging stand and the other to the mPOP)

SwipeSimple Register is compatible with any SwipeSimple supported card reader hardware, although the Swift B250 and charging stand are highly recommended.

Cash drawer and receipt printer

  • Star Micronics mPOP cash drawer and receipt printer
  • Power cable (connect one end to the mPOP and the other to a power outlet)
  • 2.28 in x 85 ft thermal receipt paper roll

iOS or Android device

  • iOS device running on iOS version 9.0 and above
    You may check the version you have by going to the Settings > General > About on your device
  • Or Android device running on Android OS version 5.0 and above
    You may check the version you have by going to the Settings > About Device on your device
  • Optional: Your device’s charging cable (to charge your device using the mPOP)

First, we’ll set the equipment up and connect them to a power source (power strip, wall outlet, etc.)

Connect the power cable to the underside of the mPOP, and an available outlet or power strip.

The front of the mPOP has a star symbol.

Connect one end of the power cable to the underside of the mPOP.

Optional: Wire the power cable accordingly using the cable hooks to ensure that the mPOP sits firmly on the counter.

Connect the other end of the power cable to a power source.

Turn on the mPOP by pushing the 1 or | button on the switch on the lower-left side. The “lightning bolt” at the front of the mPOP will be illuminated.

To load the receipt paper roll, pull out printer, open printer cover, and set roll of paper as illustrated. Please ensure that you’re using a 2.28 in x 85 ft thermal receipt paper roll.

Push to Release Printer

Push the front face of the printer to unlock 1 and pull out the printer 2.

Open Printer Cover

Pull the opening lever down and forward (towards you) 1, and lift to open the printer cover 2.

Paper Roll Setup

Set the paper roll with the paper rolling downward in the direction as illustrated.

Close Printer Cover

Pull the end of the paper straight out 1, sandwich the paper and close the printer cover 2. Excess paper will be cut automatically.

Return Printer to Original Position

Return the printer to its original position by pushing the printer until it clicks.

Place the Swift B250 reader into the charging stand with the NFC symbol facing towards you. Securely fasten your reader by pushing the reader into the charging stand until it clicks.

Plug the smaller end of the micro USB into the underside of the charging stand with the USB symbol facing the back of the stand. Using the other end of the micro USB, connect the charging stand to the mPOP, using a port on the underside of the mPOP as illustrated.

Connect your charging cable to your device and the mPOP using another USB port on the underside of the mPOP as illustrated.
Setup is complete when the “lightning bolt” on the mPOP is illuminated, your device is switched on, and the LED indicator above the power button on the Swift B250 is blinking blue.
After setting up your devices, we’ll now pair the mPOP with your iOS or Android device.
On your device, go to Settings > Bluetooth.

Turn Bluetooth on.

Locate your mPOP’s serial number in the Bluetooth devices section.

The serial number can be located on the underside of the mPOP, or on the box in which your mPOP came in.
Format: STAR mPOP-CXXXX, with the last four digits representing the last four digits of your mPOP’s serial number.

If you are using an iOS device, in the “Other Devices” section, select the printer with your STAR mPOP-CXXXX serial number.
If you are using an Android device, in the “Available Devices” section, select the printer using STAR mPOP-CXXXX serial number.
Once selected and successfully paired, the mPOP’s serial number will move from “Other Devices” to “My Devices” and be shown as “Connected” on your iOS device.
Once selected and successfully paired, the mPOP’s serial number will move from “Available Devices” to “Paired Devices” and be shown as “Paired” on your Android device.
Once you’ve logged into your SwipeSimple account, connect the mPOP to your device to try printing a receipt and opening the cash drawer.To connect the mPOP, go to Settings > Device Management on the SwipeSimple app.

Select the printer using your STAR mPOP-CXXXX serial number.

It may take a few seconds for your device to detect the printer when connecting for the first time.

To refresh the list of devices, simply pull and release the Device Management panel.

Once connected, the selected printer will be shown as “Connected”.

Tap on “Print Test Receipt” to print a receipt via the mPOP with all the information on it (including the header and footer) before running a transaction.

Tap on “Open Cash Drawer” to test cash drawer or open it outside of a sale.

Tap on “Set Default Printer” if you are using an iOS device, or check the box if you are on an Android device to print a receipt during a transaction. Please note that a default printer has to be chosen before you are able to print receipts after completing a transaction.

After connecting the mPOP, we’ll now connect the Swift B250 with your device. Please note that the Swift B250 does not need to be paired with your device, connection is done entirely through the SwipeSimple app.
Ensure that the Swift B250 is turned on, a blue light should be illuminated above the power button.

To connect the card reader, go to Settings > Device Management on the SwipeSimple app.

Select the card reader with your Swift B250’s serial number.

The serial number can be located at the back of the Swift B250, or on the side of the box in which your Swift B250 came in.
Format: Swift XXXX, with the last four digits representing the last four digits of your Swift B250’s serial number.

It may take a few seconds for your device to detect the card reader when connecting for the first time.
To refresh the list of devices, simply pull and release the Device Management panel.

If you are using an Android device, tap on “Connect” to connect your device with the Swift B250.
Once connected, the selected reader will be shown as “Available”.

Tap on “Set Default Reader” if you are using an iOS device, or check the box if you are on an Android device to skip connecting the Swift B250 before running a transaction.

To print receipts automatically at the end of every transaction, go to Settings > Receipts on the SwipeSimple app.
Set the number of receipts to print automatically by selecting between “0 copy”, “1 copy”, and “2 copies”.

Please note that you must set a default printer prior to taking transactions, and the selected printer must be available in order for paper receipts to be generated automatically.

Return to the Support Center

First, we’ll set the equipment up and connect them to a power source (power strip, wall outlet, etc.)

Connect the power cable to the underside of the mPOP, and an available outlet or power strip.

The front of the mPOP has a star symbol.

Connect one end of the power cable to the underside of the mPOP.

Optional: Wire the power cable accordingly using the cable hooks to ensure that the mPOP sits firmly on the counter.

Connect the other end of the power cable to a power source.

Turn on the mPOP by pushing the 1 or | button on the switch on the lower-left side. The “lightning bolt” at the front of the mPOP will be illuminated.

To load the receipt paper roll, pull out printer, open printer cover, and set roll of paper as illustrated. Please ensure that you’re using a 2.28 in x 85 ft thermal receipt paper roll.

Push to Release Printer

Push the front face of the printer to unlock 1 and pull out the printer 2.

Open Printer Cover

Pull the opening lever down and forward (towards you) 1, and lift to open the printer cover 2.

Paper Roll Setup

Set the paper roll with the paper rolling downward in the direction as illustrated.

Close Printer Cover

Pull the end of the paper straight out 1, sandwich the paper and close the printer cover 2. Excess paper will be cut automatically.

Return Printer to Original Position

Return the printer to its original position by pushing the printer until it clicks.

Place the Swift B250 reader into the charging stand with the NFC symbol facing towards you. Securely fasten your reader by pushing the reader into the charging stand until it clicks.

Plug the smaller end of the micro USB into the underside of the charging stand with the USB symbol facing the back of the stand. Using the other end of the micro USB, connect the charging stand to the mPOP, using a port on the underside of the mPOP as illustrated.

Connect your charging cable to your device and the mPOP using another USB port on the underside of the mPOP as illustrated.
Setup is complete when the “lightning bolt” on the mPOP is illuminated, your device is switched on, and the LED indicator above the power button on the Swift B250 is blinking blue.
After setting up your devices, we’ll now pair the mPOP with your iOS or Android device.
On your device, go to Settings > Bluetooth.

Turn Bluetooth on.

Locate your mPOP’s serial number in the Bluetooth devices section.

The serial number can be located on the underside of the mPOP, or on the box in which your mPOP came in.
Format: STAR mPOP-CXXXX, with the last four digits representing the last four digits of your mPOP’s serial number.

If you are using an iOS device, in the “Other Devices” section, select the printer with your STAR mPOP-CXXXX serial number.
If you are using an Android device, in the “Available Devices” section, select the printer using STAR mPOP-CXXXX serial number.
Once selected and successfully paired, the mPOP’s serial number will move from “Other Devices” to “My Devices” and be shown as “Connected” on your iOS device.
Once selected and successfully paired, the mPOP’s serial number will move from “Available Devices” to “Paired Devices” and be shown as “Paired” on your Android device.
Once you’ve logged into your SwipeSimple account, connect the mPOP to your device to try printing a receipt and opening the cash drawer.To connect the mPOP, go to Settings > Device Management on the SwipeSimple app.

Select the printer using your STAR mPOP-CXXXX serial number.

It may take a few seconds for your device to detect the printer when connecting for the first time.

To refresh the list of devices, simply pull and release the Device Management panel.

Once connected, the selected printer will be shown as “Connected”.

Tap on “Print Test Receipt” to print a receipt via the mPOP with all the information on it (including the header and footer) before running a transaction.

Tap on “Open Cash Drawer” to test cash drawer or open it outside of a sale.

Tap on “Set Default Printer” if you are using an iOS device, or check the box if you are on an Android device to print a receipt during a transaction. Please note that a default printer has to be chosen before you are able to print receipts after completing a transaction.

After connecting the mPOP, we’ll now connect the Swift B250 with your device. Please note that the Swift B250 does not need to be paired with your device, connection is done entirely through the SwipeSimple app.
Ensure that the Swift B250 is turned on, a blue light should be illuminated above the power button.

To connect the card reader, go to Settings > Device Management on the SwipeSimple app.

Select the card reader with your Swift B250’s serial number.

The serial number can be located at the back of the Swift B250, or on the side of the box in which your Swift B250 came in.
Format: Swift XXXX, with the last four digits representing the last four digits of your Swift B250’s serial number.

It may take a few seconds for your device to detect the card reader when connecting for the first time.
To refresh the list of devices, simply pull and release the Device Management panel.

If you are using an Android device, tap on “Connect” to connect your device with the Swift B250.
Once connected, the selected reader will be shown as “Available”.

Tap on “Set Default Reader” if you are using an iOS device, or check the box if you are on an Android device to skip connecting the Swift B250 before running a transaction.

To print receipts automatically at the end of every transaction, go to Settings > Receipts on the SwipeSimple app.
Set the number of receipts to print automatically by selecting between “0 copy”, “1 copy”, and “2 copies”.

Please note that you must set a default printer prior to taking transactions, and the selected printer must be available in order for paper receipts to be generated automatically.

Setup should take between 5-10 minutes

Before setting up your SwipeSimple Register, please ensure that you have the following items:

Card reader

  • Eclipse A200 or
  • Swift B200 or
  • Swift B250

Bluetooth receipt printer

  • Star Micronics SM-L200 printer
  • Battery pack
  • USB charging cable (connect one end to the printer and the other to a power source)
  • 2.25 in x 50 ft thermal receipt paper roll
  • Optional: Belt clip

iOS or Android device

  • iOS device running on iOS version 9.0 and above
    You may check the version you have by going to the Settings > General > About on your device
  • Or Android device running on Android OS version 5.0 and above
    You may check the version you have by going to the Settings > About Device on your device

First, we’ll set the equipment up and connect them to a power source (power strip, wall outlet, etc.)

Insert the battery pack into the back of the SM-L200, connect the USB charging cable to the port on the left of the SM-L200 and an available power source. Turn it on by pressing and holding the MODE button, the LCD will display the printer’s status.

Insert Battery Pack

Insert the battery pack into the back of the printer as illustrated 1. Secure the battery pack by pressing the hook area until it clicks 2.

Charge the Battery Pack

To charge the battery pack, plug the smaller end of the USB charging cable into the USB port located on the left of the printer 1. Connect the other end of the USB cable to a power source 2.

A full charge may take up to 5 hours.

Optional: You may remove your USB charging cable after the printer is suffciently charged.

Switch Printer On

Turn on the printer by pressing and holding the MODE button. The LED indicator for Power on the front of the printer will be green.

To load the receipt paper roll, open the printer cover and set roll of paper as illustrated. Please ensure that you’re using a 2.28 in x 50 ft thermal receipt paper roll.

Open Printer Cover

Push the button located on the left side of the printer down to release printer cover as illustrated 1. Lift the printer cover 2.

Paper Roll Setup

Set the paper roll with the paper rolling up in the direction as illustrated.

The paper roll will sit loosely in the paper holder.

Close Printer Cover

Pull the end of the paper roll straight towards you 1. Close the printer cover by pushing both ends of the cover down until you hear a click 2.

Remove Excess Paper

Use the tear bar to cut away the extra receipt paper.

To attach the belt clip, please ensure that the belt clip is in the right orientation. By attaching the belt clip, you will be able to carry your printer around hands-free.
Attach the Belt Clip to the Printer

Ensure that the velcro straps on the belt clip is facing the front. Using the screw included in the box, secure the belt clip by fastening the screw into the designated screw hole. You may use a coin to securely fasten the screw.

Setup is complete when the LCD screen on the printer displays “Printer Status: Online”, and both the card reader and your device are switched on.
After setting up your devices, we’ll now pair the SM-L200 with your Android device. The SM-L200 doesn’t need to be paired with iOS devices, if you’re using an iOS device, please proceed to the next step.
The following steps only apply to Android users.

On your Android device, go to Settings > Bluetooth.

Turn Bluetooth on. In the “Available Devices
section, select the printer with your SM-L200’s serial number.

The serial number can be located at the back of the SM-L200, or on the side of the box in which your SM-L200 came in.
Format: STAR L200-XXXXX, with the last five digits representing the last five digits of your SM-L200’s serial number.

If a PIN is required during the pairing request, please enter “1234”.

Once selected and successfully paired, the SM-L200’s serial number will move from “Available Devices” to “Paired Devices” and be shown as “Paired”.
Once you’ve logged into your SwipeSimple account, connect the SM-L200 to your device to try printing a receipt.

To connect the printer, go to Settings > Device Management on the SwipeSimple app.

Select the printer using your STAR L200-XXXXX serial number.

It may take a few seconds for your device to detect the printer when connecting for the first time.

To refresh the list of devices, simply pull and release the Device Management panel.

Once connected, the selected printer will be shown as “Connected”.

Tap on “Print Test Receipt” to print a receipt via the SM-L200 with all the information on it (including the header and footer) before running a transaction.

Tap on “Set Default Printer” if you are using an iOS device, or check the box if you are on an Android device to print a receipt during a transaction. Please note that a default printer has to be chosen before you are able to print receipts after completing a transaction.

If you are using the Eclipse A200 card reader, please plug your card reader into your device.

After connecting the SM-L200, we’ll now connect the Swift B200 or Swift B250 with your device. Please note that the Swift B200 or Swift B250 does not need to be paired with your device, connection is done entirely through the SwipeSimple app.

Ensure that the card reader is turned on.

If you are using the Swift B200, a green light should be illuminated above the power button.

If you are using the Swift B250, a blue light should be illuminated above the power button.

To connect the card reader, go to Settings > Device Management on the SwipeSimple app.

Select the card reader with your Swift B200 or Swift B250’s serial number.

The serial number can be located at the back of the card reader, or on the side of the box in which your Swift B200 or Swift B250 came in.
Format: Swift XXXX, with the last four digits representing the last four digits of your Swift B200 or Swift B250’s serial number.

It may take a few seconds for your device to detect the card reader when connecting for the first time.
To refresh the list of devices, simply pull and release the Device Management panel.

If you are using an Android device, tap on “Connect” to connect your device with the Swift B200 or Swift B250.

Once connected, the selected reader will be shown as “Available”.

Tap on “Set Default Reader” if you are using an iOS device, or check the box if you are on an Android device to skip connecting your card reader before running a transaction.

To print receipts automatically at the end of every transaction, go to Settings > Receipts on the SwipeSimple app.
Set the number of receipts to print automatically by selecting between “0 copy”, “1 copy”, and “2 copies”.

Please note that you must set a default printer prior to taking transactions, and the selected printer must be available in order for paper receipts to be generated automatically.

Return to the Support Center

First, we’ll set the equipment up and connect them to a power source (power strip, wall outlet, etc.)

Insert the battery pack into the back of the SM-L200, connect the USB charging cable to the port on the left of the SM-L200 and an available power source. Turn it on by pressing and holding the MODE button, the LCD will display the printer’s status.

Insert Battery Pack

Insert the battery pack into the back of the printer as illustrated 1. Secure the battery pack by pressing the hook area until it clicks 2.

Charge the Battery Pack

To charge the battery pack, plug the smaller end of the USB charging cable into the USB port located on the left of the printer 1. Connect the other end of the USB cable to a power source 2.

A full charge may take up to 5 hours.

Optional: You may remove your USB charging cable after the printer is suffciently charged.

Switch Printer On

Turn on the printer by pressing and holding the MODE button. The LED indicator for Power on the front of the printer will be green.

To load the receipt paper roll, open the printer cover and set roll of paper as illustrated. Please ensure that you’re using a 2.28 in x 50 ft thermal receipt paper roll.

Open Printer Cover

Push the button located on the left side of the printer down to release printer cover as illustrated 1. Lift the printer cover 2.

Paper Roll Setup

Set the paper roll with the paper rolling up in the direction as illustrated.

The paper roll will sit loosely in the paper holder.

Close Printer Cover

Pull the end of the paper roll straight towards you 1. Close the printer cover by pushing both ends of the cover down until you hear a click 2.

Remove Excess Paper

Use the tear bar to cut away the extra receipt paper.

To attach the belt clip, please ensure that the belt clip is in the right orientation. By attaching the belt clip, you will be able to carry your printer around hands-free.
Attach the Belt Clip to the Printer

Ensure that the velcro straps on the belt clip is facing the front. Using the screw included in the box, secure the belt clip by fastening the screw into the designated screw hole. You may use a coin to securely fasten the screw.

Setup is complete when the LCD screen on the printer displays “Printer Status: Online”, and both the card reader and your device are switched on.
After setting up your devices, we’ll now pair the SM-L200 with your Android device. The SM-L200 doesn’t need to be paired with iOS devices, if you’re using an iOS device, please proceed to the next step.
The following steps only apply to Android users.

On your Android device, go to Settings > Bluetooth.

Turn Bluetooth on. In the “Available Devices
section, select the printer with your SM-L200’s serial number.

The serial number can be located at the back of the SM-L200, or on the side of the box in which your SM-L200 came in.
Format: STAR L200-XXXXX, with the last five digits representing the last five digits of your SM-L200’s serial number.

If a PIN is required during the pairing request, please enter “1234”.

Once selected and successfully paired, the SM-L200’s serial number will move from “Available Devices” to “Paired Devices” and be shown as “Paired”.
Once you’ve logged into your SwipeSimple account, connect the SM-L200 to your device to try printing a receipt.

To connect the printer, go to Settings > Device Management on the SwipeSimple app.

Select the printer using your STAR L200-XXXXX serial number.

It may take a few seconds for your device to detect the printer when connecting for the first time.

To refresh the list of devices, simply pull and release the Device Management panel.

Once connected, the selected printer will be shown as “Connected”.

Tap on “Print Test Receipt” to print a receipt via the SM-L200 with all the information on it (including the header and footer) before running a transaction.

Tap on “Set Default Printer” if you are using an iOS device, or check the box if you are on an Android device to print a receipt during a transaction. Please note that a default printer has to be chosen before you are able to print receipts after completing a transaction.

If you are using the Eclipse A200 card reader, please plug your card reader into your device.

After connecting the SM-L200, we’ll now connect the Swift B200 or Swift B250 with your device. Please note that the Swift B200 or Swift B250 does not need to be paired with your device, connection is done entirely through the SwipeSimple app.

Ensure that the card reader is turned on.

If you are using the Swift B200, a green light should be illuminated above the power button.

If you are using the Swift B250, a blue light should be illuminated above the power button.

To connect the card reader, go to Settings > Device Management on the SwipeSimple app.

Select the card reader with your Swift B200 or Swift B250’s serial number.

The serial number can be located at the back of the card reader, or on the side of the box in which your Swift B200 or Swift B250 came in.
Format: Swift XXXX, with the last four digits representing the last four digits of your Swift B200 or Swift B250’s serial number.

It may take a few seconds for your device to detect the card reader when connecting for the first time.
To refresh the list of devices, simply pull and release the Device Management panel.

If you are using an Android device, tap on “Connect” to connect your device with the Swift B200 or Swift B250.

Once connected, the selected reader will be shown as “Available”.

Tap on “Set Default Reader” if you are using an iOS device, or check the box if you are on an Android device to skip connecting your card reader before running a transaction.

To print receipts automatically at the end of every transaction, go to Settings > Receipts on the SwipeSimple app.
Set the number of receipts to print automatically by selecting between “0 copy”, “1 copy”, and “2 copies”.

Please note that you must set a default printer prior to taking transactions, and the selected printer must be available in order for paper receipts to be generated automatically.

Type your email address and password and tap Log 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 Today, 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 the item name and price.

Find items quickly by searching for the item name or price in the search bar.

Tap “New” to create a new item, or item’s name to edit an existing item.

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.

Tap “Create Item” to create item, your new item will be added to your Items page.

Add Quick Item

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

To collect sales tax on your Quick Item, go to Settings > Sales Tax, and ensure that Collect Sales Tax is enabled.

View Totals for:

  • Cart balance
  • In-progress Quick Item amount

*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 Catalog Items

Tap the ‘Items’ tab to view all existing catalog items that can be added to a sale. The tab lists all sellable items with the item name, price, and if the item is taxable.

Add Managed Items

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

To perform a quick search from the list of managed items, pull and release the screen to reveal the search bar and input the item’s name or price.

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, the total price for each item, if each item is taxable, and total tax in the current sale.

Edit an Item

A ‘Quick Item’ can be renamed, tap on your selected Quick Item to rename it.

Tap on any item to remove the item from the cart 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 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 card 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.

Enter tendered amount and tap on “Process”.

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* – credit transactions only
  • Keep the Change, 1st and 2nd default amounts* rounded to the nearest dollar  – cash transactions only
  • 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.

    • Credit card transactions may be

Approved

    • ,

Declined

    • , or result in an

Error

    • .

Transactions taken offline will show as Saved until processed online.

Cash transactions processed successfully will show Change Due, along with total amount and amount tendered.

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 dip 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 for items in your Catalog.

If enabled, Sales Tax will be automatically added to a Sale for any taxable and Quick Items.
If disabled, Sales Tax will not be added to any item.

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 Diagnostics

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

Diagnostics should be sent when directed by a support representative.

SwipeSimple Register has everything SwipeSimple Basic has, plus the ability to connect via Bluetooth to a receipt printer, as well as a cash drawer (mPOP only), discounts, favorites and inventory categories.

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.

Favorites page(s) can be accessed from the “Sale” tab.

Please note that favorites page is available on tablet version of SwipeSimple Register, and not currently available if SwipeSimple Register is used on a smartphone.

Creating your first favorites page

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 “Favorite 1” above the keypad.

To customize the favorites page:

Dismiss the message by tapping on anywhere on the gray box.

Tap and hold any tile to enter “Edit Favorites” mode.

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.

Creating consecutive favorites pages

Your next favorites page will be automatically created once the current favorites page is populated with at least one item/discount.

Here, the second favorites page will be displayed as “Favorite 2“.

Tap on “Favorite 2” to view and customize your next favorites page.

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.

SwipeSimple Register users are able to create discounts, and apply them 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 mobile app or web dashboard. Once created, users sharing the same merchant account will be able to access it.

To view the list of available discounts, tap on the Catalog tab, and Discounts on the left panel.

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.

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.

SwipeSimple Register offers additional hardware support for cash drawers and receipt printers. To manage these devices, go to Settings > Device Management on the SwipeSimple app.

Please note that a default printer has to be chosen before you are able to print receipts after completing a transaction.

If you are using a mPOP cash drawer and receipt printer:

Select the printer using your STAR mPOP-CXXXX serial number.

It may take a few seconds for your device to detect the printer when connecting for the first time.
To refresh the list of devices, simply pull and release the Device Management panel.

Tap on “Print Test Receipt” to print a receipt via the mPOP with all the information on it (including the header and footer) before running a transaction.

Tap on “Open Cash Drawer” to test cash drawer or open it outside of a sale.

Tap on “Set Default Printer” if you are using an iOS device, or check the box if you are on an Android device to print a receipt during a transaction.

If you are using a SM-L200 Bluetooth receipt printer:

Select the printer using your STAR L200-XXXXX serial number.

It may take a few seconds for your device to detect the printer when connecting for the first time.
To refresh the list of devices, simply pull and release the Device Management panel.

Tap on “Print Test Receipt” to print a receipt via the SM-L200 with all the information on it (including the header and footer) before running a transaction.

Tap on “Set Default Printer” if you are using an iOS device, or check the box if you are on an Android device to print a receipt during a transaction.

To set a default reader:

If you are using the Swift B200 or Swift B250, select the card reader using your Swift XXXX serial number.

If you are using an Android device, tap on “Connect” to connect your device with the card reader.

Tap on “Set Default Reader” if you are using an iOS device, or check the box if you are on an Android device automatically connect your device to that card reader when running a transaction.

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 value:

  • 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 – The average value of a successful transaction.

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

To see your sales stats between two specific dates, select your desired date range using the calendar and click “Apply”.

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

Click on “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

Click on “Create a new transaction“. 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.

You are now able to access the Virtual Terminal from your SwipeSimple web dashboard which will allow you to take keyed card transactions using any device, even without a reader.

Address Verification Service (AVS) will be supported for First Data Omaha, TSYS, and Vantiv, Now Worldpay merchant accounts. AVS lets you feed a cardholder’s address when taking keyed transactions, and the address will be checked against the cardholder’s address on file to offer additional verification and fraud prevention. AVS response will be displayed in the transaction details page for Virtual Terminal transactions that utilize AVS.

Create a New Transaction

Create a new keyed-entered transaction on the Virtual Terminal page by entering the following details:

  • Amount
  • Reference Number (optional)
  • Cardholder Name (optional)
  • Credit Card Number
  • Card Expiration Date
  • Card CVV
  • Street Address – including Address, City, State and ZIP Code (optional)

Click on “Charge” to process the transaction.

Transaction Results

Keyed-entered transactions may be Approved, Declined, or result in an Error.

Click on “Full Transaction Details” to view transaction details (including card and merchant account details), or to perform a void or refund.

Click on “Print Receipt” or “Send Receipt” to print or send a receipt as an email or text.

To retry Declined or Error transactions, close the dialogue box by clicking on X and re-enter transaction details.

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.

Your Daily Transaction Report is an automated email sent daily which will include the total sales, refunds, net total, and card and cash details for that date.

For TSYS and First Data Omaha merchant accounts, your Daily Transaction Report will include all transactions taken prior to your batch time. Transactions taken after your batch time will be included in the daily transaction report for the following day. If you are unsure of your batch time, please contact your Merchant Service Provider.

For Vantiv and Global East Direct merchant accounts, your daily transaction report will include all transactions taken within 24 hours of your set report time. A report time of 10pm will include all transactions taken after 10pm the previous day up until 10pm on the current day.

Setting up Daily Transaction Reports

To configure Daily Transaction Reports, login to your SwipeSimple dashboard, go to Account Settings > Reports and enter the respective recipients’ emails. Please note that Daily Transaction Report email recipients must be SwipeSimple users.

Receiving Daily Transaction Reports

For TSYS and First Data Omaha merchant accounts, your report is generated and sent out one hour after your batch time. If you would like to change your batch time, please reach out to your Merchant Service Provider.

E.g. If your batch time is 5pm, your report will generate at 6pm and be emailed out shortly after.

For Vantiv and Global East Direct merchant accounts, the report time will default to midnight in your company’s time zone once configured. This can be changed at any time in Account Settings > Reports tab on the SwipeSimple dashboard.

Transactions Included in a Report

For TSYS and First Data Omaha merchant accounts, your Daily Transaction Report will include all transactions taken during the 24 hours leading up to your batch time. If a transaction is taken after your batch time, it will be included in the Daily Transaction Report for the following day. For Vantiv and Global East Direct merchant accounts, transactions taken after your set report time will be included in the transaction report for the following day.

E.g. If your batch time or report time is 7pm and you ran transactions anytime after 7pm, they will be included in your Daily Transaction Report for the following day.

To view a list of Daily Transaction Reports that have been generated, go to Transaction Reports. 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.

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.

SwipeSimple Register has everything SwipeSimple Basic has, plus the ability to connect via Bluetooth to a receipt printer, as well as a cash drawer (mPOP only), discounts, favorites and inventory categories.

SwipeSimple Register users can assign a thumbnail image to each item to create better checkout experiences.

To add an image to a new item

Click on the “Add New Item” button.

To add an image to the item, click on “Upload Image” and select the desired image from your files.

Assign the other information to your item accordingly:

  • Item Name
  • SKU
  • Price
  • Category (optional) – select from an existing category or create a new category by typing it into the input field
  • Taxability
  • Quantity (optional)

Click on “Submit” to add item to your inventory.

To add or edit the image of an existing item

Click on the selected item’s name from the table to edit item properties.

In the Edit Item page, click on “Upload Image” or “Replace Image” and select the desired image from your files.

Click on “Update Item” to save your changes.

SwipeSimple Register users can assign items to unique categories to better manage their inventory.

To assign an existing item to a category

Click on the selected item’s name from the table to edit item properties.

In the Edit Item page, go to Category and select from an existing category or create a new category by typing into the input field.

Click “Update Item” to save your changes.

When successfully updated, the assigned category name will be displayed in the item table.

To assign a new item to a category

Click on the “Add New Item” button and assign the following to the item:

  • Image (optional)
  • Item Name
  • SKU
  • Price
  • Category (optional) – select from an existing category or create a new category by typing it into the input field
  • Taxability
  • Quantity (optional)

Click on “Submit” to add item to your inventory.

SwipeSimple Register users are able to apply a discount or multiple discounts to a transaction when creating a sale.

A SwipeSimple Register user will need to have admin access to create a new discount, modify, or remove an existing discount on the web dashboard.

Updates to discounts will be reflected in the SwipeSimple app when successfully saved on the web dashboard.

View and manage discounts:

View your existing list of discounts by clicking on the Discounts tab from the Items page.

To search for a specific discount, use the search bar on the right.

Create a new discount:

Select the discount that you wish to modify or delete by clicking on the discount name

  • Discount name
  • Discount type – percentage or dollar off discount
  • Amount

Click on “Create Discount” to create the discount.

Modify or remove an existing discount:

You may modify the existing discount by editing:

  • Discount name
  • Discount type – percentage or dollar off discount
  • Amount

Click on “Update Discount” to save the changes.

To remove an existing discount, click on “Delete Discount“.

SwipeSimple Register users will be able to view the total monetary value of sales, total monetary value of tips, total monetary value of sales tax, total monetary value of refunds, and total monetary value of discounts for each day.

To view your sales summary, click on the Sales Summary tab from the Reports page.

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 merchant account to filter your sales summary.

SwipeSimple Register are able to customize the header and footer of their paper receipts, and set a default number of paper receipt(s) that will be printed after each transaction.

To view and manage the settings for both your digital and paper receipts, click on the Receipts tab from the Account Setting page.

Customizing digital receipts:

Set or modify details including:

  • Reply-to address
  • Header
  • Footer
  • Emailing receipt for each transaction to yourself and/or your staff

Click on “Preview Digital Receipt” to preview your text and email receipts.

Customizing paper receipts:

Set or modify details including:

  • Header
  • Footer
  • Default number of paper receipts to be printed after each transaction – select between 0, 1, or 2 copies from the Default Count dropdown

View frequently asked questions about the card readers

View frequently asked questions about the mobile app

View frequently asked questions about the web dashboard

Download SwipeSimple Customers user guide