SALE
• Select the Sale option at the bottom of your
screen.
• Enter in sale amount.
• Select Credit Card button.
• Enter tip amount if applicabe or select Continue
to bypass.
• Swipe or key enter customer’s card.
• Select Process Payment.
• Allow customer to sign for sale on screen.
• Choose receipt method.
• If you choose Send Receipt, enter in the
customer’s email address or phone number.
REFUND
• Go to History option a the bottom of your screen.
• Select the transaction you want to refund.
• On the bottom right corner, choose the Refund
option.
• Enter the amount you wish to refund the
customer.
• Press Refund once the amount has been
reviewed.
TIP ADJUST
• Select the Sale option at the bottom of your
screen.
• Enter in sale amount.
• Select Credit Card button.
• Enter tip amount.
• Proceed with sale.
UPDATE USER EMAIL
• Log into your Swipe Simple backoffice.
• Select Users.
• Choose the user you wish to update.
• Edit the Email field, then press Update.
HISTORY
• Log into your Swipe Simple backoffice.
• Select the Dashboard tab.
• Select the date range you wish to pull for
transactio n history.
• To review the individual batches, select the date
you wish to View.
• From here, you can Refund, Void, or Re-send a
customer receipt.
SIGNATURE PROMPT
• Press the Settings option from the botton of your
screen.
• Select Signature.
• Choose the Signature prompt frequency you
want on the account.
For any further questions or assistance you may need, please contact
our support team at 866-701-4700 or [email protected].
SWIPE SIMPLE
QUICK REFERENCE GUIDE
MOBILE
