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SwipeSimple - Changing Your Password

This article describes how to log into SwipeSimple for the first time.

SwipeSimple - Logging in

An outline of how pricing works on SwipeSimple

SwipeSimple Pricing

SwipeSimple

In the Settings section for receipts, you can change the look and feel of the receipts your customer receives (physical/electronic).

SwipeSimple Receipts

How to change the look and feel of your invoices on SwipeSimple

SwipeSimple - Invoices

Accessing customer profiles on SwipeSimple

SwipeSimple - Customer profile overview

This article will explain how to view your reports with SwipeSimple.

SwipeSimple Reports

SwipeSimple Alerts

How to adjust the tax rates you put on your customer transactions.

SwipeSimple Tax Rates

You have the ability to change the recommended tip percentages, prompt for signatures,  tax collection, and offline mode.

SwipeSimple Transactions

Settings 

The SwipeSimple Favorites page enables you to build custom pages of your most used items and discounts for quick and easy access during a sale.

SwipeSimple - Favorites Page

Create discounts and apply them to a transaction when creating a sale on SwipeSimple.

SwipeSimple - Create Custom Discounts

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

SwipeSimple - Create Item Categories

View and manage inventory, create new items, and export/import your items from the items page on SwipeSimple.

SwipeSimple - Create and Edit Items

Item Catalogue

Payment Links gives you the ability to accept payments online with the simplicity of sharing a link.

SwipeSimple Payment Links

The simple way to take payments over the phone or bill customers remotely.

SwipeSimple Virtual Terminal

You can schedule future payments using the Customers tab or Scheduled Payments tab within SwipeSimple.

SwipeSimple - Scheduled Payments

The customer invoices tab in SwipeSimple organizes all invoices for a specific customer.

SwipeSimple - Customer Invoices

Payments

SwipeSimple - Running a Keyed Sale

SwipeSimple - Running a Sale

How to connect your B250 to your mobile device.

SwipeSimple - Connecting a B250 or B200 to a Mobile Device

These instructions will help a user connect their PAX A80 or A920 card processing terminal to the internet.

Setting Up PAX Devices and connecting to the Internet

SwipeSimple - Voiding a Transaction

How to add a tip on SwipeSimple after a transaction has been processed before the batch closes.

SwipeSimple - Adjusting Tips

SwipeSimple Unboxing and Setup

This articles shows how to manually batch out on SwipeSimple.

SwipeSimple - Manual Batches

SwipeSimple - Refund a Transaction

SwipeSimple - Run a Sale Transaction for an Item

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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SwipeSimple

Settings

Item Catalogue

Payments

App

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