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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 

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Create your workspace and invite the people you work with.

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

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

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

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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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