Frequently Asked Questions About SwipeSimple
Q: How do I use SwipeSimple?
A: SwipeSimple is very easy to use. To get started, first download the SwipeSimple app from the App Store for iOS or the Google Play Store for Android or visit SwipeSimple.com. Then, sign-in using the email address on file and the temporary password included in the Welcome Email. You’re ready to take your first transaction!
Q: Where can merchants accept transactions?
A: SwipeSimple is an mPOS solution. The card readers can be used with iOS and Android phones or tablets. Merchants can manually enter transactions through the dashboard at www.SwipeSimple.com.
Q: Is there a way to demo SwipeSimple?
A: Yes. The SwipeSimple app is available for free in the App Store for iOS and the Google Play for Android. After downloading the app, anyone can select “demo mode” and explore the app from there. Please note: SwipeSimple will not store transactions taken while in demo mode. To exit demo mode, just select “log out” in the upper right-hand corner of the sales screen.
Q: Does SwipeSimple support multiple MIDs?
A: Yes. There is no limit on the number of accounts that can be added to SwipeSimple.
Q: Is there a limit on the number of users I can add to my SwipeSimple account?
A: No. There is no limit on the number of users you may add to SwipeSimple.
Q: Can I restrict my employee’s user settings?
A: Yes. User roles determine the level of access each user has on a SwipeSimple account.
Q: What is the difference between an “admin” user and a “member” user?
A: Admin users will have access to all account details including reports, account settings, and transactions run by all users. Admin merchant will also be able to run transactions, refunds, and voids.Member users will only have access to their own transactions and may be restricted to a single MID on multiple MID accounts. Member users can only process transactions and void items in their personal history.
Q: Does SwipeSimple support EMV?
Q: Does SwipeSimple support store and forward?
A: Yes, users may enable offline mode in the settings of the app. Offline mode will allow merchants to accept transactions without data or wifi. These transactions will be processed after the merchant re-connects to wifi or gains cellular service.
Q: Will Store and forward work with EMV?
A: No. Transactions taken while in Offline Mode are magstripe and manual entry only.
Q: Does SwipeSimple support Bluetooth printers?
A: No. SwipeSimple does not support a Bluetooth print option at this time. Merchants may print a receipt from their computer by visiting the transaction details page on the dashboard.
Q: Do merchants have to manually batch out?
A: No. SwipeSimple does support manual batching. All batches are set to settle once every 24-hours.
Q: How do I set a batch time?
A: Batch times are set when an account is initially setup. If a batch time needs to be adjusted, please contact Central Payment technical support. Batch times can be set to any time on the hour.
Q: Can a merchant run a refund after a batch has been closed?
A: Yes. The refund will appear as a separate, negative transaction in that batch.
Q: Will the credit card need to be present to run a refund?
A: No. The merchant will only have to go into the transaction detail and select the refund option.
Q: Does SwipeSimple support partial refund?
A: Yes. A partial refund can be done from the app or dashboard. The merchant would select the refund button, edit the amount in the confirmation box, and select refund. The amount must be equal to or less than the original sale amount.
Q: What information can my merchant add to the receipt?
A: Every receipt will automatically include your merchant’s account name, address and phone number*. The receipt header and footer may be edited to include return policies, greeting messages, or website links.*Phone number optional on merchant accounts.
Q: How can I add a name or note to a transaction during a sale?
A: If a merchant would like to add a note to a transaction they would enter in the amount and press the “+” sign in the bottom right-hand corner of the sale screen in the app. After this step, they would select the “items(#)” area which will bring up a screen that will display the “custom item” they just created. If they select that item, a menu bar will drop down and on the left-hand side there is an icon that looks like a piece of paper. If they select that icon a field will come up where they can enter in notes that will be associated with the transaction.
Q: Does SwipeSimple integrate with QuickBooks or other accounting software?
A: Yes. Transactions and inventory items can be downloaded from the SwipeSimple dashboard (SwipeSimple.com) and uploaded directly to your existing software.Does the SwipeSimple dashboard support recurring billing?No. The dashboard does not support recurring billing.