Mobile Application User Guide

Mobile Application User Guide
Mobile Application User Guide
SwipeSimple iOS version 3.0
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Contents
3 Part 1: Getting Started
19 Part 5: Items
3 Downloading the app
19 Sorting your inventory
4 Signing in
20 Edit item
5 Familiarizing yourself with the interface
20 Create a new item
6 Part 2: Sale
21 Part 6: Settings
6 Types of payment
21 Familiarizing yourself
7 Taking a credit card payment
22 Turning signatures on/off
7 Setting up the purchase
22 Sales tax
8 Prompt for tips
23 Tips
9 Taking a credit card payment
23 Offline mode
10 Taking a chip card payment
24 Support
10 Taking a magnetic stripe card
24 Reset password
payment
24 About
11 Taking a manually entered
payment
12 Capture signature
12 Email receipt
13 Taking a cash payment
14 Part 3: Account
14 Viewing your account statistics
15 Part 4: History
15 View transaction history
17 Voids
17 Refunds
18 Resend receipt
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Part 1: Getting Started
Downloading the app
To use the SwipeSimple mobile app, you have to first download it from the Apple
App Store.
1. Open the App Store and search for “SwipeSimple”.
2. Download and install the SwipeSimple mobile app on your device.
3. Open the SwipeSimple mobile app.
You are ready to go!
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Signing in
Signing in
The email and password you use to sign in
will be provided by your payments provider.
1. Sign in to the app by typing in your email
address and password in the allocated fields.
2. Press the “Sign In” button to complete the
process.
Demo mode
If you want to explore SwipeSimple’s
functionality without signing in, you can do
so by selecting “Demo mode”.
Demo mode allows you to test out various
functions, but limits you from processing
actual transactions.
Changing your password on the first sign-in
Upon signing in for the first time, you will be
prompted to change your password. Type
your new password in the allocated fields.
Stay logged in
Merchants can enable this on the log in
screen, and will stay logged in until they
explicitly log out. There is no time limit.
Forgot password
If you’ve forgotten your password, you can
reset it by selecting “Reset Password”. We’ll
send you an email with instructions shortly.
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Familiarizing yourself with the interface
This information confirms which Merchant
Account you are currently on.
Sign out of your
account from
here. This will lead
you back to the
Sign In screen.
This is your Menu bar, from which you can access all
of SwipeSimple’s functions. These are categorized into
Account, History, Sale, Items and Settings. You are
currently on the Sale screen.
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Part 2: Sale
You make transactions in the Sale section. Access the Sale section by selecting the
blue Sale tab on your navigation bar.
Types of payment
Using SwipeSimple, you can accept payments through both credit cards and cash.
The next two sections illustrate the steps to take payments through each of these
payment methods.
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Taking a credit card payment
Step 1: Setting up the purchase
At this step, you can either manually enter
an amount you want to charge, and/or select
items from your inventory to add to the
customer’s shopping cart.
Add item to shopping cart
1. Select “Items (0)”.
2. Select the item(s) you want to add.
3. A dropdown menu will appear, with the
options to increase or decrease the
quantity of the selected item. Reach your
desired quantity by tapping on the plus or
minus signs.
Manually enter an amount
Use the keypad to key in the amount you
want to charge, and tap “+” to add it to the
total, or “c” to delete the amount.
4. When you’re done, select either “Cash
Sale” or “Credit Card” to move to the next
step, or tap the keyboard icon to add
another manual amount to the total.
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Reset active transaction
To reset the transaction, tap on “c” twice.
Tapping on “c” once will clear
the manually entered amount, and
tapping on it twice will clear the entire
transaction. Select “Reset” to clear the
transaction.
Step 2: Prompt for tips
If you have tips enabled, your customers can
select how much they want to tip, either
from 3 adjustable tip values, or by manually
inputting their tip value.
Default tips
Your customers can select from one of 3
default tip values, which are adjustable
in the Settings menu.
Custom tips
Your customers can input their own tip
amount by selecting “Other” and keying
in the value on the keypad.
After you select “Continue”, you’ll head to
the payment screen to choose the mode
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of payment.
Step 3: Taking a credit card
payment
At this step, you can dip or swipe a credit
card on your card reader, or manually enter
the credit card information in the fields.
Credit Card Transactions
1. Check if your card reader is ready to
process a dip or swipe transaction.
The image on the bottom half of the
screen indicates the status of the reader.
More details below.
2. Dip card into the chip slot or swipe
card on reader.
3. When the “Dip/Swipe Successful”
image shows, select the “Process
payment” button on the screen to
advance to the next step.
Insert Card Reader
Your reader is not
detected. Either
insert the reader or
dial up the volume
(for readers which
plug into headphone
jacks.)
Reader Connected
Your reader is
detected. Wait a
moment to dip/swipe
the credit card.
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Step 3a: Taking a chip card payment
Dip Card
If your customer uses a chip card, you can
attempt to dip the credit card now. Dip the
card into the slot at the back of the reader,
with the chip facing the front.
Dip Successful
The chip card has been recognized by the reader. You can
process the payment now. Please ensure that the card remains
inserted throughout the entire transaction, and is only removed
when prompted by SwipeSimple. Removing the card prematurely
will cancel the transaction.
Step 3b: Taking a magnetic stripe card payment
Swipe Card
If your customer
uses a magnetic
stripe card, you
can attempt to
swipe the credit
card now. Swipe
the card through
the slot at the front
of the reader, with
the magnetic stripe
facing the back.
Swipe Successful
The credit card swipe
is successful. You can
process the payment
now.
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Step 3c: Taking a manually
entered payment
Manually enter details
Use the keypad to key in card number,
expiration date and CVV number on the
back of the card.
Process payment
Tap on “Process payment” after entering
all respective fields. For chip card
transactions, please ensure that the card
remains inserted throughout the entire
transaction.
Cancel payment
Tap on “Cancel payment” to reset the
transaction.
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Step 4: Capture signature
If you have signatures enabled, the
customer can sign by tracing out their
signature on your device’s screen.
Enter signature
Let your customers trace out their
signatures within the signature box,
using their fingers or a stylus.
Clear signature
Select “Clear Signature” at the bottom of
the screen, to reset the signature box.
Step 5: Email receipt
At this step, you can view the e-receipt on
your device, and you can choose to send the
e-receipt to the customer’s email address.
Send receipt
Select “Send Receipt” to email or text a
receipt to your customer.
Enter your customer’s email address or
phone number into the next screen.
To not send a receipt, select “No Receipt”.
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Taking a cash payment
The steps involved in taking a cash payment
are very similar to that of a credit card
payment, and simpler.
Follow the steps listed in Taking a credit
card payment, with slight changes as noted
below:
1. On Step 1, select “Cash Sale”.
2. Determine the amount gratuity to be
charged in Step 2.
2. You will automatically skip Step 3 and Step
4.
3. Select “Process Payment” to confirm the
cash sale.
4. Complete the payment the same way as
Step 5.
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Part 3: Account
In the Account section, you can view statistics of your transactions for multiple
user accounts. Access the Account section by selecting the leftmost tab on your
navigation bar.
Viewing your account statistics
Changing Account
If you have multiple merchant accounts tied
to your SwipeSimple account, you can select
this item to choose a different merchant
account from the list.
Changing Time Periods
View your account summary based
on statistics from the last 24 hours,
last 7 days or last 30 days. Toggle
each mode by selecting its respective
button.
View Account Summary
Total Charges: The total amount charged to
customers over the time period specified.
Number of Successful Charges: The total
number of charges approved over the time
period specified.
Average Charge: Total Charges divided by
Number of Successful Charges.
Tax Collected/Tip Collected: Total amount
of taxes/tips collected over the time period.
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Part 4: History
In the History section, you can view detailed transaction data, void and refund
transactions, and resend receipts. Access the History section by selecting the
History tab from your navigation bar, second from the left.
View transaction history
View the transaction history of another
account
Select this and changing to the desired one.
Understanding your transaction history
Transactional information is organized by
separate transactions, descending in time
from the most recent. This includes:
Status of the transaction:
: Approved
: Voided
: Refunded
: Declined
Customer Name:
E.g. “1384529483”
Time and Date of Transaction:
E.g. “5:49 PM”, and “October 29, 2015”.
Card Details:
Card issuer (VISA, MasterCard, AMEX, or
others), and the last 4 digits of the card
number.
Transaction Value:
Shows the amount transferred. “$15.00”.
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Access detailed purchase information, voids
and refunds
Press anywhere in the space of each
transaction. It will lead you to the
Transaction screen below.
On the Transaction screen, you can view
which items and their amounts involved in
the specific transaction. If the customer gave
a signature, you can view it here.
From here, you can perform Voids and
Refunds, and also Resend Receipt.
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Voids
To void the selected transaction, select Void
at the bottom-left corner of the transaction
screen.
On the confirmation window that appears,
select “Void” to confirm.
Voids are only available for a short time
after a transaction. If the Void option is not
displayed, you may only do a Refund instead.
Refunds
To make a refund, select Refund at the
bottom-right corner of the transaction
screen.
On the window that appears, enter the
amount you wish to refund, and select
“Refund” to confirm.
Please note that it may take up to 7-10 days
for refunds to be processed. Please contact
your merchant service providers for more
information.
Partial refunds
You can refund part of a transaction, and the
partial refund will show up as a new record.
To refund the rest of the transaction, return
to the original transaction and perform the
refund.
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Resend Receipt
To resend a receipt, select Resend Receipt at
the bottom of the transaction screen.
On the window that appears, type in the
customer’s email address and select “Email
Receipt” to confirm.
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Part 5: Items
In the Items section, you can create new items and edit existing items in your
inventory. You can view the quantity in stock for each item and also sort your
items by name or price. Access the Items section by selecting the Items tab on
your navigation bar, second from the right.
Sort your inventory
Sort your items by Name or Price
Toggle your desired sorting method by
selecting either one of these buttons.
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Edit item
Edit item
Select the desired item on the Items list to
enter the Edit item screen.
Here, you can edit the name, SKU, price,
whether the item is taxable, whether you
want inventory tracking for the item, and the
stock quantity of the item.
Select “Update Item” at the bottom to
confirm your changes, or select “< Items” to
return to the previous screen.
Create a new item
Create item
Select “Create Item” at the top right of the
Items screen.
Here, you can create a new item by entering
the item’s name, SKU, price, whether the
item is taxable, whether you want inventory
tracking for the item, and the stock quantity
of the item.
Select “Create Item” at the bottom to
add your new item to the inventory, or select
“Cancel” to return to the previous screen.
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Part 6: Settings
In the Settings section, you can set preferences for whether to require
signatures, add sales tax, and prompt for tips. You can also access support
contact details and information about SwipeSimple.
Familiarizing yourself
Here, you can see the current
selection for each adjustable
setting.
E.g. Sales Tax is currently set
to “Yes”, which means that you
are charging sales tax to your
customers.
Change Settings
Press any part of the area
occupied by the setting you desire
to change, to enter the respective
settings screens for Signature,
Sales Tax, Tip and Offline Mode.
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Turning signatures on/off
Turn signatures on/off
Select from either of these 3 options:
Never: The app never prompts for a
signature
Always: The app always prompts for a
signature
Above $25: The app prompts only on
transactions above $25
Sales tax
Turn sales tax on/off
Toggle this button on if you want to collect
sales tax from your customers. Sales tax is
currently on. When off, it shows like this:
Modify sales tax
Select this box to input the percentage sales
tax you want to collect from your customers.
Only applicable when sales tax is toggled on.
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Tips
Turn tips on/off
Toggle this button on if you want to prompt
your customers for tips.
Modify default tip values
This section allows you to modify the 3
default tip selections presented to your
customers.
Hold and drag each white button along
it horizontal axis to edit each of the 3 tip
values.
Offline mode
Offline mode enables you to continue taking
payments without an internet connection.
However, offline mode is not compatible
with chip card transactions. You will not be
able to process chip card transactions if you
are offline.
Turn offline mode on/off
Toggle this button on if you want to enable
the ability to take payments offline.
Set maximum amount for offline
transactions
Set an upper limit for offline transactions
that can be saved, by keying in the desired
amount here.
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Support
The Support screen contains contact information for obtaining support for your
merchant account and SwipeSimple.
Reset Password
Reset password
Enter your new password in the “New
Password” and “Confirm Password” spaces,
and select “Change Password” to confirm.
About
The About screen contains information of the version of SwipeSimple you are
currently using. Providing this info can be useful for handling any complex
support issues.
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