Phone Swipe is compatible with most Apple iOS and Android smartphones and tablets.
Your Android device should have the following specifications:
If you aren't sure if your device meets the above requirements, check with your phone carrier or device manufacturer.
The Phone Swipe app is currently optimized for the following devices:
Phone Swipe is compatible with Apple AirPrint-enabled printers (iOS only), Star Network and Bluetooth printers (iOS and Android), POS80 Bluetooth printers (Android only), and select cash drawers.
Click here to view a list of printers that work with AirPrint.
Click here to purchase a Star Bluetooth TSP650II printer.
You can purchase hardware at third-party sites like CDW, PCMall, or Amazon.com
Use your device's built-in camera as a barcode scanner, or add on a compatible Bluetooth barcode scanner. The Socket Mobile 7Ci CX2870-1409 scanner is available for purchase at retailers like amazon.com.
Bluetooth Star Printer:
Bluetooth POS Printer:
Network Star Printer (TSP 100):
POS80 Bluetooth printer has lost connectivity with the app. Here are some tips/instructions:
General rules: Apply as a Business if you are incorporated or have a Federal Tax ID. Apple as an Individual if you are selling goods or services and do not have a Federal Tax ID. Please review the Prohibited Merchants list before applying.
For the safety of both merchants and customers, some business types are prohibited from using Phone Swipe. By accepting the Terms & Conditions and creating a Phone Swipe account, you agreed that you will not accept payments for or in connection with the following businesses:
Phone Swipe reserves the right to modify, alter, or change this list at its sole discretion at any time with or without notice. When your Phone Swipe account is approved, that approval is provisional. Phone Swipe may ask you for additional information or documentation at any time and at our sole discretion. Types of additional information requested may include items such as: a detailed description of your business, government issued identification, invoices for transactions, business bank statements, and other similar documents. Continued use of your account with Phone Swipe requires complying fully with these requests.
When you apply, you will create your password. Be sure to write down your password, as you will use this password, along with the email you entered, to login to the Phone Swipe app and Phone Swipe Inside.
Your "Doing Business As" name is what a customer will see on their credit card statement.
Multiple accounts are different from adding users to a single account.
For example, people who might have multiple accounts are those who have one for their business and one for individual use. If you already have an account and would like to apply for a different account, the system will ask if you want to use the same email (using the same email is what links multiple accounts together; otherwise you will use separate logins on each account).
To view your accounts on Phone Swipe, you'll see them displayed at the top right. The name of the active account will be displayed and there is a dropdown arrow for you to see the rest of your accounts. Please call Tech Support for assistance if you do not see your linked accounts.
To add additional users, refer to the Phone Swipe Inside section for instructions.
Phone Swipe deposits funds within one business day of sales processed by 5 PM ET. Transactions processed after Friday 5 PM ET are funded the following Tuesday. Amount funded will be less processing fees.
If you are taking advantage of one of our limited time processing offers, Phone Swipe will waive your processing fees for a specified time period (typically 30 days). After the promotion is over, you will be reimbursed through an ACH credit to your bank account. Please allow two weeks after promotion ends.
Program is subject to change without notice. Exclusions may apply. Cannot be combined with any other offers.
When you refer a friend or business to Phone Swipe we'll give you $50 as a thank you. This will be reflected as an ACH credit to your bank account after your friend has activated their Phone Swipe account by processing at least $150 in transactions. The status of your referrals can be found in the Referrals section on Phone Swipe Inside.
To get a good swipe, try to firmly and steadily swipe the card through the reader.
Make sure that the magstripe of the credit card is facing the right direction. When you are looking at the side of the reader that says PhoneSwipe.com, you should be looking at the magstripe as well. If you are using a case on your device, check to make sure the sleeve isn't preventing the card reader from being plugged in all the way.
When the card reader is plugged in, make sure volume is turned all the way up. iOS only: Allow access to the microphone in the privacy settings of your device.
Order additional card readers by calling Customer Service or through Phone Swipe Inside.
On Phone Swipe Inside:In the event that your credit card reader malfunctions, there is a 12-month limited warranty. In the event that you misplace your card reader, we will send you a replacement for an additional fee. If you need a replacement, order an additional one through Phone Swipe Inside or contact Customer Service at 877-957-9473.
This section of Phone Swipe focuses on the Phone Swipe app version 5.4 or higher.
Download the guide here.
If you have any questions, please contact Customer Service or Technical Support at (877) 957-9473.
Your login credentials were created when you applied for your Phone Swipe account. Use the email address and password you entered during the application process. Once your account has been approved, you will be able to sign into the Phone Swipe app and Phone Swipe Inside.
If you forgot your password, please click here or on "Forgot Password" and you will be sent an email with further instructions on how to reset your password.
Please note the following instructions are for Phone Swipe version 3.0 or higher. For Phone Swipe version 2.0, head to the Support section of Phone Swipe Inside.
When you are logging into Phone Swipe for the first time, the first thing you will do is create a PIN. The Phone Swipe app provides a lock period to prevent unauthorized usage of your account and this PIN will be required to unlock the app. After that, you will land on the Sell screen. Tap the gear icon to access Settings.
Enable the tip feature to allow your customers to add a tip at the end of a transaction. You can enter default tip values, including custom and no tip, for your customers to choose from.
To process a sale with tax, toggle the "Auto-Detect Tax" option to On in Settings. Auto-Detect Tax turns on the geo-tax feature, which automatically calculates the appropriate tax rate based on your location. Or, if you prefer, you can set a default tax rate.
You can accept Visa, MasterCard, American Express, and Discover payments. In order to process a sale, you will need an Internet connection (WiFi or data plan).
If you are in the middle of a transaction and you receive a phone call or text message, press "Decline" and complete your transaction. Hitting "Accept" will abruptly end your transaction and force the app to close.
If you are taking an order over the phone and manually keying in your customer's information, make sure to write "Phone Order" on the signature screen.
iPad only: When your customers are in a hurry, Swipe to Sell allows you to simply swipe a card and move onto the next sale.
To use Swipe to Sell, swipe the card.iPad only: Accept multiple forms of payment on a single transaction with split tender
For a split tender payment:iPad only: To add an Express Discount, just tap the price tag icon, and add the discount amount. Express Discounts apply to all items in the cart.
To add an item-level discount, tap an item from the cart to apply a discount.
To modify your receipt, go to Settings → Receipt Settings.
Voids cancel a completed sale before the payment is processed. Typically, you will process a void on the same day, before your account batches out (5 PM ET). If you have a sale time stamped after 5 PM, you can void it before 5 PM the following day.
Refunds differ from voids in that the transaction has been completed and the payment has been processed. In a refund, the cardholder is credited back funds to their bank account. The refund amount must be greater than $0.00 but cannot exceed the total transaction amount.
To refund a transaction:A pre-authorization allows you to prepare a sale, placing a hold on the funds, but not processing the sale immediately. This is a two-part process and you must close the pre-authorization to complete the transaction.
Note: Pre-authorizations are only valid for 7 days from the authorization date.
To create a pre-auth:Create inventory to easily and quickly access your products and services. This will streamline your sales process and provide an itemized transaction on your receipts.
Access your inventory by hitting the pencil icon at the bottom of the Sell screen. You will now be in Edit mode. When you're done, tap "Done Editing" to return to the Sell screen.
Group your items in Categories which can be organized by both a color and a name. Tap the "+" symbol in the upper left of the Category pane to add a category.
Add an item to your Favorites group by tapping on the heart icon next to the item while in Edit Item view.
Tap on the "+" symbol in the upper left of the Item grid to add an item. Enter a product name; photo; price/s; select if the item is taxable or not. When adding an item you can add Multiple Prices to a single item listing. Add the product to a category if you have categories set up. Tap "Save". Start tracking stock of an item by tapping "Manage Stock" to enter the quantity you have on hand.
iPad only: When adding an item you can add Options and Multiple Prices to a single item listing.
Tap on the "+" symbol in the lower left of the Item grid. Specify a dollar amount or percentage, name the discount, and attach a color for identification. Discounts are created just like you would an inventory item.
When you're back in the Sell screen, you'll see a colored discount tile that you can add to cart on any transaction. This discount will apply to all items in the cart.
Applying multiple prices or adding item options means an endless array of customization on transactions.
Access your inventory by hitting the pencil icon at the bottom of the Sell screen. You will now be in Edit mode. When you're done, tap "Done Editing" to return to the Sell screen.
iPad only: While you're adding or editing an item, set multiple prices if needed. For example: if you are selling an item in different sizes, you can list each available size along with its corresponding prices.
iPad only: While you're adding or editing an item, you can apply Item Option Sets to a single listing.
To create an Item Option Set:In-app reporting gives you access to real-time information about your customers and your sales.
From the Sell screen, access your reporting by hitting the gear icon to visit the Dashboard.
Sales Trends is an overview of sales, transactions, items, and payment methods. Change the date range of your reporting by hitting the calendar icon.
The Customers report shows a list view of all customer names, emails, and number of transactions. Enter a name in the "Search Customers" field. Tap on the customer to edit their information or tap "View Transactions" to see specific transaction detail.
Transactions is a listing of all transactions, which can be viewed Daily, Weekly, Monthly, or Yearly. You can also search by the last 4 digits, customer name, or customer email to find a specific transaction. The Search bar provides quick access to void or refund a transaction.
This section of Phone Swipe Inside focuses on Phone Swipe Inside version 5.4 or higher.
Download the guide here.
If you have questions, please contact Customer Service or Technical Support at 877.387.5640.
Think of Phone Swipe Inside as your command center - we've got the data and tools you need to manage your business. View your account activity to see item and employee performance, check on your deposits, and pull reports. Build your item library, add employees to your account, and more.
Access Phone Swipe Inside at inside.phoneswipe.com
Your credentials are created during the application process in which you provided your username/email and password. Once your account has been approved, you will be able to sign in to the Phone Swipe app or Phone Swipe Inside.
When you first sign in, you will be directed to your Account Activity.
If you have multiple accounts that are linked to one email address, you can switch from one account to another by clicking on the dropdown arrow on the top right. Your DBA name and account number will help you identify the account that you are currently viewing.
If you are already a Phone Swipe merchant but do not have credentials, please register your account here.
If you forgot your password, please click here or on "Forgot Password" and you will be sent an email with further instructions on how to reset your password.
If you have updated your credentials in Phone Swipe Inside and the app is already logged in or in an automatic login state:
Account consists of Profile, Alerts, and Referrals.
Activity consists of Sales, Transactions, Deposits, and Reports.
View deposits and withdrawals going into the bank account you have on file.
Depending on your account type and pricing, you may see different levels of detail in your deposits. If you are a Phone Swipe merchant on the standard pay-as-you-go pricing, you should see your deposits less processing fees.
Custom Date Ranges - Click on the calendar icon to pull a custom date range by day, month, year, and time.
Reports can be created by selecting a date range. Flash and Product Sales Reports can be downloaded as PDFs; Transaction and Itemized Exports can be downloaded as PDF or CSV files.
Flash Report - Totals for net sales, discounts, tax, tips, voids, refunds, and payment method. Ideal for a quick glance or closing your day.
Product Sales Report - Item and category performance by quantity and sales volume.
Transactions Export - A listing of all transactional data.
Itemized Export - A listing of all items sold.
Business consists of Customers, Employees, and Online Payments.
In the Business section, head to Employees to add users to accept payments on your behalf. Your employee will receive an email and set a password in order to start using the Phone Swipe app.
Administrator - By default, you, as the primary account holder, are the Administrator. You have full access to the Phone Swipe app and Phone Swipe Inside, as well as the ability to add employees.
Cashier - This user can access the Phone Swipe app with limited permissions, but cannot log into Phone Swipe Inside. As an Administrator, you can set void and refund limits for your Cashiers under Settings in the Phone Swipe app.
A few things to remember:Use Phone Swipe Inside to accept payments, right in your browser. Online Payments can be located under the Business section of Phone Swipe Inside.
1. Enter transaction amount and optional notes.
2. Key in your customer's credit card information.
3. Assign a customer and enter contact information for an optional receipt.
View and manage Online Payments under Activity ➔ Transactions ➔ Online Payments.
Voids cancel a completed sale before the payment is processed. Typically, you will process a void on the same day, before your account batches out (5 PM ET). If you have a sale time stamped after 5 PM, you can void it before 5 PM the following day.
To void a transaction:
Refunds differ from voids in that the transaction has been completed and the payment has been processed. In a refund, the cardholder is credited back funds to their bank account. The refund amount must be greater than $0.00 but cannot exceed the total transaction amount.
To refund a transaction:
Library consists of Items, Categories, Modifiers, and Discounts.
Adding items, categories, modifiers, and discounts functions in the same way as the Phone Swipe app. Changes made here sync to the Phone Swipe app and vice-versa.
Referrals can be found under the Account section. Enter in your friend's contact information in the form. Phone Swipe will send an email to them on your behalf. Once your friend has activated their Phone Swipe account by processing at least $150 in transactions, we will give you $50 as a thank you. This will be reflected as an ACH credit to your bank account.
Referral status and payout status are also displayed in this section.
A sister brand of Phone Swipe, PayAnywhere offers the same features and functionality as Phone Swipe. However, new features and product offerings will only be available on PayAnywhere. You will be redirected to PayAnywhere in a few seconds.