How to Add/Remove/Edit A Customers Card On File In SwipeSimple:

Overview: This guide will walk you through how to navigate the SwipeSimple customers module and edit a customers card info.

1. While on the SwipeSimple Overview screen, select the "Customer" module on the left-hand side of your screen.

2. Select the "Customer #" associated with the customer that will require a card edit.

Note: The Customer # column, must be turned on to perform this task. If your customer # column is not visible, please follow the link below (How to Display A Customer #) in order to turn on the customer # and edit the customers existing card info. 

Link - How to Display A Customer #

3. Select the "Cards" tab below the customer name.

4. Once in the "Cards" tab you can Add A New Card, Edit/Delete an existing card on file.

Important: All donor information has been hidden to protect their privacy and information.