Phone Swipe is the smartest way to take payments on the go, but did you know that Phone Swipe Inside can help you make more informed, smarter business decisions? That’s right, Phone Swipe Inside can give you a view of your business that other mobile credit card readers can’t.
A merchant’s credentials for Phone Swipe Inside are created during the application process when they provide a username/email and password. If you’ve forgotten your password, you can click on the “Forgot Password” button on the login page and follow the prompts to gain access to your Phone Swipe Inside account.
Once logged in, Phone Swipe Inside allows you to take a deep dive into your business by providing you with detailed transaction reports and the ability to update both personal and business information like your bank account information or new email.
You can access Phone Swipe Inside from your favorite internet-connected device. Once logged in, you’ll see “Account Activity” to left where you can set parameters to view the information you’re interested in, and the right side of the screen will display the information you requested in an easy to follow chart. Note you’ll also see a detailed list of transactions directly under the chart for your review.
Click “Report” at the top of the navigation and you’ll see “Transactions Export,” “Itemized Report” and two new reports — “Flash Report” and “Product Sales Report." which you can read about in detail here. Each report will give you insight into different aspects of your business, and the reports can be exported to Excel or as a PDF for your records by selecting either icon in the lower right corner of the screen.
To update any personal or business information, click “Account,” the last button on the top navigation. There you can add new users, edit business information, change banking information and order or request additional readers. You’ll also be able to set up alerts for issues like chargebacks, or create a custom alert that will let you know if your issue arises.
