PaySimple's mobile app with card reader is great for on-the-go businesses. It syncs seamlessly with the web/desktop app, so your customer information is literally at your fingertips when you need it. Conversely, any data collected while in the field via your mobile app will be available next time you log into PaySimple on your computer. Here's how to get started with PaySimple Mobile:
- Download the PaySimple Mobile app
- Order your free card reader
- Run a test transaction
- Go Forth and Process
1. Download the PaySimple Mobile app
PaySimple Mobile with card reader currently works with iPhone 4, 4S, and 5. Download it free in the app store:
2. Order your free card reader
Rather than having to manually enter credit card information, PaySimple uses a card reader that plugs into the headphone jack of your device. Active PaySimple customers are eligible for a free card reader, available here (the first one is free, you just pay the shipping).
3. Run a test transaction
With your PaySimple Mobile app on your phone, you can now process a test transaction. Login to the app using the same credentials you use on the web app, and click "collect payment." If you have the card reader already, swipe the card. If you're credit card information is on file as a "customer" in your account, it will automatically associate the transaction with that record. If not, the app will automatically create a new customer record and securely store the payment information for future use.
4. Go Forth and Process
That's it! Next time you go out in the field, take your smartphone and card reader and you'll be collecting payments on-the-go, eliminating the need for time-consuming followups. As an added bonus, you'll subconsciously be building your customer database for future marketing efforts. It's a win-win!