It's Here
You're going to
love PaySimple 3.0
What you need to know about PaySimple 3.0
Don't forget to use your new login address. You should bookmark this page for future use.
Start with your initial setup and instructions on basic functionality.
-
Getting Started with PaySimple 3.0 Webinar (22 mins) -- If you
prefer a video guide, grab your lunch and watch this video about setting up, customizing,
and using your new PaySimple 3.0 system. - Getting Started with PaySimple 3.0 -- Or if you prefer a written guide, download this PDF.
Then use these guides for detailed instructions on advanced functionality.
- VIEW DASHBOARD: About Your New Dashboard
- COLLECT PAYMENTS: Collect a Payment | Set up Recurring Payments | Add/Edit a Payment Account
- SEND INVOICES: Send a One-Time Invoice | Set up Recurring Invoices
- MANAGE CUSTOMERS: Adding Customers | Editing Customers
- VIEW REPORTS: Using Standard Reports | Creating Custom Reports
- ACCOUNT SETTINGS: Adding Users | Import Center | Web Forms and Payment Buttons
- How to use your NEW Invoice and Payment Tracking
- How to Void and Refund a Payment
- How to authorize ACH and Credit Card Payments
Have any questions?
We're excited to introduce you to all of the PaySimple 3.0 enhancements!
So please feel free to ask us any questions. We'll respond promptly.

