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Accounts & Billing

Create Merchant Account

It takes 2 minutes to sign up and start using the GetSwift software to manage your company's delivery operations. Take a look at our video guide or written instructions below:

  • Note: If you are a driver, please do not sign up for a Merchant Fleet account on this page. You will need to be invited by a business to start driving using GetSwift. For more details, please read our driver start guide


 
 

Step 1

Navigate to the sign up page

Step 2

Fill in all fields, including your merchant name and other details about your business

Step 3

Click "Register" at the bottom of the page


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Add Users (Dispatchers)

To add a user (dispatcher) to your account so they can also log in and manage your operation is really easy! 


STEP 1

Click on the Menu icon (𝝣) and then click the Users link

STEP 2

Invite a new user (dispatcher) by sending them an email invite

The user will receive an invite email. They will need to follow the instructions in the email to join your GetSwift account


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Billing

Billing Settings & Management

 
 

Account Balance

Your current account balance is shown in the first line on the Billing Page

 
 

Your account balance will be drawn down with each task entered into the GetSwift system. There is also a charge for sending SMS alerts to your customer that varies by country.  

For a list the actual tasks you were charged for, please download the “Payments and Transactions” report, which you can find more about here.

If you do not have enough money in your account for a task, then you may see a warning (shown on the right)  when you try to add a new task. Any tasks posted using the API will also be rejected.


Add a Credit Card to your account for the First Time

Step 1

On the "Add Credit" page, click on “Add a card to your account” button

 

Step 2

Enter your credit card number, CVC, and expiration date and click “Add Payment Card”

  • Note: Only your personal account (logging in with your email and password) will have access to use your credit card. If you have other users who have access to the same merchant account, they will not be able to see or use your stored credit card


Add Money to your GetSwift Account

Step 1

On the “Add Credit” page, enter the amount in USD you would like to add to your GetSwift account

Step 2

Click the “Add Credit” button. You will receive an email receipt of your payment

  • Note: You are required to add a minimum of $30 USD to your account with each top-up

  • Note: GetSwift will charge your account in USD and you may incur a currency conversion fee from your credit card provider


Change your Stored Credit Card Information

Step 1

On the “Add Credit” page, click on your name (yellow highlight in screenshot below)

 

Step 2

The current stored credit card will be shown, along with an option to replace the current stored

 


Auto Recharge

To set up your credit card automatically be charged when your account balance runs low:

Step 1

On the “Auto Recharge” page, click on the “Auto-recharge enabled” checkbox (yellow highlight in screenshot below)

Step 2

Set the trigger for the automatic recharge, using the dropdown box labeled “If balance falls below”.

Step 3

Set the amount of money in USD you want to have added to the account each recharge.

  • Note: If you have not stored a credit card in our system, you will need to add one before you can set up auto recharge

  • Note: In the example shown below, GetSwift will add $30 USD using your credit card soon as your account balance falls below $5 USD


Payment History

The payment history provides you with overview of the credit card payments for your GetSwift account, including the date, time and amount of the charge. You can click on the “Email Invoice” link to have another invoice emailed to you for a particular payment.  You can also download the “Payments and Transactions” report for more precise detail, which you can find more about here.

payment-history.png

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Multi-Branch Businesses

If you have multiple businesses organized in a hierarchical structure, GetSwift has a simple way for you to manage all of your businesses together. 

Hierarchy Structure

organization

Overarching business of a multi-branch institution

Team

A way to group a set of merchants together

Merchant

Your business, or in an Organization, this will be one individual location

In this example, we have Headquarters ( Pizza House HQ ) managing two Teams ( New York & California ), with each City Team managing two individual restaurants/merchants  (New York- Manhattan & Brooklyn; California- Los Angeles & San Francisco )

In this example, we have Headquarters (Pizza House HQ) managing two Teams (New York & California), with each City Team managing two individual restaurants/merchants (New York- Manhattan & Brooklyn; California- Los Angeles & San Francisco)


Users Access

Analyst

  • Has read-only access to view reporting data for entire organisation.

Merchant Manager

  • Can manage specific teams that control groups of merchants within those teams. You can add and assign these managers to teams from the team management section.

Manager

  • Can do anything and has complete control over organisation including permission to maintain users, teams and merchants.

User

  • The administrator or dispatcher within the merchant account that manages the web portal interface.


 

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Add a user (dispatcher) to your account so they can also login and manage your operation.

These reports allow you to view and analyze the performance of your entire business as well as filter by teams and merchants.