InTouch Knowledge Base
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Knowledge base
Back-to-School Tips
District/Business Office Users
1
Ready, Set, Collect: District Office Back-to-School with InTouch Pay
Site Managers and Cashiers
1
Smooth Sales Ahead: Site Manager Back-to-School Prep
Student Store Instructor
1
Student Store Inventory Procedures for a New School Year
Webinar Recordings
Office Hours August 2025
5
InTouch Office Hours – Creating Customer Groups
InTouch Office Hours – How to Mass Fee
InTouch Office Hours – Adjusting Fines and Fees
InTouch Office Hours – Sending Mass Emails
InTouch Office Hours – Customer Portal Management
Office Hours October 2025
2
InTouch Pay Office Hours: Online Item Management - How to effectively use Payment Pages and your Customer Portal (Afternoon Session)
InTouch Pay Office Hours: Online Item Management - How to effectively use Payment Pages and your Customer Portal (Morning Session)
Office Hours November 2025
2
InTouch Pay Office Hours: Schedule Interface - Wednesday Afternoon
InTouch Pay Office Hours: Schedule Interface - Friday Morning
Basics
Performing Basic Functions
5
How to Look Up an Item
How to Look Up a Customer or Item
How to Perform a Basic Cash Sale
How to Accept Multiple Payments
Using a PAX Credit Card Device
Merchant Dashboard
Merchant Dashboard Articles
7
Accessing and Using the Batches Section in Merchant Dashboard
Understanding Financial Terms in Merchant Dashboard
How to Find Your Merchant ID Number in Merchant Dashboard
Using the Transactions Section in Merchant Dashboard
Navigating the Statements Section in Merchant Dashboard
View all 7
Card Present Activities
Card Present
5
How to Close a Batch with Unsettled Transactions
Best Practices for Nightly POS Device Transaction Settlement
How to Manually Settle POS Transactions
How to Manage and Prevent Expired POS Transactions
Understanding the Correlation Between Batches and Funding Deposits
Fines and Fees
Fines and Fees in InTouch Receipting
7
How to Assess a Fine or Fee
How to View Fines and Fees
How to Clear a Fine or Fee
How to Adjust a Fine or Fee
How to Pay a Fine or Fee
View all 7
Setup
Setup and System Administration
8
How to Assign a Credit Card Device
How to Print to a Credit Card Device
How to Set Your POS SIM to a Single Carrier
How to Add Terminals to a Site
InTouch Network Connectivity Guide
View all 8
Managing Users in InTouch Receipting
Managing Users
2
How to Invite Users
How to Edit User Access
Inventory Management
Using InTouch Inventory Management
2
Creating Items
Creating Item Groups
Functions and Functionality
Functions using InTouch Receipting
11
How to Handle NSF Checks
Track Payments and View Receipts in Scheduled Payments
Using the Paid Out Feature in InTouch POS
How to Process and Track Refunds in InTouch POS
How to Create an Account Code
View all 11
Chargebacks
Managing Chargebacks
4
Understanding and Managing Chargebacks
Understanding Chargeback Visibility
Managing Disputes or Chargebacks Related to Specific Batches in Merchant Dashboard
Opting in for Chargeback and Daily Batching Notification Emails
Reporting
Reporting Using InTouch
1
Accounting Export Reports in InTouch Pay
Articles with Video
InTouch Videos
1
InTouch Receipting Videos
Student Store and Concessions
Managing the Student Store or Event Concessions
7
Terminal Sales using InTouch Pay
Receiving Product Without a Purchase Order
Receiving Product with a Purchase Order
End of Period Processing Using InTouch Pay
End of Period Transfer Using InTouch Pay
View all 7
Online Payment Options
Customer Portal
2
Customer Portal (TouchBase) Management
How to Reset Customer Portal Passwords
InTouch Announcements
3
January InTouch Pay Office Hours: All Things Reconciliation Part 2- Close the Books
Posted by
Holly Korous
,
17 days ago
Last Reply
by Holly Korous
17 days ago
December InTouch Pay Office Hours: All Things Reconciliation Part 1- Bank on It!
Posted by
Holly Korous
,
26 days ago
Last Reply
by Holly Korous
26 days ago
Upcoming InTouch Pay Office Hours
Posted by
Holly Korous
,
2 months ago
Last Reply
by Holly Korous
2 months ago
Help Desk Software
by Freshdesk
