InTouch Knowledge Base

Office Hours January 2026 2

• InTouch Pay Office Hours: All Things Reconciliation - Close the Books | Wednesday session
• InTouch Pay Office Hours: All Things Reconciliation - Close the Books | Friday Session

Office Hours February 2026 2

• InTouch Pay Office Hours: Point of Sale Bootcamp (Friday Session)
• InTouch Pay Office Hours: Point of Sale Bootcamp (Wednesday Session)

Office Hours March 2026 2

• InTouch Pay Office Hours: Understanding Roles and Permissions (Friday morning session)
• InTouch Pay Office Hours: Understanding Roles and Permissions (Wednesday afternoon session)

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

Office Hours December 2025 2

• InTouch Pay Office Hours: All Things Reconciliation - Bank On It - Wednesday afternoon
• InTouch Pay Office Hours: All Things Reconciliation - Bank On It - Friday morning

Customer Portal 2

• Customer Portal (TouchBase) Management
• How to Reset Customer Portal Passwords

Inventory Management 4

• Creating Items
• Creating Item Groups
• How to Create an Account Code
• Creating Inventory Items Using InTouch Pay

Customer Groups 1

• Creating Customer Groups

Functions Menu 6

• How to Handle NSF Checks
• How to Process and Track Refunds in InTouch POS
• How to Adjust Receipts Using InTouch Pay
• How to Send a Mass Email
• End of Period Processing Using InTouch Pay

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Setup Menu 7

• How to Add Terminals to a Site
• Receipt Options
• Advanced Point of Sale Settings
• How to Add Users with InTouch Pay
• How to Invite Users

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Fines and Fees in InTouch Pay 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

Integrations and Interfaces 1

• Schedule Interface in InTouch Pay

Merchant Dashboard Articles 8

• 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

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Reconciliation 1

• Accounting Export Reports in InTouch Pay

Dealing with Unsettled Transactions 4

• 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

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

PAX Devices 6

• 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
• InTouch Network Connectivity Guide
• How to Order Devices and Printer Paper

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Point of Sale Functions 6

• 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

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Student Store / Event Concessions 4

• Receiving Product Without a Purchase Order
• Receiving Product with a Purchase Order
• Using InTouch Pay Buttons
• Terminal Sales using InTouch Pay

InTouch Videos 1

• InTouch Receipting Videos

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