Get InTouch Pay ready for a smooth start to the school year. These articles offer quick tips and step-by-step instructions to help you update users and confirm processes, so you're ready to serves students and families from day one.
TABLE OF CONTENTS
- User and Terminal Information
- Customer Groups
- Mass Fees
- Item Management
- Accounting Information
- Receipt Adjustments
- Online Payments
- Supply Orders
User and Terminal Information
How to Add Users
Adding users to a system makes sure everyone has their own login, so they can get to the tools and information they need, and only what they need. It keeps things secure, makes it easy to track who did what, and helps the system stay organized and running smoothly.
How to Add Terminals to a Site
Adding more terminals to InTouch Pay means multiple staff can collect payments at the same time- whether it's for lunches, fees, or event tickets- so lines move faster and students spend more time in class. It helps keep busy times like lunch or registration running smoothly.
How to Manage Point of Sale Settings
- Assign a Credit Card Device to InTouch Pay and Terminals
- Receipt Options
- Advanced Point of Sale Settings
- EOP Settings
- Tender Options
- Customer Options
Customer Groups
How to Create Customer Groups
Customer Groups are lists of students you can use in InTouch to quickly apply fines or fees, adjust prices, filter reports, or control what they can buy in the Customer Portal.
Mass Fees
How to Apply Mass Fees
Applying mass fees, like textbook rentals or sports participation fees, lets you charge all applicable students in one step, saving time and ensuring consistency.
Item Management
How to Create Items
Creating items ensures transactions are accurate, organized, and easy to manage, helping staff quickly find and sell the right item without confusion.
How to Create Item Groups
Item Groups are collections of items that can be used to apply fines or fees to students, and to make the grouped items available on Payment Pages.
Accounting Information
Explore Accounting Exports
The Accounting Export connect InTouch transaction to your district's General Ledger. It lets you export cash, check, and credit card payments, as well as adjustments, into a file that works with your district's accounting software.
How to Manage Account Codes
Categorize items so funds are recorded and deposited into the correct accounts.
Receipt Adjustments
How to Adjust Receipts
Mistakes happen! Receipt adjustments fix receipt issues, including voids before and after the End of Period (EOP), refunds, and adjustments for wrong items or customers.
Online Payments
How to Manage and Update the Customer Portal
The Customer Portal (formerly TouchBase) is where parents and guardians log in with their district-issued email to manage everything for their student—pay fines and fees, purchase items, make donations, and more.
How to Manage Payment Pages
Payment Pages make it easy to collect online payments for fundraisers, donations, student stores, and more. Each page has a unique URL and can be customized to connect with your audience—whether it’s parents, supporters, or the community.
Supply Orders
How to Order Credit Card Devices and Printer Paper
Supply run, but make it digital—a few clicks and your devices and paper are on the way!
How to Use a PAX Credit Card Device
How to use a PAX Credit Card Device