Your fast-track guide to Back-to-School InTouch Pay—items, customers, payments, online payments, fees, and more. 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
- Fundamental Functions
- Receipt Adjustments
- Fines and Fees
- Online Payments
- Item Management and Item Groups
- Customer Groups
- Mass Emails
Fundamental Functions
From selling items to applying fees to students accounts, these fundamentals will keep the line moving and students and parents smiling.
- How to Create/Edit Buttons
- Basic Point of Sale Functions
- Lookup Student/Non-Student Customer
- Making a Sale
- Completing a Sale with Cash
- Completing a Sale with a Credit Card
- Completing a Sale with a Check
- Completing a Sale with Multiple Tenders
- How to Look up an Customer or Item
- How to Complete an End of Period (EOP)
- How to Use a PAX Credit Card Device
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.
Fines and 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. - How to Assess a Fine or Fee
- How to Adjust Fines and Fees
- How to Pay a Fine or Fee
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 Reset a Customer Portal Password
- 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.
Item Management and Item Groups
- 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.
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 Emails
- How to Send Mass Emails
Mass emails let you reach a whole crowd of students, customers, or guardians in one click—perfect for reminding them about unpaid fines, negative balances, or other news they can’t “accidentally” miss.