InTouch Pay - Basics Quick Start Guide

About

InTouch Pay is the latest version of the point of sale software that is in use at district 6. We were using the legacy version of inTouch. This new version no longer requires the application to be downloaded and runs in a browser.

How to Sign In

To access InTouch, type https://app.intouchpay.com into any browser, from any device.
Steps

1. Click Sign In on the InTouch landing screen.

2. Sign in with your district e-mail address.

3. Select continue, if you are signed into google, it will automatically sign you in without a password.

How to Make a Sale

This section covers the sale process from the Point of Sale- selecting items via buttons, or by scanning the item and tendering with cash, check, on account, or credit card.

Example:
There are two types of buttons in this example:
1. Sell Item buttons – Hot Coffee and Hot Dog
2. Go To Layer buttons – Drinks, Specialty Sandwiches, Soups, and Salads.

Steps to sell an Item from the Point of Sale
1. Click the button for the Item being sold (Hot Coffee for this example).
Note: The coffee is now displaying in the transaction preview window on the right side of the screen, along with its price, and the total is displayed at the bottom.

2. If this is all the customer wishes to purchase, click Finish at the bottom of the transaction preview window.

Completing a Sale with Cash

Steps

1. Enter the amount of cash given by one of the following options:

   1. The cashier may select $1, $2,

      $5, $10, $20, or $50 using one of the Quick Cash denomination buttons.

      

   2. The cashier may click the on- screen keyboard button, enter the exact amount given by the customer (which will populate the Total field), and click Enter on the keyboard.

       

      

       

       

   3. The cashier may skip entering a monetary amount, click the Cash button, and determine the appropriate change themselves.

      

      Note: Regardless of which option the cashier chooses, the Cash button must be clicked after entering a monetary amount, which turns the red Cancel button into a blue Save button.

2. Click Save.

Completing a Sale with a Credit Card

Steps

1. Enter the amount to be paid.

    

   Note: A credit/debit card can only be processed for the exact amount of the total.

    

2. Click Credit (marked in

   blue).

3. Your card device will prompt the customer to approve the amount and follow the instructions, which will vary by device.

4. Once the card is approved, the device will state “approved” and the Amount Due field will display $0.00.

5. Click Save.

Completing a Sale with a Check

Steps

1. Enter the amount of the check.

2. Click Check (marked in blue).

3. Enter the check number in the Check # box on the right side of the screen (marked in green).

4. Repeat as necessary if multiple checks are given.

5. Click Save.

Completing a Sale with Multiple Tenders

Steps

1. Enter the amount being paid with the first tender type.

2. Click the appropriate button for the first tender type, i.e., (Cash, Check, or Credit).

3. Repeat process for each tender type being used and follow the necessary steps for each.

4. Click Save.

Note: If a credit card is one of the tenders being used, it must be saved for last as you can only run a credit card for the exact amount needing to be paid.

‌Printing a Receipt

Steps

1. When the transaction receipt displays:

   1. You may click the Print button to print the receipt and open the cash drawer.

   2. You may enter an email address and click the send button to email the receipt.

   3. The customer may scan the QR Code to receive the receipt.

2. Click Done when completed.

How to Complete End of Period

Requirements

The cashier will need to void any receipts that are in error and, if they have not previously, re- enter them correctly.

Steps

1. From the Main Menu, select

   Functions.

2. Click End of Period under the EOP header.

   

   Note: This is the End of Period main screen. On the left is your cash declaration fields along with your check listing tab. On the right is your tender listing, along with the Starting Till and Receipts fields. On the bottom right is your balance and Deposit Reference fields.

   

    

3. Enter the number of bills and coins in their respective cash declaration fields.

   

   Note: Your Cash field (under Summary) will show your total cash as you enter your counts.

   Credit and Check amounts will be prefilled.

    

4. Enter your Starting Till amount in the Starting Till field.

   

    

5. Verify that you balance.

   

   Note: The total field will be red if you are short, yellow if you are over, or green if you are balanced.

    

6.  Enter a Deposit Reference.

7. Click Save.

   

8. Print the report.

    

9. Click Done.