Payments Study Hall
Payments 101: The Fundamentals
This is a Level 1 course for Edlio Payments for Bookkeepers. Edlio Online Payments (formerly OSP) is a software that allows K-12 schools to take credit cards online for school activity funds. This course is designed to those who are new users of Edlio Payments as well as those who would like a refresher training.
- Edlio Payments fundamentals for bookkeepers
- Setting up and processing online payments
- Best practices for managing activity funds
- Q&A with an Edlio Payments specialist
Payments 201: Advanced Features
Already comfortable creating products? This session picks up where Payments 101 left off, covering the tools that give you more control over how you sell, track, and manage payments.
- Form fields, product variations, and limited-quantity items
- Student imports and obligations
- Running reports and reviewing statements
- Processing refunds and handling inquiries
Getting Started on Swipe
Accept credit and debit card payments in person using any mobile device. This session covers everything you need to start swiping — from device setup to transaction coding — so you can cut down on manual data entry and keep your books clean.
- Setting up an iOS or Android device for in-person payments
- Coding transactions to specific revenue accounts
- Consolidated statements to streamline reconciliation
If you want to learn more about Edlio Payments, check out our website.
Reach out to [email protected] if you'd like more information.