Refund Tips

Cancelling an Order does NOT cancel the payment.  Use Issue Refund instead, available from the Payments Menu in the Order Manager.  Then cancel the order for inventory restocking and for Forms Report accuracy.

• We can now create electronic signature forms that can be used for Athletic Eligibility, Field Trip Permission or anything else requiring an electronic "signature".  If you are interested in using one for your school, please contact us for more details.

Reports and Product Imports Improvements

• For improved reporting, we have added the actual Accounting Code (in addition to the Description) on two separate reports: the Activity by Accounting Code report and the Activity by Accounting Code by Tender Type report.  You can access those reports under Reports>Transaction Reports.
• ePayTrak has the ability to import products instead of entering the products manually.  This can be a huge time saver when creating many products at one time.  We have recently upgraded this import feature so that all of the fields located under the Class Information section are now included.  Please contact us if you are interested.  
• Contact Tech Support for more information at: techsupport@edutrak.com.

• You can quickly find a specific order directly from your dashboard.  On the right side of the dashboard, you will see a section 'View Order Number'. Enter the order number and press 'Go'.  That will open the Order Manager to that order.
• When placing transactions from the admin side and issuing a 'special' discount, we recommend that you use a coupon during the transaction instead of a 'split' payment scenario.  It will improve accuracy on certain reports.