Point of Sale Payments

  • Updated on Jul 11, 2025
  • Published on Dec 4, 2023
  • 1 minute(s) read
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The Tuition Express “Point of Sale” feature allows you to process individual credit card payments from anyone at any time, without requiring prior family setup.

Before You Begin

  • Card Reader: Make sure the Credit Card Reader (card swipe device) is connected to your computer. A green light indicates the card reader is ready.
  • Receipts: You’ll want to Turn Receipt Printing On to print a duplicate receipt with a merchant copy for you to keep (and the customer to sign) and a copy for the customer as well.

When to Use POS

The POS (Point of Sale) feature is helpful when:

  • You want to take a quick one-time payment
  • A payer isn’t set up in the system yet
  • You want to enter or swipe card details directly

Process a Point of Sale (POS) Payment

Begin at the main screen of Family Data & Accounting:

  1. Look Up the family and click the Ledger Card icon on the account toolbar.

  2. Open the POS payment screen by clicking the TE POS button.
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  3. Select Payment Method Type.
    Note: If you surcharge and credit is selected, the amount will be displayed alongside the payment processing fee.
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  4. Edit the payment amount (if needed). Click the pencil icon next to the amount to make changes.

Note: The system displays the account balance by default.

Important: Do this before swiping the card, because swiping will start the payment automatically.
After editing, click Update Payment to save.

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  1. Choose payment type:
    Swipe: Use a connected card reader to swipe the card. The payment will start processing automatically.
    Credit Card: Manually enter the card information and then click Pay Now to complete the payment.
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  2. A confirmation or decline message will appear. If approved, the payment will show on the family ledger.
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Note: The Payment Description for POS transactions will default to the value selected when you first Configured Tuition Express. You may make a one time change if needed.
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Declined Payments

If a payment is unsuccessful, a decline message will appear along with the reason for the decline.
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Fee Disclosure

If your center applies a surcharge, a disclosure message will appear during the payment process.
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