Adam Hensleigh is currently our contact at Convenient Payments. (Convenient Payments LLC dba IntelliPay)

• P: (510) 771-2105
• O: (855) 872-6632, ext. 112
• F: (888) 387-6631

Feel free to visit the Intellipay website to learn more about their company and what they can do. You are welcome to forward the current pricing as listed below to any of our clients inquiring about a payment portal. You may also pass along Adam’s name and email address so they may reach out to him directly to move forward with creating a payment form/portal. Ask Michelle if you have additional questions.

Current Pricing

Current pricing for Convenient Payments (as of February 20, 2020) is as follows:

Fees (paid by the client):

• 3% V/MC/DI/AX Processing Fee*
• $24.95 Monthly Fee**

*Parent could potentially pay this fee
**This would take care of both the front-end gateway fees and the back-end processing monthly fees

We have two donation options:

• Option 1: Parent makes a donation and the school pays for the processing (both the 3% and $24.95)
• Option 2: Parent can choose to pay the 3% plus the donation or they can just make the donation and the school still pays for the processing ($24.95 still paid for by the school).

Desert Payments

• Contact Chris DuBois for details

The WebStore is an “add on” for our clients. We have partnered with RevTrak to provide this service and it is a contracted agreement between RevTrak and the Client. We then manage the WebStore for the client by adding products or services (or making changes) as needed. This WebStore will be set-up by the Project Manager if it is part of the initial site design, or by the Office Manager if added at a later date. 

Pricing

The webstore is free to set up, but there is a 3.99% convenience fee for each transaction. The school cannot pass on the percentage to the purchaser, but they can pass on a convenience fee that is flat or fixed regardless of the size of the order. As an example, if the shopping cart total is $10 or $100, and the school decided to have a convenience fee of $2.00, that is what would be charged. The school can adjust on a monthly basis if they would like, depending on how much revenue they are generating over time.

RevTrak now charges a monthly fee for non-government entities of $19.95 per month. They also charge $19.95 per month for public schools that aren’t bringing in around $12,000 a year through their webstore. If you have any questions, you can give RevTrak a call at 888.847.9885.

Webstore Login Instructions

If you aren’t sure how to adjust anything and Kimm isn’t around, please e-mail Revtrak and they will take care of it for you.

All customer login information for the WebStore is located below.

Fountain Hills
fountainhillsusd/nju7mki8
http://fountainhillsusd.revtrak.net 

Masada
masadaschool/wf6as2pd
http://masadaschool.revtrak.net 

Riverside
resd/sc3heygm
https://resd.revtrak.net 

Yuma El
yuma/nh45eyvc
http://yuma.revtrak.net 

Editing Webstore Products

Do you need to update, remove, or edit an item on a school’s shopping cart? This is the place to start! When adding or editing an item in the WebStore, only fill in the specified areas.  All other areas should be left blank, unless you have been given other instructions. It might be helpful to view other items that are already listed in the WebStore, as this will give you a general idea of what is needed.

Adding an Item

1. From the main menu, under the Inventory Control Center (ICC), click on New Item.
2. SKU: Enter an item number (any number and/or letter combination will work)
3. Account Code: Select the account code that had been previously created.
4. Deposit Account ID: Select the deposit account that was created by Revtrak at sign-up.  This is the account where the money will be deposited for each different item.  Many schools only have one account, but if there are a number to choose from, make sure the correct account is selected.  If you are unsure of which account to choose for the shopping cart item, contact the school. Do not guess.
5. Item Name: Enter the title for this item
6. Product Description: Here you will enter the full description of the product or service. This needs to be as detailed as possible, as this is what will show up on the WebStore describing the product to the customer.  If you know any HTML, this is a good place to use it, as this will help with the overall professional appearance of the WebStore.
7. Groups/Categories:  Select the group/category that the item will appear under, (either a main category or a subcategory.) You may select more than one group if the item is to be listed in multiple places.
8. Shipping Weight: If an actual item is being shipped, the weight of that item will be entered here.  If there is not anything actually being shipped, enter 0.
9. Handling: The handling charge will always be the percentage agreed upon by the school and Revtrak.  When entered here, it will be charged to the customer purchasing the item.  Sometimes, the school will choose to pay the fee, and in this case enter 0. (The fee will usually be 2.99% – 3.99%.) 
10. Handling as Percent: You must be sure to check the box here.  Otherwise, the handling fee will be charged as a flat dollar amount for each transaction, rather than by percentage.  This could cause a big mess!
11. Cost: Enter the cost of the product or service here.  If you wish to let the customer fill in the amount, leave this space blank. 
12. Show It: You must click this box in order for this item to show up on the WebStore.  Otherwise it will remain hidden.
13. Enter Price at Purchase: This is where you can allow the customer to fill in the amount they wish to pay, (for things such as Arizona Tax Credits.)  In the drop down box, select “Enter Price – Enter price at Purchase.”  If the price is a fixed amount that was filled in under “Cost,” leave this area blank.
14. Price label: what to call the price (Cost, Price, Amount) etc.
15. Price minimum and maximum: the min and max the customer is allowed to enter in the price area.  
16. Collect Name/Address at Purchase: Select this if you would like to collect this information at the time of purchase (this is highly recommended for all transactions)
17. Name/Address Prompt: What to label name/address area (i.e. Enter additional information below)
18. Collect Additional User Information at Purchase: Select this if you need additional information from the customer
19. Additional User Information Required: Select this if you require the additional information.  If it is optional, do not select
20. Additional Info Prompt: What to label the info area (i.e. Child’s name, grade, school, etc)
21. Additional Info Size: You must enter a number here, or else no information will be allowed to be entered.  The best idea is to enter 240, which is the max amount of characters allowed.  This way all information needed can be provided.
22. Click “Update this Item!” 

Editing Existing Items

1. Locate the Inventory Control Center (the third bold category.)
2. Select the item you wish to edit from the drop down menu.
3. Edit the information that needs to be revised.
4. Scroll down to the very bottom.
5. Click on the “Update this Item!” button.

Deleting Items

1. Locate the Inventory Control Center (the third bold category.)
2. Select the item you wish to remove from the drop down menu.
3. Click “Edit.”
4. Scroll Down to the very bottom, and on the left hand side there will be a link that says “Click here to DELETE this item from the website.”
5. Click on the word “DELETE.”
6. When asked “Are you SURE you want to completely delete this record,” Select “OK.”

Note: Sometimes it might be a good idea to just “hide” an item on the WebStore rather than delete it completely. Once you delete it, it is gone forever. You can Hide an item by unchecking the box labeled “Show It?” This will take the item off of the Customer side of the WebStore, but still have the information on the back end. 

Training is being developed for this. Contact Melanie with any questions.

Examples:

• Westmoreland Children’s Center
• Dana Water