Payment Partnerships TM Coordinator Tour

1. Payment PartnershipsTM Coordinator Tour Rev: 16Mar12

2. How it Works School Payment PartnershipsTM Innovative High School • Schools and affiliated organizations post payment items under their school’s heading. • Parents relate their students to schools, and can pay for selected items offered under the school’s listings. • All transactions are tracked online, enabling immediate reporting for both administrators and parents. • Funds are collected by Pay4SchoolStuffOnline and distributed to the organization responsible for listing the item. Student: “Cathy” Innovative High

3. Site Navigation Getting around the site is easy! • Simple drop-down menus provide access to Account Services, Reporting, and other administrative functions. • Access to your administrative account is one click away! • To create a new administrative account, click here.

4. Account Setup • Creating an administrator account is easy! • Enter your name, phone, fax and email address • Use a generic e-mail address (i.e. payments@xyzschool.org) for your organization that is different than one you may use for your personal payment account. Reports and other communications will come to this address. • Select your school by choosing the state and county names from the dropdowns. The address of the selected school will auto-populate. • Call us at 877-397-2937 if you do not see your school listed. • Indicate if you will require entry of Student ID when parent creates a student account.

5. Account Setup Select your Affiliation and Position • We’ve enabled various levels of access to the system, depending on your position, and if you are a member of the SCHOOL Staff (e.g. Principal, Business Mgr (PPC), Athletic Director), or a related or School Affiliated ORGANIZATION (e.g. PTA/PTO, booster clubs). Select your position from the appropriate drop-down. • Enter your banking information. This is required for direct deposit. • Check the box to enter up to 5 additional email addresses to receive bi-weekly accounting reports. • Click “Submit” and proceed to the agreement review.

6. Account Setup Review the Agreement • The agreement outlines the terms of the relationship and fee structure. • Currently, there is no initiation fee, no minimums, and the agreement can be terminated anytime. Processing fees are 3.75% + $0.16/item. • After reviewing the agreement, agree or disagree with the terms by selecting the appropriate check-box on the bottom of the page. • Print a copy for your records. • If you agree and click “Submit” your account setup is complete, and you will receive your proprietary Password and welcome package within 48 hours. Call us AT 877-397-2937 if you need it sooner.

7. The main administrative landing page provides PPCs, PTSAs, Boosters, Club sponsors, and other affiliated organizations with the ability to enter and activate selected items, generate reports, and edit their account information. To enter or activate specific items you’d like to offer, click “Select/Enter Payment Items For Your Partnership”. Selecting Items

8. This list shows the types of items that administrators can make available for online purchase. PTSAs, Boosters, Club sponsors, and other affiliated organizations have limited access. You can create your own item headings by clicking on the “New Item Name” icon on the bottom of the screen. You can click on “[+] PREVIEW Items You Have Entered” to see a summary of what’s already been entered under each category. Summary information includes a quick view of the active date ranges, item name, and retail cost. Selecting Items

9. Selecting Items • To select an item for activation or editing, simply select “ENTER/EDIT” and the Item Entry Template(s) for any item(s) entered under this heading will appear. • If this is a new item, a blank template will appear. • If you are selecting an existing item, stored information about the item is presented. • Important Note: • In order for any changes or additions to the Item Template to be retained, you must click “Save Change”.

10. Item Entry Review The Universal Item Entry Template provides flexibility for specifying and obtaining information for items you are posting. Item Information: Enter the item name and descriptive information Price Controls: Determine the retail and net cost for the item Date Controls: Specify when an item is available Information Required From Parent Indicate if you’d like to offer the item with or for specific sizes, colors, genders or grade levels, and get feedback from the parent about the item or event. • If you enter “Cost”, “Retail Cost” and “Your Net” will be calculated. The slider dictates how much of the margin and processing fee are paid by the parent. • If you enter “Retail Cost”, it is assumed that the margin and processing fee are paid by the PPC. • If applicable, indicate if you’d like to offer the item with or for specific sizes, colors, genders or grade levels. You can also indicate that you would like the parent to provide feedback associated with the item or event. • These choices become available to the parent, and must be specified by them when selecting an item. • Administrators can disable their margin for a particular item by unchecking the “Margin” box. Entering Items

11. Entering Items • Item Information Controls • Specify Item Display Order (optional, will be alphabetical by default). • An Item Name is required. • Set Inventory Control (optional); click “Reset Inventory” link to reset. • By clicking the “Custom Description” checkbox, you can enter a description of the item that will be visible to the parents. Use the custom description to explain whatever information you may require parents to provide. • For accounting purposes, you may want to enter an alphanumeric Item Number (optional). • Upload an image, document or form that you’d like the parent to see, download, or fill out and return. • Always “Save Change” to save information for this item. • To add a “New Item,” click here or at the bottom of the screen. • To Delete an Item, click here.

12. Entering Items • Price Controls • The “Parent Pays” Slider, Margin check-box, and Cost interact to calculate the final Retail Cost paid by the parent, andthe Net due to you for the item. • The Slider controls how much of the processing fee is paid by the parent. • If “Cost” is entered, and the Slider is equal to 0%, no portion of the processing fees are paid by the parent, and these are deducted from the Net. • If “Cost” is entered, and the Slider is greater than 0%, the specified percentage of the processing fees are paid by the parent, and these are added to the Net.

13. Entering Items • Price Controls • Your optional 0.75% Margin is available when Cost is specified and the Slider is greater than 0%. • If unchecked, the Retail Cost and your Net decrease accordingly. • “Retail Cost” can be specified if you want to dictate the final cost to the parent. • The Slider is disabled if Retail Cost is specified. • Information-only items that do not require payment can be created – to solicit volunteers, for membership and permission forms, or for surveys. To enter an Information-Only, No-Cost Item, leave the Retail Cost and Cost prices at “$0.00”.

14. Entering Items Date Controls • You control when an item is available for sale. Items can be turned “Off”, remain “Always On,” or you can specify the “Active From” and “Active To” dates by clicking “Set Dates”. Dates begin at 12:00:01AM, and end at 11:59:59PM. • For items or events that occur on specific dates, you can specify the “Event Date” by clicking on the calendar control. This date will appear when a parent views this item. • An item will not be visible to the parents if the date control is set to “Off”, or if it is outside of the “Active From” and “Active To” date ranges.

15. Entering Items • Information Required From Parent Controls • COLOR • For items that require a Color to be specified, check Color and select the available colors for the item. • Colors selected will be will appear in a drop-down list for the parent to select from. • If specified, the parent will be required to select a Color from the list prior to checking out.

16. Entering Items • Information Required From Parent Controls • SIZE • For items that require a Size to be specified, check Size and select the available sizes for the item. • Sizes selected will be will appear in a drop-down list for the parent to select from. • If specified, the parent will be required to select a Size from the list prior to checking out.

17. Entering Items • Information Required From Parent Controls • GENDER • For items that require a Gender to be specified, check Gender and select the available genders for the item. • Genders selected will be will appear in a drop-down list for the parent to select from. • If specified, the parent will be required to select a Gender from the list prior to checking out.

18. Entering Items • Information Required From Parent Controls • SEASON • For items that require a Season to be specified, check Season and select the available seasons for the item. • Seasons selected will be will appear in a drop-down list for the parent to select from. • If specified, the parent will be required to select a Season from the list prior to checking out.

19. Entering Items • Information Required From Parent Controls • SPORTS • For items that require one or more Sports to be specified, check Sport, click (show) and select the available sports for the item. • Sports selected will be will appear in a drop-down list for the parent to select from. • If specified, the parent will be required to select one or many Sports from the list prior to checking out. • Click (hide) to hide the list, and uncheck to deactivate.

20. Entering Items • Information Required From Parent Controls • CHOICES • For items that require a Choice to be specified, check Choices, thenclick (show) and enter up to 6 available choices. • The Choices entered will be will appear in a drop-down list for the parent to select from. They must be checked in order to appear. • If specified, the parent will be required to select a Choice from the list prior to checking out. • Click (hide) to hide the list, and uncheck to deactivate.

21. Entering Items • Information Required From Parent Controls • PERIOD • For items that require a Period to be specified, check Period and select the available periods for the item. • The Periods selected will be will appear in a drop-down list for the parent to select from. • If specified, the parent will be required to select a Period from the list prior to checking out.

22. Entering Items • Information Required From Parent Controls • NAMES • For items that may require the entry of (Family) Names or other lists, check Names. • If specified, the parent will be able to enter up to 6 lines of text that will be associated with their purchase. • This was developed for Family Passes or tickets where a single price is paid, covering a number of specified family members. • Text entry is not required for this option.

23. Entering Items • Information Required From Parent Controls • FORM BUILDER • For items that require formatted feedback from the parent , check Form, followed by (show) to bring up the form builder. Click (hide) to hide form. • Click “Add” to enter a new form item. • Indicate item order (Pos), leave check to Include, enter Item Name, Field Type, and check or uncheck if the item is/is not Required. • Click “Save” to save a new or edited form item.

24. Entering Items • Information Required From Parent Controls • FORM BUILDER • Under Field Type, specify the type of information you will accept. • Click “Save” to save a new or edited form item, or “Edit” to edit an existing form item.

25. Entering Items • Information Required From Parent Controls • FORM BUILDER • For Form items that require a Choice to be specified, select Choices. • Enter up to 6 Choices you want to offer. Entered Choices must be checked in order for them to appear on the form in the parents view. • To change an existing form question, click on “Edit”, or “Delete” to delete.

26. Entering Items • Information Required From Parent Controls • FORM BUILDER • Remember to select “Save” on the right to save a new, or edited form item. • Click “Add” to add a new form item. • Click “Save Form” at the bottom or the screen to save your form.

27. Entering Items • Information Required From Parent Controls • TEXT ENTRY • For items that require feedback from the parent, check Text Entry. • If selected, the parent will be required to enter text (255 char. max.) that will be associated with the item. • Text Entry (by the parent) is required if Text Entry is specified.

28. Entering Items • Information Required From Parent Controls • DONEE • For items that require entry of a DoneeName from the parent, check Donee. • If specified, the parent will be able to enter a Name that will be associated with the item. • Text Entry (by the parent) is required if Donee is specified.

29. Entering Items • Information Required From Parent Controls • AMOUNT • For items that you want to offer the flexibility of a Parent-Specified Amount, check Amount. • If specified, the parent will be able to enter an Amount of their choosing that will be associated with the item. • This was developed to support donations and to enable Parent- Specified Donation Amounts. • Any prices entered in the Price Controls are ignored if Amount is checked.

30. Reporting • From the main administrative landing page administrators can generate reports using date ranges and other criteria. • For report generation, click the “Generate Reports From Your Partnership” link, or click on “Reports” from the Payment Partnerships Coordinator drop-down.

31. Reporting • Keeping track of your accounting is easy with Pay4SchoolStuffOnline Using the simple report generator, you can generate custom reports for … • all items purchased, by date range • all items purchased, by date range, by • Parent • Student or Student ID (new) • Grade • Activity or Item • School or Administrative Position • Item Number • Parent contact reports are also available • To generate a report, click here …

32. Reporting • All reports include: • Position responsible for item • Item Name and Number • Payment Date • Grade • Student Name • Student ID (new) • Quantity • Costs and Net • Parent Contact Info • All of these columns can be sorted (by clicking on the header), so finding the information you need is easy. • A helpful “Info Show” feature lets you see additional information about each transaction. • You can Printthe report, or save it to Excel. JB@anyplace.com 877-397-5291

33. Reporting • A new EMAIL feature lets you send emails directly to selected parents from within the onscreen report grid. • Once a report is generated select individual records or transactions by clicking the box on the far left for that record. • Check the box in the upper left corner of the report grid to select all records. • Click the “Email” link in the upper left corner of the report grid to place the selected parents email addresses in the “To:” field of your default email program.

34. Payments To Your Organization • Transaction payments are accumulated during a two week Pay Period. • Payments are remitted via direct deposit, one week in arrears. • A Pay Period schedule is available online. • Payments are held for transactions totaling less than $100 within a Pay Period. • These are added to your present balance and deposited when more than $100 has accumulated. • You will receive bi-weekly emails detailing the deposit, including an Excel spreadsheet of all transactions. • Note that all parent and student contact information is included within each transaction record.

35. Account Services • From the main administrative landing page administrators can edit their account information. • You can specify an alternative contact name or mailing address for your school, and enter additional email addresses to receive bi-weekly accounting reports under “Edit Your Payment Partnership Account Information”

36. Administrators can: Quickly verify or change their contact information. Add additional email addresses to receive bi-weekly accounting reports. For security purposes, once your account is setup, changes to banking information can only be made via written communication. Account Services Edit Account

37. Other Things To Note … • Pay4SchoolStuffOnline does not list, track, deliver, or provide refunds for items listed and sold on the site. Questions regarding specific items, order status, or refunds should be directed to the School, PTA/PTO/PTSA, Booster Club, or other school-affiliated organization that listed the item(s). • An email receipt for each transaction is sent to the parent email address used at login. Purchases can also be verified using online reports. • The price paid for each item includes all processing fees. • Credit and debit card information is not stored on the site, and must be entered at checkout. All transactions are transmitted securely using 256-bit encryption. • Visa, MasterCard and Discover credit and debit cards are accepted.

38. We hope you enjoyed your Payment PartnershipsTM Coordinator Tour Rev: 16Mar12

39. Contact Us … Please let us know if you have any questions, comments or suggestions. Technical Support: 877-397-2937, option 2 Support@Pay4SchoolStuffOnline.com If you’re not using Pay4SchoolStuffOnline yet, contact us or your school representative today! • By email: info@Pay4SchoolStuffOnline.com • info@PaymentPartnersInc.com • By phone: 1-877-397-2937 (877-EZPAYER) • By fax: 301-229-4479 • By mail: Payment Partners, Inc. 1069 W. Broad St. #756 Falls Church, VA 22046