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Taking a Payment in TES

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byJordan Bender
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(If your TES isn’t updated/downloaded properly, contact Supervisor, Emily, or McKay to help get it set up for you)

  1. Open Microsoft Remote Desktop 
  2. Select TSPlus
  3. Login with your ASD universal login and password
  4. Make sure you have selected the correct school year and click OK
  5. Select “Receipts” then “Fee Sheet” in the dropdown menu.
  6. Search the student’s ID number or last name (you will need to type in the ID number, no copy and paste, then hit “tab” for it to search.)
    1. IF THE STUDENT IS NOT ALREADY IN THE SYSTEM: 
      1. Select the download button (to the right of the Name box). 
      2. Select “Insert.” 
      3. Under the Name column, enter the student’s name in this format: lastname, firstname
        1. Ex: Smith, John
      4. Under the Code column, enter the student ID number
      5. Then choose “Select.”
  7. Once you have selected the student, then check “School Required Fee” on the right side.
  8. Select the fee(s) you will be charging by checking the P column. Double check it is correct!
    1. Make sure the price of the fee is corresponding with the price of the product the student is purchasing.
  9. Select “Card” and then “Credit Card” in the pop up window.
  10. On your card reader select “Enter Card” using the F1 button (it may take a few moments to show up.)
  11. Enter the information and select the green button after each section (card number, expiration date, CVC)
  12. On your computer screen it will say if the card was approved or declined.
  13. If approved, select the green square.
  14. This will take you to a receipt page. Download the pdf to send it if needed. (ex. For a school) 
  15. Close the fee sheet when done.
  16. Make sure to completely close out of TES when finished as it will create issues for the financial secretary if you don’t. 
  17. If you have any questions, feel free to contact the Financial Secretary for assistance

After taking a payment in TES, be sure to update in Buzz and update or create the subscription in the Shopping Cart so that they are connected. See the “Adding a Subscription Manually” article if the need applies.

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