Overview
Online School Payments (OSP) is the primary software and online store system for processing K-12 school receipts, including school activity funds. This system enables parents to purchase items online while providing schools with comprehensive management tools.
Important Note: Before using OSP, bookkeepers must understand their school district's procedures for School Activity Fund (SAF) deposits.
System Components
OSP Store
Purpose: Online storefront where parents purchase items
Access: Parents can find the store at osmsinc.com/login
Resources: Parent tutorial video available at tinyurl.com/OSPPurchase
OSMS Management Portal
Purpose: Administrative interface where school staff perform all management tasks
Access: osmsinc.com/login or through your specific site
Users: School administrators, bookkeepers, and authorized staff
Mobile Applications
OSP App: Optional mobile app for parent purchases
Learn more: osmsinc.com/osp
OMS App: Optional mobile app for on-campus sales
Learn more: osmsinc.com/oms
Getting Started Workflow
Step 1: Create Products
Set up items for sale using the product creation system in the Management Portal.
Step 2: Inform Parents
Direct parents to osmsinc.com/login to access the store
Share the parent tutorial video: tinyurl.com/OSPPurchase
Step 3: Monitor Sales
Run sales reports as needed to track activity.
Step 4: Process Deposits
Run deposit statements after ACH transactions.
Step 5: Record Transactions
Receipt deposits in your School Activity Fund (SAF) system as required.
Login Instructions
For Management Portal Access:
Navigate to your school's site or go to osmsinc.com/login
Enter your username and password
If forgotten: Go to Management Portal → Home → Forgot Username and/or Password
Alternative: Check your email for login credentials
Select your school from the available options
Product Setup
Navigation Path
Transactions → OSP Products → Edit/Add New → Required Fields tab
Required Fields
Name: Product name/title
Short Description: Additional product information
Sponsor/Teacher Info: Email address, first name, and last name
Dates Available for Sale: When the product can be purchased
Price Type Info: Choose Fixed or Variable pricing with amount
Fund Account Info: Account number and description
Grade Level: Specify grade number, N/A, or All grades
Fund Accounts
Can be pre-loaded in the system
Can be created during product setup
To verify details: Setup → Fund Account Setup
Optional Features
Additional Options
No Student ID Required: Skip student data collection during checkout
Taxable: Enable for states with sales tax (e.g., Maryland)
Limited Quantity Item: Prevent overselling and show out-of-stock status
Update quantities via: Transactions → Inventory Quantity Adjustments
Product Images
Format: JPEG files only
Location: Product Image → Choose File
Display: Appears in both store and mobile app
Financial Management
Deposits
Method: Automatic ACH (Automated Clearing House) processing
Schedule: Typically 1st and 16th of each month
Exceptions: Federal holidays and weekends may delay deposits
Consolidated Transactions: OTR and OMS credit card transactions are combined into single deposits
SAF Recording: Must be receipted in your SAF system (EPES, SFO, etc.)
Transaction Reversals
Refunds
Access: Management Portal → Transactions → Refunds
Options: Full refund, partial refund, or $0.00 (indicates check refund)
Line Item Control: Can refund individual items within an order
Documentation: Add refund reasons and comments for record-keeping
Processing Time: Banks typically process refunds within 24-48 hours
Timing Restriction: Refunds can only be issued starting the day after the original transaction (after 12:00 AM EDT)
Voids
Availability: Not currently available for credit card transactions
Alternative: Use refund process instead
Reporting System
Quick Reports (Real-time):
Access: Reports → Sponsor/Teacher Activities OR Activity Date Range Use Case: Up-to-the-minute simple reporting
Detailed Reports (Updated every 12 hours at 3 AM and 3 PM EDT):
Access: Reports → Additional Reports
Available Report Categories:
Transaction Reports:
Sales by date range
Sales by fund account
Sales by product
Sales by student
Inventory and Ticket Reports:
Sales with quantity tracking
Barcode-related sales data
Export Friendly Reports:
Raw data for use in external systems (Excel, etc.)
Data Warehouse (DW) Reports:
Pre-loaded data reports
Faster processing than non-DW equivalents
Obligation Reports:
Outstanding versus paid invoices
Printable copies for parents
Statement and Deposits:
Detailed deposit information
OSP Transactions Pending Next Statement
OTR options included
Reversing Transaction Reports:
Refunded orders tracking
OTR options including void deposits
User and Usage Reports:
School access permissions
Activity summaries
Training and Support
Documentation
Full Instructions: tinyurl.com/ospdocuments
Includes: Training PowerPoint presentations and comprehensive guides
Key Websites and Resources
Main Login: osmsinc.com/login
OSP Information: osmsinc.com/osp
OMS Information: osmsinc.com/oms
Parent Purchase Guide: tinyurl.com/OSPPurchase
Training Catalog: tinyurl.com/osmstrainingcatalog
Documentation: tinyurl.com/ospdocuments
Important Notes
OSP serves as the main software for K-12 receipt processing
All school activity fund procedures must be followed according to district policies
Deposits are processed automatically via ACH
Mobile apps are optional but enhance user experience
Regular training is recommended for optimal system usage
Support team should be contacted for technical assistance