Online Mobile Swipe (OMS) is a school-facing mobile app that works with Online School Payments (OSP) to process payments on-the-go using smartphones and tablets.
Prerequisites
Before using OMS, bookkeepers must be familiar with Online School Payments (OSP). You should know how to:
Create products
Generate sales reports
Process refunds
Handle School Activity Fund (SAF) deposits
For more information about OMS, visit osmsinc.com/oms.
Getting Started
Required Supplies
Mobile Device: Smartphone or tablet
Internet Connection: Stable Wi-Fi, cellular data, or hotspot
Card Reader (optional): Rambler device for swiping credit cards
Download and Install
Android Devices
Direct Download: osmsinc.com/omsapp/download.apk
Google Play Store: play.google.com/store/apps/details?id=com.oms.otr&hl=en
Search Term: "Online Mobile Swipe"
iOS Devices (iPhone/iPad)
Search Term: "OMS Payment App"
Login Process
Open the OMS app
Select your School District
Enter your Username and Password
Select your school
View your current product list (if empty, create/edit products first)
Access your Management Portal at osmsinc.com/login.
User Account Types
Bookkeepers
Use the same credentials as your OSMS Management Portal
Important: Never share your bookkeeper account credentials
Teachers and Volunteers
OSMS creates one default Generic User Account per school
Bookkeepers receive email confirmations with user credentials
Request additional accounts by emailing support@osmsinc.com
Product Setup
Required Fields for OMS Products
All products must include these settings in the OSMS Management Portal → Transactions → OSP Products:
Active Dates: Set start and end dates
No Student ID Required: Enable in Additional Options
OMS Sales Allowed: Enable in Additional Options to make visible in app
Optional Recommended Fields
OTR Use Only: Hide product from OSP School Store
Product Image: Add JPEG images only
Processing Transactions
How to Create a Receipt
Login to the app and select your school
Select products for purchase
Go to Shopping Cart → Checkout
Capture payment details
Select Make Payment
Add Purchase Note (if needed)
Capture customer signature
Submit transaction
On Receipt Confirmation page, choose to:
Text receipt to customer
Email receipt to customer
Return to product list for new transaction
Payment Method Information Captured
Cash Payments
Payor name
Amount
Check Payments
Payor name
Check number
Check amount
Credit Card Payments (Swiped or Keyed)
Card number
Expiration date
Cardholder name
CVV code
Deposits and Banking
Credit Card Deposits
Automatically batched with normal OSP ACH deposits
Cash and Check Deposits
Must be batched manually via OSMS Management Portal → Transactions → Teacher Deposit page
Complete before bank run
Receipt in your SAF system as needed
Hardware Setup
Card Reader (Rambler) Requirements
Best Compatibility: Apple/iOS devices
Android: Not guaranteed to work
Connection: Plug into headphone jack
Card Swiping Instructions
Orient Visa or MasterCard magnetic strip toward back and down
Chip insertion not required
Devices Without Headphone Jacks
Key in card numbers manually (no swiping), OR
Use Lightning to 3.5mm headphone jack adapter
Purchase official Apple adapter: apple.com/shop/product/MMX62AM/A/lightning-to-35-mm-headphone-jack-adapter
Note: OSMS is researching EMV/Chip Readers as replacement (timeline TBA).
Testing the System
Important Testing Notes
The OMS app is fully live and will charge real credit cards
For testing credit card functionality, purchase only $0.01 plus handling fees
Must void test transactions before midnight EDT to avoid actual charges
How to Test
Make a $0.01 test purchase
Before midnight EDT: OMS App → Settings → Void Transactions
Select and void your test receipt
Managing Transactions
Refunds
Process via Management Portal → Transactions → Refunds
Refund to original credit card (full, partial, or $0.00 for check refund)
Add notes via refund reasons and comments
Timing: Can only refund starting the day after transaction (after 12:00 AM EDT)
Processing Time: Banks may take 24-48 hours
Voiding Receipts
In app: Main Settings icon (≡) → Void Transaction
Select Receipt(s) → Void → Yes → Done
Timing: Can only void same day as transaction (before 12:00 AM EDT)
Voiding Deposits (Cash and Check Only)
Management Portal → Transactions → OTR Teacher Receipting Deposit
Receipt Number → List of Deposits → Select Deposit → Void
Select option if required → Click OK
Important Voiding Rules
Transactions can only be voided if not already batched
Deposited receipts cannot be voided until deposit is voided first
If SAF system receipt exists, void SAF receipt before voiding in OSMS
Reporting
Quick Reports
Use Reports → Sponsor/Teacher Activities OR Activity Date Range for up-to-the-minute simple reports.
Detailed Reports
Use Reports → Additional Reports (updated every 24 hours at 3am and 3pm EDT):
Available Report Types
Transaction Reports: Sales reports (recommend "Transactions with Payment Details" for OMS)
Inventory and Ticket Reports: Sales with quantity and/or barcodes
Export Friendly Reports: Raw data for Excel and other systems
Data Warehouse (DW) Reports: Pre-loaded data, typically faster
Statement and Deposits: Deposit details
Reversing Transaction Reports: View refunds and certain voids
User and Usage Reports: Access summary and activity overview
Training and Support
Training Resources
OMS Training Registration: tinyurl.com/osmstrainingcatalog
Full Instructions and Guides: tinyurl.com/omsdocs