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Using the Payment Inquiry Hub: Looking Up Orders, Students, and Transactions in Edlio Pay (OSP)

Step-by-step guide to using the Edlio Pay (OSP) Inquiry hub to search transaction records, student payment histories, order numbers, and custom field responses.

Overview of the Payment Inquiry Hub

When parents call the main school office with questions about whether a payment went through, need a duplicate receipt, or request confirmation that a fee was credited to their student, bookkeepers and front-office staff use the Inquiry hub in Edlio Payments (OSP). The Inquiry module provides fast, dedicated search filters across all historical payment data.

Inquiry Hub Search Tools in Edlio Payments

💡 Best-Practice Adoption Tip: When assisting a parent on the phone, the fastest way to confirm a payment is searching by their child's Student ID Number in Payments by Students. This displays all lifetime and current-year transactions associated with that student across all school clubs, activities, and courses.

Inquiry Search Workflows Explained

The Inquiry menu features seven specialized search tools tailored for specific inquiries:

  • OSP Payment Inquiry: Search across all online store purchases by Order Number, Purchaser First/Last Name, Transaction Date, or Cardholder Email.

  • Payments by Students: Enter an enrolled Student ID to view an itemized chronological list of every fee, obligation, and item paid on behalf of that student.

  • Refund Inquiry & OSP Products Refund Inquiry: Look up the status of past credits, refunded amounts, void reasons, and Acquirer Reference Numbers (ARNs).

  • Custom Fields Inquiry: Search and export responses submitted through custom product questionnaire fields (such as t-shirt sizes, emergency phone numbers, or allergy notes).

  • Recurring Transactions: Review the billing status, next charge date, and payment history for multi-month payment plans.

  • Child Care Report Export: Generate dedicated end-of-year tax and child care fee statements for after-school care programs (Online School Care - OSC).

Resending Payment Receipts to Parents

To provide a parent with a copy of their official payment receipt:

  1. Navigate to Inquiry > OSP Payment Inquiry.

  2. Locate the transaction using the order number or parent email.

  3. Click on the Order Number to view the full electronic receipt.

  4. Click Email Receipt to resend the confirmation directly to the parent's email address, or click Print for a physical paper copy.

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