Our account management team hosted an Ask an MSB Expert session to help prepare districts as the start of the school year kicks off. Keep reading to learn more about helpful tools to use and brand-new features that will support you this school year.

Knowledge Base (4:16)

If you're looking for help on a certain topic, the Knowledge Base is a great place to start. Within this feature, there are a number of resources you can access by searching for a topic you need assistance with. You can also submit a case, or review any open cases for your district from the same page by going to the “more” tab and selecting “submit case”. 

Chargebacks (7:20)

The chargeback feature is an important tool within MySchoolBucks. By creating a case through Support Central and sharing your main point of contact's information, we help with the rest by submitting documents on behalf of your district to contest the chargeback. 

New in MySchoolBucks (11:06)

Troy Jones, Sr Product Manager, joined to highlight a few new features, as well as old ones, that will support you during the back-to-school season. When adding a product, visit the advanced tab to utilize the invoice restriction tool. With this, a school can set a restriction on the invoice(s) due and limit a student from making a purchase of another product if they have an outstanding invoice balance.

He also showcased a new feature that will make invoicing even easier by creating a template. Now, you only have to create an invoice once and utilize the template function to make it a much faster experience in the future. 

Onboarding Guide (50:38)

If you need help navigating the MySchoolBucks admin dashboard check out the onboarding guides. With this, you can search a topic like “create a store” and receive a step-by-step guide to follow along as MySchoolBucks shows you exactly where to go, and what to do. 

To learn more about helpful back-to-school tips make sure to watch the webinar below and
contact us today to help you prepare for the year ahead.