Processing a Student Payment for Multiple Charges


Concept


Steps:

  1. Begin by navigating to the Student Payments page.

     

    Click the Student Financials link.

    Step 1
  2. Click the Post Student Payments link.

    Step 2
  3. Click in the ID field.

    Step 3
  4. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "SFTRN095"
    .

    Step 4
  5. Click the Add button.

    Step 5
  6. Use the Student Payments page to enter details about a student's payment.

     

    You will identify which charges the payment should be credited toward and the type of payment being made.

    Step 6
  7. Click in the Target field.

    Step 7
  8. Enter the desired information into the Target field. Enter

     a valid value
     e.g.
     "HOUSING"
    .

    Step 8
  9. Use the Term field to allocate the payment to charges for a specific term.

     

    Selecting a term in this field overrides the normal payment allocation rules so that the entire payment posts against charges for the selected term first.

     

    Click in the Term field.

    Step 9
  10. Enter the desired information into the Term field. Enter

     a valid value
     e.g.
     "0590"
    .

    Step 10
  11. Click in the Amount field.

    Step 11
  12. You can enter a value in the Amount field or let the system populate this field with a default amount.

     

    The default amount is defined as part of the selected target key. When you add a new row or tab out of the field, the amount for the target charge for the selected term is entered.

     

    You can change the amount to match the amount the student indicates.

     

    Enter the desired information into the Amount field. Enter

     a valid value
     e.g.
     "2000.00"
    .

    Step 12
  13. Add a row so you can split the payment between more than one charge.

     

    Click the Add Row button.

    Step 13
  14. Enter the desired information into the Target field. Enter

     a valid value
     e.g.
     "PARKING"
    .

    Step 14
  15. Click in the Term field.

    Step 15
  16. Enter the desired information into the Term field. Enter

     a valid value
     e.g.
     "0590"
    .

    Step 16
  17. Click in the Amount field.

    Step 17
  18. Enter the desired information into the Amount field. Enter

     a valid value
     e.g.
     "75.00"
    .

    Step 18
  19. The Tender field identifies the method of payment the student is using.

     

    Click in the Tender field.

    Step 19
  20. If you select either a check or credit card as tender, the system prompts you to enter further payment information.

     

    Enter the desired information into the Tender field. Enter

     a valid value
     e.g.
     "CHECK"
    .

    Step 20
  21. When you click in this field after entering a tender of credit card or check, the system takes you to the Check Information page or the Credit Card Information page.

     

    Click in the Amount field.

    Step 21
  22. Use the Check Information page to enter check information for cashiering transactions.

     

    Some of these details appear on the receipt for tracking and auditing purposes.

    Step 22
  23. Enter the desired information into the Check Nbr field. Enter

     a valid value
     e.g.
     "3007"
    .

    Step 23
  24. Click in the Account Number field.

    Step 24
  25. Enter the desired information into the Account Number field. Enter

     a valid value
     e.g.
     "56567878"
    .

    Step 25
  26. Click in the Bank Account Type field.

    Step 26
  27. Enter the code for the type of banking account, either savings or checking.

     

    Enter the desired information into the Bank Account Type field. Enter

     a valid value
     e.g.
     "C"
    .

    Step 27
  28. Click in the Bank Account Holder Name field.

    Step 28
  29. Enter the desired information into the Bank Account Holder Name field. Enter

     a valid value
     e.g.
     "Terry Lang"
    .

    Step 29
  30. Your institution may require you to complete additional fields on this page.

     

    Click the OK button.

    Step 30
  31. Click the Create Receipt button to create a receipt for the student.

     

    If your cashiering office is set up for no posting delay, the system posts the payment when you click this button.

     

    Click the Create Receipt button.

    Step 31
  32. The Create Receipt button becomes the Print Receipt button.

     

    Click the Print Receipt button to print a receipt for the student. Where the receipt is printed depends on how your system is set up.

    Step 32
  33. If you want to start another student payment transaction, click the New Transaction button to return to the Student Payments search page.

    Step 33

You have successfully entered a student payment for multiple target fees.

Table of Contents  Start Topic