Billing Specific Charges for Individual Students


Concept


Steps:

  1. Begin by navigating to the Identify Student Charges page.

     

    Click the Student Financials link.

    Step 1
  2. Click the Bill Customers link.

    Step 2
  3. Click the Identify Student Charges link.

    Step 3
  4. Click the Search button.

    Step 4
  5. Use the Identify Student Charges page to create individual bills for students.

    Step 5
  6. You want to create a bill for Terry Steward, whose student ID is SFTRN035.

     

    Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "SFTRN035"
    .

    Step 6
  7. Click in the Address Type field.

    Step 7
  8. After you enter a student ID and click in another field, the system populates the Account Info group box with a list of line items in the student's account.

    Step 8
  9. You want to send the bill to Terry's home address on file in the system.

     

    Enter the desired information into the Address Type field. Enter

     a valid value
     e.g.
     "HOME"
    .

    Step 9
  10. Click in the Billing ID field.

    Step 10
  11. Enter the ID of the billing standard request that you want to use to generate Terry's bill.  In this case, you want to create a bill for his entire account balance.

     

    Enter the desired information into the Billing ID field. Enter

     a valid value
     e.g.
     "SFBI_AB_CR"
    .

    Step 11
  12. Make Terry's bill due in 14 days.

     

    Click in the Due Days field.

    Step 12
  13. Enter the desired information into the Due Days field. Enter

     a valid value
     e.g.
     "14"
    .

    Step 13
  14. Click the Get Prior Billing link to access the Prior Billing page, where you can view information regarding past bills for this student.

    Step 14
  15. Select the check box next to each line item that you want to include in the student's bill.

     

    Click the Line # option.

    Step 15
  16. When you select a billing line, the system updates the Total Billed amount and displays the current date as the Billing Date.

    Step 16
  17. Click the Save button.

    Step 17

You have successfully created a bill for specific charges for an individual student.

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