Payment Plans - Cashier receives payment from student

Summary

Label	Description
Prerequisites	Student must be enrolled in a Payment Plan and have a balance due. [NOTE: Minimum amount balance due is REQUIRED to enroll in a Payment Plan. The current minimum amount is $250.00. However, this amount is subject to change.]
Description	This Job Aid illustrates how the Accounting Cashier enters a payment for a student’s Payment Plan (Cashier’s POV).

Instructions:

Step	Instructions
1	Navigate to Campus Solutions > Student Financials > View Customer Accounts
2	Enter the Student’s ID# into the “ID” field. Click “Search”.
3	Confirm student is enrolled in a Payment Plan and has a balance due. Look for “PLN” in the Account Type column.
4	Login to TouchNet to see the details of the student’s Payment Plan
5	Click Applications
6	Click “Bill+Payment”
7	On the left side of the screen, enter the Student’s ID into the “Student ID” field, then click “View”
8	Click the “View” link in the “Action” column to see a breakdown of the student’s due payments.
9	To enter a student’s payment, go back to Campus Solutions in PeopleSoft and navigate to Campus Solutions > Student Financials > Cashiering > Post Student Payments
10	Enter the appropriate “Cashier’s Office” and “Student’s ID#”, and then click “Add”.
11	In the “Target Detail” section, enter the appropriate information in the “Target”, “Amount”, and “Term” fields. In the “Tender Detail” section, enter the appropriate information in the *“Tender” and “Amount” fields. Click “Create Receipt**”.
12	Return to TouchNet to confirm the payment has gone through and to recalculate the student’s Payment Plan. In the “Active Payment Plans” section, click the “View” link.
13	Click “Recalculate” to recalculate the Payment Plan.