Business Process

Accounts Receivable 

Module

Student Financials 

Prerequisites

Student must have a transaction that can be reversed.

Description

This Job Aid illustrates how to reverse payment.

1.

Click on [] then [] and navigate to Student Financials -> Charges and Payments -> Reversals → Reverse Payment 

2.

Click the “Search” button.

3.

Enter the Student’s ID and Term into the appropriate fields.

Click the “Search” button.

4.

Find the payment to be reversed.  Click on the “Payment Detail” link first to review the details of the payment.

5.

Once the details have been verified, click the “Return” link.

6.

Click the “Reverse” button on the transaction to be reversed.

7.

Enter the “Item Effective Date” and “Description”.  Select the “Reason”.

Click the “OK” button to return to the prior page.  The “Reverse” button is now greyed out.

8.

Click the “Student Accounts” link [] at the left bottom corner of the page to view the reversal on the student’s account.

9.

Click the “Account Details” link.

10.

Click the “Item Details” link for “Office Payment”.

11.

In the “Details” section, confirm that there is an “R” next to the amount.

12.

End of job aid.