Reversing A Payment

Label	Description
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.

Instructions:

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

Step	Action
2.	Click the “Search” button.

Step	Action
3.	Enter the Student’s ID and Term into the appropriate fields. Click the “Search” button.

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

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

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

Step	Action
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.

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

Step	Action
9.	Click the “Account Details” link.

Step	Action
10.	Click the “Item Details” link for “Office Payment”.

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

Step	Action
12.	End of job aid.