Posting A Student's Payment
Posting a Student's Payment
Label | Description |
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Business Process | Cashiering |
Module | Student Financials |
Prerequisites | Tuition Calculation must have already been performed on student’s account. |
Description | This Job Aid illustrates how to post a student’s payment. |
Instructions:
Step | Action |
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1. | Click on [ Student Financials -> Cashiering -> Post Student Payments... ] then [ ] and navigate to |
Step | Action |
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2. | Click the “ID” field and enter the student’s ID#. (Do NOT click the magnifying glass [] next to the ID field. If you do, it will pull up every student in the system) |
Step | Action |
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3. | Enter the Cashier’s Office. (Option 1): Click on the magnifying glass [] next to the “Cashier’s Office” field to display a list of Cashier’s Offices. Click on the appropriate Cashier’s Office. |
Step | Action |
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4. | Click the Add Button [] |
Step | Action |
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5. | 1) Verify the student’s ID & Name to be sure you have the correct student. |
Step | Action |
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6. | In the “Target” field, enter the office where the payment should be applied. (Option 1): Click the magnifying glass [] next to the “Target” field to display a list of Target Keys. Click on the appropriate Target Key. |
Step | Action |
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7. | Enter the appropriate term in the “Term” field to ensure the payment is applied to the correct semester. (Option 1) Click on the magnifying glass [] next to the Term field to display a list of terms. Click on the appropriate Term. |
Step | Action |
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8 | In the “Target Detail” section, click in the “Amount” field and enter the charge amount (e.g. “183.00”). |
Step | Action |
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9. | Enter the appropriate tender in the “Tender” field. This field identifies the method of payment the student is using (e.g. cash, check, Visa, Mastercard, etc.).
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Step | Action |
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10. | In the “Tender Detail” section, click in the “Amount” field. Enter the payment amount for the charge. Or let the system populate this field with a default value based on the amount entered in the “Target Detail” section. The Tender Amount defaults to the Target Amount. |
Step | Action |
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11. | If the student is paying in full, skip to step 15 If the student is not paying in full, continue to Step 12. |
12. | It may be necessary to allocate a student’s payment to a specific charge (e.g. a monetary service indicator (HOLD), a parking permit, etc.) Click the “Select Charges to Pay” link []. |
Result 12 |
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The “Select Charges To Pay” screen will be displayed |
Step | Action |
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13. | Click in the appropriate “Pay Amount” field [] and enter the amount (e.g. 25.00). |
14. | Click the “OK” button []. |
Result of Step 14 |
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You will be navigated back to the Student Payment page. The “Target” and “Amount” will update with the selected charge amount (e.g. "25.00"). |
Step | Action |
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15. | Click the “Create Receipt” button [] to create a receipt for the student’s transaction. (The system posts the payment when you click this button.) |
16. | If the transaction is successful, the “Create Receipt” button will change to Print Receipt. Click the “Print Receipt” button [] to print the student’s receipt. |
Step | Action |
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7. | To complete the payment transaction follow steps 7 – 16. |
8. | End of job aid. |