Posting A Student's Payment
Posting a Student's Payment
Label | Description |
|---|---|
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 |
|---|---|
1. | Click on [] then [] and navigate to Student Financials -> Cashiering -> Post Student Payments... |
Step | Action |
|---|---|
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 |
|---|---|
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.
(Option 2) If you already know the Cashier’s Office code (e.g. “MESA1”), you can enter it directly into the “Cashier’s Office” field rather than using the search function. |
Step | Action |
|---|---|
4. | Click the Add Button [] |
Step | Action |
|---|---|
5. | 1) Verify the student’s ID & Name to be sure you have the correct student.
2) Verify the Balance due. |
Step | Action |
|---|---|
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.
(Option 2) If you already know the Target Key (e.g. “MESA”), you can enter it into the Target field rather than using the search function. |
Step | Action |
|---|---|
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.
(Option 2) If you already know the term (e.g. “2175” for Summer 2017), you can enter it into the Term field rather than using the search function. |