Write-Off A Student Debit Balance

Label	Description

Label	Description
Business Process	Collections
Module	Student Financials
Prerequisites	Student must have a debit balance to be written-off.
Description	This Job Aid illustrates how to write-off a student debit balance (one year or older).

Instructions:

Step	Action

Step	Action
1.	Click on [] then [] and navigate to Student Financials -> Collections -> Write - Offs -> Post Student Write - Off...

Step	Action

Step	Action
2.	Click the “Add” button.

Step	Action

Step	Action
3.	Enter the student’s ID number into the “ID” field, then tab out. The student’s information will automatically populate.
4.	In the “Writeoff” section, select the appropriate Writeoff.
5.	Enter the appropriate Service Indicator Code into the “Srv Ind Cd” field. Click on the magnifying glass to display a list of Service Indicator Codes.

Step	Action

Step	Action
6.	In the “Item Information” section, enter the appropriate information (e.g. Item Type, Term, etc.).
7.	Click the “Post” button

Step	Action

Step	Action
8.	Click the “Student Accounts” link to verify that the transaction was posted.

Step	Action

Step	Action
9.	End of job aid.