Write-Off A Student Debit Balance

Write-Off A Student Debit Balance

Label
Description
Business ProcessCollections
ModuleStudent 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
1.

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

StepAction
2.Click the “Add” button.

StepAction
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.

StepAction
6.

In the “Item Information” section, enter the appropriate information (e.g. Item Type, Term, etc.).

7.

Click the “Post” button

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

StepAction
9.End of job aid.