Reversing Charges

Label	Description
Business Process	Reverse Charges
Module	Student Financials
Prerequisites	Charge to be reversed must already be posted on the student’s account
Description	This Job Aid illustrates how to reverse a charge on a student’s account

Instructions:

Step	Action
1.	Click on [] then [] and navigate to toStudent Financials -> Charges and Payments -> Reversals -> Reverse Charge

Step	Action
2.	In the “ID” field, enter the student’s ID then click the “Search” [] button.

Step	Action
3.	Click the “Account Details” [] link of the Account Type to be reversed.

Step	Action
4.	Click the “Reverse” button [] of the Item Type to be reversed.

Step	Action
5.	Click the magnifying glass [] for the “Reason” field. Note: You can also add notes in the “Description” field.

Step	Action
6.	Select the option that best fits your case scenario.

Step	Action
7.	Click the “OK” [] button to complete the reversal process.

Step	Action
8.	To verify that the charge was reversed, you can go to “View Customer Accounts”. Refer to Job Aid “SF_063_Customer Accounts” for navigation.

Step	Action
9.	End of job aid.