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

1.

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

2.

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

3.

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

4.

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

5.

Click the magnifying glass [] for the “Reason” field.

Note: You can also add notes in the “Description” field.

6.

Select the option that best fits your case scenario.

7.

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

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.

9.

End of job aid.