ctcLink Reference CenterStudent Financials Payment Plans 27Assign and Cancel a Student from a Payment Plan 27g

Assign and Cancel a Student from a Payment Plan 27g

Purpose: Use this document as a reference for assigning and canceling a student from a payment plan in ctcLink.

Audience: Student Financials Staff

Linking a Payment Plan to a Student Account

Navigation: Student Financials > Payment Plans > Payment Plan > Assign

  1. Click the Add a New Value tab.
  2. Enter a BusinessUnit, student ID and ContractNumber. Then click Add.
Add a New Value tab
  1. Click the Payment Plan 2 tab. Review and select eligible charges listed at the bottom of the page.
  2. Click Calculate and then Post.
Payment Plan 2 tab
  1. Review billing dates and installment amounts on the Payment Distribution page.
Payment Distribution tab

Cancel a Student from a Payment Plan

Navigation:  Student Financials > Payment Plans > Payment Plan > Assign

  1. Enter or select a Business Unit, Contract Number, and student ID.
  2. Click Search.
  3. Select the student to cancel.
  4. Click the Payment Plan 2 tab and change the Status from Active to Cancelled.
  5. Click the Post button which will be available once the Status is changed.
Payment Plan 2 tab

View a Payment Plan

Navigation: Student Financials > View > Customer Accounts

  1. Enter a Business Unit and ID and click Search.
  2. Review the Payment Plan account balance on the Customer Accounts page.
C ustomer Accounts
  1. Click the Account Details link for the Payment Plan account to review the payment schedule.
Account Details

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