Cancelling An Invoice 27j, 27k

Purpose: Use this document as a reference for how to cancel a student bill in ctcLink.

Audience: Student Financials Staff

Navigation:  Student Financials > Bill Customers > Cancel Invoice

  1. Search for an existing Run Control ID or select the Add a New Value tab and create a new one. Once you have saved a Run Control ID for a given process it will be available for future use.
  2. Select Add or Search.
Add a New Value tab
  1. Enter or select a Business Unit and Run Option.
  2. If you select the Run Option of Invoice ID, the ID, External Org ID, and Invoice Number fields become available to locate the invoice to cancel. For this example, a student invoice is selected.
    1. Enter the student ID.
    2. Click the lookup icon and select the Invoice from the search results.
  3. SBCTC recommends selecting Log All Activity in the Bill Cancellation Log Option field to view all of the process results.
  4. Click the Save button, then click the Run button.
Bill Cancellation page
  1. Click the OK button.
Process Scheduler Request page
  1. Click the Process Monitor link to verify the process successfully ran.

View Cancellation results

Navigation:  Student Financials > Bill Customers > Review Invoice Cancellation

  1. Enter a Business Unit and click Search.
  2. Select the most recent report (highest number).
Search Results
  1. Review the results.
Bill Cancellation page


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