Process a Cashiering Payment 27L

Purpose: Use this document as a reference for processing a student payment for one charge in ctcLink.

Audience: Student Financials Staff

Navigation:  Student Financials > Cashiering > Post Student Payments

  1. Enter the appropriate information into the fields on the Add a New Value tab of the Student Payments page.
    1. Business Unit
    2. Cashiers Office
    3. ID
    4. Leave the Receipt Number as the defaulted value. ctcLink will auto-assign a receipt number.
  2. Click the Add button.

Note: If a message appears stating 'Tuition Calculation is Required' click ok to allow Tuition Calculation to run to process transactions such as enrollment or drop. Tuition will calculate when you click OK and the most updated balance will display.

Add a New Value tab
  1. Enter appropriate information into the fields on the Student Payments page.
    1. Ref Nbr: Optional.
    2. Target: Enter or select the payment type.
    3. Term: Enter the term in which the payment should be applied to on the student's account.
    4. Amount: Enter the payment amount.
    5. Tender: Enter or select the method of payment.
  2. Click the Select Charges to Pay link to specify the charges to apply the payment to.
Student Payments
  1. Enter the amounts to apply to each charge.
  2. Click the OK button.
Select Charges To Pay page
  1. Click the Tender Details link to access the Check Information page for optional check detail entry.
    1. For Credit Card payments, Cybersource will open for entry of credit card information.
    2. For Cash payments no additional tender detail is required.
    3. For Debit Card payments, use your local debit card process for card swiping and pin entry by the student.
  2. Click the OK button.
Check Information
  1. Click the Create Receipt button.

Note:   Beware of Pop Up Blocker - the receipt is published as a pop up. Take the steps necessary to allow for pop ups from Peoplesoft.

Student Payments
  1. A .pdf of the receipt is viewed on the screen for printing or saving depending on local process. A partial sample is shown below. Close the .pdf to return to the Student Payments page.
Student Payment Receipt
  1. The Create Receipt button becomes the Print Receipt button for additional print options depending upon local printing setup.
  2. To start another student payment transaction, click the New Transaction button to return to the Student Payments search page or use the Go to links to view Academic Information or Student Accounts detail.
Stduent Payments

Review Payments

Navigation: Student Financials > Cashiering > Review Student Payments

  1. Enter the Business Unit and click the Search button.
  2. Scroll to and click the cashier’s User ID to review transactions processed by the cashier.
  3. The Receipt Detail page provides an option to print a receipt for a student from an earlier cashiering transaction.
Receipt Detail


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