Review a Student Invoice Video 27j
Purpose: Video explaining how to review a student invoice within Student Financials
Audience: Student Financials Staff
ctcLink Reference Center
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Topics
-
Accounts Receivable 27
41
- Applying and Reversing Payments 27p, 27q
- Assign a Student Permission 27q
- Assign a Student Permission Video 27q
- Billing Specific Charges to Individual Students 27j
- Cancelling An Invoice 27j, 27k
- Cancelling an Invoice Video 27j, 27k
- Correct Group Transactions 27p
- Correct Group Transactions Video 27p
- Create a Student Billing Request 27j, 27k
- Create a Billing Request and Generate an Invoice Video 27j, 27k
- Create a Communication 11f
- Create and Generate a Communication Video 11f
- Create a Third Party Sponsor Invoice 27h
- Create a Third Party Sponsor Invoice Video 27h
- Create and Post a Group Data Entry 27p
- Create and Post a Group Data Entry Video 27p
- Entering Service Indicator Data 11d
- Generate an Invoice 27j
- Grant Student Permissions 27q, 28d
- Post a Student Transaction 27p, 27q
- Post a Student/Corporate Transaction Video 27p, 27q
- Post a Third Party Payment 27h
- Post Group Transactions 27p
- Print a Student Invoice 27j, 27k
- Process Late Fees 27r
- Process Late Fees Video 27r
- Reverse a Group Post 27p
- Reverse a Group Post Video 27p
- Reverse a Posted Group Data Entry 27p
- Reverse a Student/Corporate Charge Video 27p
- Reverse a Student/Corporate Payment Video 27p, 27q
- Review a Group Post 27p
- Review a Group Post Video 27p
- Review a Student Invoice 27j
- Review a Student Invoice Video 27j
- Review Group Transactions 27p
- Run Payment Applier 27q
- Run Payment Applier Video 27q
- Sending Communications 11f
- Student Permissions Forms 28c
- View Customer Accounts 21, 23, 27
-
Cashiering 27
20
- Applying and Reversing Payments 27p, 27q
- Generating Department Receipts 27L
- Making Interim Deposits 27L
- Opening, Closing and Reopening a Cashier's Office 27L
- Post a Corporate Payment Through Cashiering 27p, 27L
- Generating Department Receipts Video
- Post a Student Payment for Multiple Charges Video 27L
- Post a Student Transaction 27p, 27q
- Process a Cashiering Payment 27L
- Process a Cashiering Payment Video 27L
- Processing a Third Party Payment for Multiple Students 27L
- Processing a Third Party Payment for One Charge 27L
- Reopen a Cashier's Office and Void a Receipt Video 27L
- Review Student Payments Video 27L
- Review Tender by Cashier 27L
- Review Tender by Register (Drawer) 27L
- Using Cash Replenishment 27L
- View Customer Accounts 21, 23, 27
- Voiding Receipts 27L
- Running Payment Applier
-
Collections 27
14
- Assigning and Sending SF Collections Communications
- Collections Checklist
- Post/Reverse a Write-off for an Individual Student 27s
- Post/Reverse a Write Off for an Individual Student Video 27s
- Process Collections (Put Multiple Students in Collections) 27s
- Process Collections Video (Put Mulitple Students in Collections) 27s
- Process Student Write Offs for Multiple Students 27s
- Process Student Write Offs for Multiple Students Video 27s
- 9.2 Process/Review Credit History 27s
- Process/Review Credit History Video 27s
- Put an Individual Student in Collections 27s
- Put an Individual Student in Collections Video 27s
- Working Collection Items 27s
- Working Collection Items Video 27s
- Communications 11 2
- General Ledger Interface 27 6
-
Payment Plans 27
7
- Assign and Cancel a Student from a Payment Plan 27g
- Assign/Cancel a Student in a Payment Plan Video 27g
- Assigning a Batch of Students to a Payment Plan or Third Party Contract 27g
- Create and Copy a Payment Plan 27g
- Create/Copy a Payment Plan Video 27g
- Recalculate a Payment Plan 27g
- Recalculate a Payment Plan Video 27g
-
Refunds 27
15
- AP Refund Interface 27f
- AP Refund Interface Video 27f
- BankMobile (Higher One) Processing 27f
- BankMobile (Higher One) Processing Video 27f
- Cancelling a Refund for a Student and Corporation Video 27f
- Creating, Reviewing and Cancelling a Refund for an Individual Student 27f
- Creating, Reviewing and Reversing a Refund for an Individual Student 27f
- Creating and Reviewing a Refund for an Individual Student Video 27f
- Financial Aid Refund Adjustments Process 27f
- Process PLUS Loan Refunds for Parents 27f
- Processing Batch Refunds 27f
- Processing Batch Refunds Video 27f
- Refund a Third Party Sponsor Payment 27f
- Refunding ePayments (CyberSource) 27f
- Refunding ePayments (CyberSource) Video 27f
- Service Indicators 11 2
-
Third Party Contracts 27
13
- Assign and Cancel a Student from a Third Party Contract 27h
- Assign and Cancel Students to a Third Party Contract Video 27h
- Assigning a Batch of Students to a Payment Plan or Third Party Contract 27g
- Create/Copy a Third Party Contract 27h
- Creating/Coping a Third Party Contract Video 27h
- Post a Third Party Payment 27h
- Posting Corporate Payments for Multiple Students 27h
- Recalculate Third Party Contracts 27h
- Recalculate Third Party Contracts Video 27h
- Refund a Third Party Sponsor Payment 27f
- Refund a Third Party Sponsor Payment Video 27h
- Rollover Third Party Contract 27h
- Rollover Third Party Contracts Video 27h
-
Tuition Calculation 27
22
- Assign a Waiver for an Individual Student 27a
- Assign a Waiver for an Individual Student Video 27a
- Assign a Waiver for Multiple Students 27a
- Assign a Waiver for Multiple Students Video 27a
- Assigning a Student Equation Variable and Student Group 27a
- Assigning a Student Equation Variable Video 27a
- Assigning a Student to a Student Group Video 27a
- Calculate and View Tuition for an Individual Student 27a
- Calculate and View Tuition for an Individual Student Video 27a
- Calculate Concurrent Enrollment Tuition 27a
- Calculate Concurrent Enrollment Tuition Video 27a
- Calculating High/Low Tuition 27a
- Calculating High/Low Tuition Video 27a
- Managing Admissions Application Fees 27a
- Managing Admissions Application Fees Configuration 27a
- Managing Deposit Configurations 27a
- Process Enrollment Cancellation 27o
- Process Enrollment Cancellation Video 27o
- Process Running Start 27c
- Review Tuition Calculation Errors 27a
- Understanding the Tuition Calculation Flag 27a
- Updating Tuition Charges 27a
- Waivers 27 2
-
Reports/Set Up/Term Rollover 27
22
- 1098T Checklist
- 1098T FAQs for ctcLink
- Add a New Cashier and Assign to a Valid Tender 27L
- Adding a Class Fee Through Student Financials 27d
- Add a New Cashier and Assign to a Valid Tender Video 27L
- Copy Term Fees 27d
- Create a New Cashier Office 27L
- Create a New Cashier's Office Video 27L
- Create a 1098 -T TIN for a Calendar Year Video 27d
- Create and Update Speedtype Keys 27d
- Create and Update SpeedType Keys Video 27d
- Create/Updating Item Types 27d
- Create/Update an Item Type Video 27d
- Electronically Receive 1098-T 27d
- Generating and Editing 1098-T
- Maintaining ABE Course List Fees 27a
- Recalculating a Payment Plan
- Sending 1098-T Transmittal File to IRS
- Term Roll 27d
- Term Rollover Checklist 27d
- Updating Tuition Charges 27a
- Viewing/Updating Charge Priorities 27d
9.2 QRGs have been pre-published and are still under review. 9.2 content is not 100% valid until training commences in April 2019.
Other Resources
Resources
- User Acceptance Testing for FIN
- User Acceptance Testing for HCM
- User Acceptance Testing for CS
- User Acceptance Testing - Other Resources
- ctcLink Document Repository (cDR)
- PeopleSoft Security
- Reports/Queries
- Crosswalks & Glossaries
- Remediation
- Process Scheduling
- Navigation Paths
- 25 Live
- MegaMation
- Training Videos
- Additional Resources
Campus Solutions
- Academic Structure
- Academic Advisement
- Admissions
- Campus Community
- 3Cs: Comments, Communications and Checklists
- CS Business Process Maps (Flow Charts)
- Continuing Education
- CS ctcLink Canvas Courses
- CS Fundamentals
- Curriculum Management
- Financial Aid
- Mobile
- Student Financials
- Student Records
Human Capital Management
- Absence Management
- Benefits
- Faculty Workload
- HCM Business Process Maps (Flow Charts)
- HCM ctcLink Canvas Courses
- HR Core
- Payroll
- TAM (Talent Acquisition Management)
- Time & Labor
Finance
- Accounts Payable
- Accounts Receivable
- Asset Management
- Billing
- Budget/Budgeting (Commitment Control)
- Budget Security
- Cash Management
- Expenses
- FIN Business Process Maps (Flow Charts)
- FIN ctcLink Canvas Courses
- General Ledger
- Grants/Projects/Contracts
- Closing Procedures
- Project Costing
- Purchasing
Self Service
- Employee Self Service
- Faculty Self Service
- Manager Self Service
- Student Self Service
- Advisor Center
9.2 Campus Solutions
- 9.2 CS - Academic Structure
- 9.2 CS - Academic Advisement
- 9.2 CS - Admissions
- 9.2 CS - Campus Community
- 9.2 CS - 3Cs: Comments, Communications and Checklists
- 9.2 CS - Continuing Education
- 9.2 CS - Curriculum Management
- 9.2 CS - Financial Aid
- 9.2 CS - Fundamentals
- 9.2 CS - Mobile
- 9.2 CS - Student Financials
- 9.2 CS - Student Records
9.2 Human Capital Management
- 9.2 HCM - Absence Management
- 9.2 HCM - Benefits
- 9.2 HCM - FWL (Faculty Workload)
- 9.2 HCM - HR Core
- 9.2 HCM - Payroll
- 9.2 HCM - TAM (Talent Acquisition Management)
- 9.2 HCM - Time & Labor
9.2 Finance
- 9.2 FIN - Accounts Payable
- 9.2 FIN - Accounts Receivable
- 9.2 FIN - Asset Management
- 9.2 FIN - Billing
- 9.2 FIN - Budget/Budgeting (Commitment Control)
- 9.2 FIN - Budget Security
- 9.2 FIN - Cash Management
- 9.2 FIN - Expenses
- 9.2 FIN - General Ledger
- 9.2 FIN - Grants/Projects/Contracts
- 9.2 FIN - Project Costing
- 9.2 FIN - Purchasing
9.2 Self Service
- 9.2 Employee Self Service
- 9.2 Faculty Self Service
- 9.2 Manager Self Service
- 9.2 Student Home Page
- 9.2 Advisor Homepage
- 9.2 Advisor Self-Service (copied)
9.2 Resources
- 9.2 Crosswalks & Glossaries (copied)
- 9.2 PeopleSoft Security (copied)
- 9.2 Reports/Queries (copied)
- 9.2 Training Videos (copied)
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