9.2 Assign and Cancel a Student from a Payment Plan

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:  NavBar > Navigator > Student Financials > Payment Plans > Payment Plan > Assign

  1. The Payment Plan search page displays.
  2. Select the Add a New Value tab.
  3. Enter Business Unit.
  4. Enter student ID.
  5. Enter Contract Number.
  6. Select Add.
Payment Plan Add a New Value tab
  1. The Payment Plan 1 tab displays.
  2. Select the Payment Plan 2 tab.
Payment Plan 1 tab
  1. The Payment Plan 2 tab displays.
  2. Review and select eligible charges listed at the bottom of the page.
  3. Select Calculate.
  4. Select Post.
  5. Select the Payment Distribution tab.
Payment Plan 2 tab
  1. The Payment Distribution tab displays.
  2. Review billing dates and installment amounts.
Payment Distribution tab
  1. Section complete.

Cancel a Student from a Payment Plan

Navigation:  NavBar > Navigator > Payment Plans > Payment Plan > Assign

  1. The Payment Plan search page displays.
  2. Enter Business Unit.
  3. Enter student ID.
  4. Enter Contract Number.
  5. Select Search.
Payment Plan find an Existing Value tab
  1. The Payment Plan 1 tab displays.
  2. Select the Payment Plan 2 tab.
Payment Plan 1 tab
  1. The Payment Plan 2 tab displays.
  2. Select Status = "Cancelled".
  3. Select Post.
Payment Plan 2 tab
  1. Section complete.

View a Payment Plan

Navigation:  NavBar > Navigator > Student Financials > View Customer Accounts

  1. The Customer Accounts search page displays.
  2. Enter Business Unit.
  3. Enter student ID.
  4. Select Search.
Customer Search page
  1. The Customer Accounts page displays.
  2. Review the Payment Plan account balance on the Customer Accounts page.
  3. Select the Account Details link to review the payment schedule.
Customer Accounts page
  1. The Account Details page displays.  Review the payment schedule.
Account Details page
  1. Process complete.

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