Post and Reverse Payments/Charges

Purpose: Use this document as a reference for applying and reversing payments in ctcLink.

Audience: Student Financials Staff.

To reverse a transaction, the page you will use will depend upon the type of transaction you wish to reverse. For payments, you will navigate to Reverse Payment.  For charges, you will navigate to Reverse Charge.

BEWARE:  Do not use the Reverse Payment and Reverse Charge ctcLink pages if adjusting Payment Plan balances. If adjustments are needed to a payment plan, only use ctcLink Payment Plan pages. ONLY use Reverse Payment if adjusting a student payment to a plan, not to manipulate the plan item types.

Reverse a Student Payment

You must have at least one of these local college managed security roles:

  • ZZ SF Payment Reversals

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Navigation: Student Financials > Charges and Payments > Reversals > Reverse Payment

  1. The Payment Reversal search page displays.
  2. Enter the Business Unit and select the Search button.
  3. On the Payment Reversal page, enter the Student ID and Term.
  4. Select the Search button the Payments section populates.
  5. Select the Reverse button next to the item to reverse and the Reverse Detail page displays.
  6. Update the Item Effective Date to the Current Date.
  7. Enter the Description and Reason.
  8. Select the OK button and the Payment Reversal page displays.
    • Notice that the Reverse button selected is now grayed-out.
  9. Section complete.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial Via Panopto

View the external link to Reverse a Student Payment. This link will open in a new tab/window.

Reverse a Student Charge

You must have at least one of these local college managed security roles:

  • ZZ SF Charge Reversals

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Navigation: Student Financials > Charges and Payments > Reversals > Reverse Charge

  1. The Charge Reversal search page displays.
  2. Enter the Business Unit and the Student ID.
  3. Select the Search button and the Charge Reversal page displays.
  4. In the Account Details section, you will see a list of Account Types and Terms for the ID you selected. 
  5. Select the Account Details link on the appropriate Account Type and Term.
  6. The Charge Detail page displays.
    • Select the Item Details link to view more information about the item type. Select the Return link.
  7. In the Details section, select the Reverse button on the appropriate Item Type line.
  8. The Reversal Detail page displays.
  9. Update the Item Effective Date to the Current Date.
  10. Enter the Description and Reason.
  11. Select the OK button and the Charge Detail page displays.
    • Notice the Reverse button selected has disappeared.
  12. Select the Return link to go back to the Charge Reversal Page.
  13. Process complete.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial Via Panopto

View the external link to Reverse a Student Charge. This link will open in a new tab/window.

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