Post and Review a Corporate Payment (Cashier)

Purpose: Use this document as a reference for entering a corporate payment in ctcLink.

Audience: Bursar and FA Program Coordinator.

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

  • ZZ SF Cashiering
  • ZZ SF Charges and Payments

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

There is the potential for payment swapping when posting a corporate payment through the cashiering office. SBCTC recommends processing corporate payments utilizing the steps provided in the Post and Review a Corporate Payment (Non-Cashier) QRG.

If you encounter payment swapping due to utilizing this corporate payment method, you will need to reverse the original payment and then re-post utilizing the non-cashier method linked above. Please follow the steps on the Reverse a Corporate Payment/Charge QRG for processing steps.

Post a Corporate Payment (Cashier)

Navigation: Student Financials > Cashiering > Post Corporate Payments

  1. The Corporate Payments search page displays.
  2. Enter or select the:
    1. Business Unit.
    2. Cashier’s Office.
    3. External Org ID.
      • Leave the Receipt Number as the defaulted value; ctcLink will auto-assign a receipt number.
  3. Select the Add button and the Corporate Payments page displays.
  4. Optional: Enter the Reference Number.
  5. In the Target Detail section, enter or search for the:
    1. Target.
    2. Term.
    3. Amount.
  6. In the Tender Detail section, enter or search for the:
    1. Tender.
      • Note: The Target and Tender should match.
    2. Amount.
  7. Select either Select Charges to Pay link OR Select Students to Pay link.  
    1. Select the Select Charges to Pay link and the Select Charges to Pay page displays.
      1. Enter the Pay Amount for each charge to be paid.  
      2. Select the OK button and the Corporate Payments page displays.
    2. Select the Select Students to Pay link and the Select Students to Pay page displays.
      1. Enter the Student ID.
      2. Enter or search for the Pay Term.
      3. Select the Add a New Row [+] button to add additional student(s).
      4. Select the OK button and the Corporate Payments page displays.
  8. Select the Create and Print Receipt button and the Corporate Payment Receipt displays.
    • A .pdf of the receipt is viewed on the screen for printing or saving depending on local process. Close the .pdf to return to the Student Payments page.
  9. The Create Receipt button becomes the Print Receipt button for additional print options depending upon local printing setup.
  10. To create a new corporate payment, select the New Transaction button to return to the Corporate Payments search page or select the Corporate Account link.
  11. Process complete.
Corporate Payment Receipt page with the Receipt No highlighted

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 Post a Corporate Payment (Cashier). This link will open in a new tab/window.

Review a Corporate Payment (Cashier)

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

  • ZZ SF Cashiering

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 > Cashiering > Review Corporate Payments

  1. The Review Corporate Payments search page displays.
  2. Enter the Business Unit.
  3. Enter the Receipt Number.
  4. Select the Search button and the Receipt Detail page displays.
    • Alternately, you can leave the Receipt Number field blank. Select the Search button and you can scroll through the Search Results to select the cashier’s User ID to review transactions processed by that cashier.
  5. Notice the Receipt Status is "Posted."
  6. Select the Print Receipt button to generates the .pdf file that you can print.
  7. 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 Review Corporate Payments (Cashier). This link will open in a new tab/window.

4 Comments

Jared Barr

What about scenarios where a partial payment is being made to a single or multiple student accounts? Selecting "Select Students to Pay" does not give the option to apply a partial payment (it's all or nothing), and "Select Charges to Pay" (where a partial payment CAN be applied) does not indicate which charges belong to which student (this gets murkier when multiple students have the same charges).

Alec Risk

Hi Jared,
It is recommended to utilize the Post and Review a Corporate Payment (Non-Cashier) QRG process which allows for partial payments that are more detailed.
Thanks!
-Alec

Jared Barr

I did look at the QRG you recommended, but won't the non-cashier method not show up in our cashiering batch for the day?

Alec Risk

Hi Jared,
You are correct. If you utilize the Non-Cashier method, the payment(s) will not show on the cashiering totals when closing the office for the day.
Thanks!
-Alec

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