9.2 Cancel An Invoice

Purpose: Use this document as a reference for how to cancel a bill in ctcLink.

Audience: Student Financials Staff

Navigation:  Student Financials > Bill Customers > Cancel Invoice

  1. Search for an existing Run Control ID or select the Add a New Value tab and create a new one. Once you have saved a Run Control ID for a given process it will be available for future use.
  2. Select Add or Search.
Bill Cancellation Add a New Value tab
  1. Enter or select a Business Unit and Run Option.
  2. If you select the Run Option of "Invoice ID", the ID, External Org ID, and Invoice Number fields become available to locate the invoice to cancel. For this example, a student invoice is selected.
    1. Enter the student ID.
    2. Click the lookup icon and select the Invoice from the search results.
  3. SBCTC recommends selecting "Log All Activity" in the Bill Cancellation Log Option field to view all of the process results.
  4. Select the Save button.
  5. Select the Run button.
Bill Cancellation page
  1. Select the OK button on the Process Scheduler Request page.
Process Scheduler Request page
  1. Select the Process Monitor link to verify the Run Status is "Success" and the Distribution Status is "Posted".
Bill Cancellation page Process Monitor link highlighted

View Cancellation Results

Navigation:  Student Financials > Bill Customers > Review Invoice Cancellation

  1. Enter a Business Unit and select the Search button.
  2. Select the most recent report (highest number).
Bill Cancellation Search Results
  1. Review the results.
Bill Cancellation page


Add your comment

E-Mail me when someone replies to this comment