9.2 Refund a Third Party Sponsor Payment

Purpose: Use this document as a reference for creating a refund for an organization in ctcLink.

Audience: Student Financials staff

Creating Organization Refunds

Navigation:  NavBar > Navigator > Student Financials > Refunds > Corporate Refund

  1. The Corporate Refund search page displays.
  2. Enter Business Unit.
  3. Select Search.
Corporate Refund search page
  1. The Corporate Refund page displays.
  2. Enter or search for the External Org ID.
  3. Select the refund to process by checking the box in the Refund Selection area.
  4. Enter or confirm the Refund Amount.
  5. The Format defaults to "A" for "Automatic Check".
  6. Enter or look up the Refund Item Type = "Student Refund".
  7. Enter of confirm the Contact Type = "PRI".
  8. Event ID is not used.
  9. Select the View Refund Check expand section button to see a simulation of the refund check.
  10. Select Post Refund to post the refund to the corporation’s account.
Corporate Refund page
  1. To view corporate refunds, navigate to NavBar > Navigator > Student Financials > Refunds > Review Corporate Refunds by ID.
  2. Select the Voucher Info or Refund Detail links for additional details.
Corp Refunds By ID page
  1. Process complete.


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