Working with Billing Periods

Billing periods are used by the fee calculation process to generate charges, fees, refunds, and credit adjustments. Use the Billing Periods window to set up your organization's billing periods and do the following:

·       Set up course and non-course billing periods to coincide with years, terms, and/or sub-terms as well as non-traditional continuing education periods or rolling enrollment periods

·       Define when actual and/or preliminary billing will occur based on the billing period date types

If you want to generate preliminary charges 30 days before classes start and actual charges 30 days after classes start, enter 30 in the Actual Bill From/To Days and -30 in the Preliminary Bill From/To Days.

·        Assign a financial aid period code to a billing period

·       Automatically assign a lifetime billing period to a student when they are added to Registration

·       Determine if a select billing period is active and eligible for fee processing

·       Associate academic days off with a billing period so those days are excluded when determining the percent of time/number of days in the class for refund calculations

·       Define an open ended billing period such as a lifetime charge that has no specified billing period end date

·       Determine if student billing charges can be generated using JICS CRM Student, the Registration module, and the Accounts Receivable module

·       Determine if charges for a select billing period will be run only preliminarily in JICS

·       Determine which billing periods will appear in the Student Account Statements Select Billing Period(s) window

·       Map billing periods to existing academic records and financial transactions

·       Set up a parent/child billing period relationship to enable billing for hours accumulation for the total hours for multiple billing periods.

Columns

How To

Create a New Billing Period

Update an Existing Billing Period

Link Billing Periods to Accumulate Full-Semester Hours

Activate a Billing Period

Deactivate a Billing Period

Delete an Existing Billing Period

Assign Academic Days-Off to a Billing Period

Related Topics

Mapping Billing Periods to Existing Records

Assign Days-Off Items to Billing Period