Self-Service Payment Plans

	To use the Self-Service Payment Plans, your school must use the JICS Campus Portal and have the Payment Plan feature available to students.
	Connect your Authorize.Net account to the Campus Portal from the Online Payment Administration feature.
	On the A/R Configuration window choose to leave legacy payment plans on, or turn them off. Schools that have used legacy payments should leave this feature ON until all payment plan balances are zero and students have completed all legacy payment plans. Schools that have never used the legacy payment plans should turn this feature OFF to hide legacy options and windows.
	Configure the general ledger components responsible for student account balances. Three GL flags are checked to verify student account balances: Include in Account Balance checkbox on the A/P & A/R Subsidiary Definitions window Payment Source Code? checkbox on the Define Journal Source Codes window Include in Payment Plan Balance checkbox on the Define Journal Source Codes window. In order for the Self-Service Payment Plan feature to work, you must have the subsidiaries and source codes properly set up.
	If you want to charge signup or credit card convenience fees, you need to create a Miscellaneous Charge Code with the appropriate Fee Type. You can then select the Misc Charge Code from the Fee section on the Payment Plan window.
	From the Payment Plan window, define the self-service payment plans you want to make available to students. Be sure to write a plan agreement message on the Consent tab, set up fees, and monthly payment disbursement.
	Configure the initial message that students will see when they view the Payment Plan feature in the Campus Portal.
	Enter contact information students can access when they review their eligible plans.
	(Optional) Search, view, edit, or delete payment plans from the Manage Payment Plans window.
	Assign eligible plans to students from the Payment Plan Assignment window. From the Update Results and Rules window, make sure your rules have been defined for each plan that will allow eligible payment plans to be automatically assigned to students.
	Eligible payment plans will appear for students on the Payment Plan feature.
	Students can review and compare their eligible payment plans, sign up for a plan, and consent to plan terms of agreement from the Payment Plan feature.
	Students can make a payment in-office (Receipt Entry)  or online (Payment Plan feature).
	In-office payments can be made through the Receipt Entry Detail window by attaching a payment plan to a receipt.
	Manage students on plans through the Self-Service Payment Plans window where you can see the status of all plans on a student's account. You can also review, add, adjust, or delete payment plans, and make or remove a payment transactions on a student's plan.

 

 

No problem. Students with legacy payment plans will still need to complete them.  You will need to leave the Legacy Payment Plans on until all are finished, but you can start using the Self-Service Payment Plans for all new plans offered to students.  

 

No. We recommend that you move to the Self-Service Payment Plans for all the benefits and improvements, but the Desktop software will still support the Legacy Payment Plan method.

 

Yes. You will need to have the Student Finances license and the JICS Campus Portal license in order to use Self-Service Payment Plans.  

 

A new MS Batch is created and associated with the receipt and this goes for the convenience fees as well.

 

 You can control which plans display to the student by using the Sign Up Begin and End dates on the Payment Plan window.  Also, plans will only display to the student if the Payment Plan Assignment process has been ran, making plans available to students who have a balance.

 

Once a student signs up for a plan online, other plans that were eligible to select for that time period will be hidden; however, they can contact the Business Office to remove their current plan or enroll in another plan.

 

Yes, they can contact the Business Office to request additional time to pay off their plan.  The A/R Administrator has the ability to adjust the student's payment plan payments by adding one or more additional months that will reduce the student's monthly payments making the plan more affordable.