Self-Service Payment Plans

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An Student Finances license is required to work with this window.

 

This window can be used to look up students with payment plans and review plan information. From this window, you can also:

How To

Review Plan Summary, Payments, and Adjustments

Add a Payment Plan to a Student

Make a Payment on a Plan

Adjust Payment Plans

Recalculate a Student's Payment Plans Balances

Attach an Existing Payment to a Payment Plan Payment

Detach an Existing Payment from a Payment Plan Payment

Adjust Payment Plans with Automatic Payments

Delete a Payment Plan

Reverse a Payment

Cancel Automatic Payments

Lock the Payment Plan Balance

FAQ

How are these self-service payment plans different from the legacy payment plans?

What if students are currently on a legacy payment plan?

Can I change the balance on a student's payment plan?

I thought a student's payment plan balance would be updated by the auto-recalculation process, so why hasn't the amount changed?

Can a plan that has had payments be deleted?

What are the Attach/Detach Existing Payment Buttons for?

Why do some plans have a checkbox for Student Consented In Office and others for Student Consented Online?

What amounts are calculated to determine a student's account balance?

What does the Recalculate Plan button do?

Why would I need to reverse a payment?

Can I set up automatic payments for a student in Desktop?

How will I know if a student is using automatic payments?

 

Related Topics

Overview of Self-Service Payment Plans

Add New Payment Plans

Adjust Payment Plans

Payment Plan

Manage Payment Plans

Payment Plan Assignment