1. Open the Receipt Entry window.

2. Click the New Detail button to open the Receipt Entry Detail window and create a new receipt.

3. Enter the individual's ID Number and press Enter.  

4. If the ID Number is for a student with one or more active payment plans, you will receive a pop-up asking if the payment is for a payment plan. Click Yes.

5. If interest charges are applicable, you will see a pop-up asking if you want to generate interest charges for the payment plan detail rows. Select Yes or No.  

   Interest applies to loan type payment plans.

6. Enter the Payment Amount.

7. A pop-up will ask you if you want the Transaction Amount to automatically be distributed:

• Yes: the amount will be applied to the Payment Plan Detail row(s) with the next (or past) Due Date.

• No: you will need to select the Payment Plan Detail row(s) and enter the appropriate distribution amounts.

8. Select an A/R Code and make sure the Distribution Amounts on the Payment Plan Detail row(s) add up to the total payment amount.

   	You cannot distribute amounts to payment plans set up with automatic payments. If a detail row is part of a plan with automatic payments set up, payments will not be distributed to the row unless the payment plan payment is late.
   	If you chose to automatically distribute the Transaction amount, you will only have to select an A/R code for the Payment Plan Detail row(s) where a Distribution amount was automatically entered.

9. Click OK. The information on this row will be passed back to the Receipt Entry Detail row. You will see the payment amount in the Transaction Amount column on the Receipt Entry Detail row.

10. Click Save.  The Payment Plan Detail row will be updated to reflect the receipt of the payment.

 

If you enter a detail row from the Receipt Entry Detail window and need to attach a payment plan, you can add the payment plan to the receipt by right-clicking the detail row and selecting Attach to Payment Plan.

 

If you have a detail row where a payment plan is already attached, you can remove the payment plan from the receipt by right-clicking the detail row and selecting Detach Payment Plan.

 

There are several reasons a receipt may not be attached to a payment plan, for example a student may make a payment on their account, but forgot that it needed to be on their payment plan; or a student may make a payment before the payment plan starts.

 

If there are no unpaid payment plan detail rows, there are no open plans to link the payment to. 

If there should be a plan for this student, review the Self-Service Payment Plans window to add a new plan.

You don't have to create any charges for payment plan fees. If a payment plan has fees, those fees are automatically created when the student makes a payment (online or in-person) using the Miscellaneous Charge Code selected for the fee on the Payment Plan window.

 

You cannot distribute amounts to payment plans set up with automatic payments. If a detail row is part of a plan with automatic payments set up, payments will not be distributed to the row unless the payment plan payment is late.

You can tell which rows on the Attach to Payment Plan window are part of automatic payments by the info icon on the first column. These rows, including the amount, will be disabled.