These settings only apply for users with CRM Student.
From Online Configuration Items on the A/R Configuration window, you can configure what information CRM Student displays and how online payments are handled:
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These settings only apply for users with CRM Student. |
1. From the Processor drop-down options, select the credit card processor to be used for online payments.
2. From the Online Payment Receipt Group drop-down options, select the printer to be used. This determines which the receipt group will include online payment(s).
3. To allow students to view preliminary financial aid information via CRM Student, select the Display Preliminary Financial Aid Online? checkbox.
4. To allow students to view preliminary charges information via CRM Student, select the Display Preliminary Charges Online? checkbox.
5. To allow students to view preliminary unposted items via CRM Student, select the Display Unposted Items Online? checkbox.
6. To make a student's entire balance due for the payment plan on the statement, select the Bill Remaining Balance checkbox. If the Bill Remaining Balance checkbox is not selected, the next amount due as part of the payment plan will be shown on the statement.
7. To use the month from the period end date on the Subsidiary Control to determine what payment plan transactions and balances are displayed on the Course and Fee Statement generated in CRM Student, select the Use Period End Month for Payment Plan Month checkbox. If the Use Period End Month for Payment Plan Month checkbox is not selected, a month must be entered in the Payment Plan Month.