Generating Charges: Schools Using Student Billing Periods
Important
Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.
You can generate charges for one or more students from the Student Registration page.
Tip
The Student Registration page roughly mirrors the J1 Desktop Student Registration window, mostly on the Registration tab | Register subtab and Student Course Details subtab.
The Generate charges feature is available under these conditions:
Your school has the Accounts Receivable license.
You have the "Can Generate Charges" permission in J1 Web in either the Registrars role or the Registration Module Managers role.
The Allow RE Billing? checkbox is selected for the particular billing period on the Billing Periods window in J1 Desktop.
An Individual Student
On a student's row, you can click the Action button and select Generate charges.
The Generate Charges window pops up. You select the Transaction Date and the Active Billing Periods you want to generate charges for. You can run the charges in preliminary mode so the business office can review them before actually applying them to student accounts.
After reviewing, you can apply charges to student accounts by running the process again, this time with the Run in preliminary mode checkbox deselected.
Multiple Students
You can select multiple students, click the Options button, and select Generate charges for selected students.
The Generate Charges window pops up with the selected students listed. You can remove individual students. Select the Transaction Date, Active Billing Periods, and preliminary mode just as you would for an individual student.
After you make your selections and click Generate charges button, a message tells you whether the action was successful.
On the Student Registration page, use the filters to add students to the registration list.
On a student's row, click the Action button, and select Generate charges. The Generate Charges window pop-up appears.
Select a Transaction Date. (Today's date is the default.)
If you want the business office to see the charges before they're actually applied to student accounts, select the Run in preliminary mode checkbox.
Select the Active Billing Periods you want to run charges for.
Click the Generate charges button. A message pops up to tell you whether the action was successful.
On the Student Registration page, use the filters to add students to the registration list.
Select the students you want to run charges for.
Click the Options button, and select Generate charges for selected students. The Generate Charges window pop-up appears with the selected students listed.
If you want to remove a student from the list, click the Remove icon next to their name.
Select a Transaction Date. (Today's date is the default.)
If you want the business office to see the charges before they're actually applied to student accounts, select the Run in preliminary mode checkbox.
Select the Active Billing Periods you want to run charges for.
Click the Generate charges button. A message pops up to tell you whether the action was successful.
If a financial recalculation is in progress when you try to generate charges, a message notifies you and asks you to try again later.