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Viewing Payment by Invoice Information Within the Maintain Receivables Feature

The Maintain Receivables application provides a variety of ways to inquire on payment by invoice information at various levels of detail.

Note: This section is only valid for institutions that apply payments by invoice.

Page Name

Definition Name

Navigation

Usage

View Items by Invoice

SSF_VW_ITEM_INV

select Student Financials, then select Charges and Payments, then select Payments by Invoice, then select View Items by Invoice

View a summary of student items by invoice.

View Corp Items by Invoice

SSF_VW_ITEMORG_INV

select Student Financials, then select Charges and Payments, then select Payments by Invoice, then select View Corp Items by Invoice

View a summary of corporate items by invoice.

Update Payment Invoice ID

SSF_PMT_INVOICE

select Student Financials, then select Charges and Payments, then select Payments by Invoice, then select Update Payment Invoice ID

Update the invoice ID for payments restricted to invoices.

Update Corp Payment Invoice ID

SSF_ORGPMT_INVOICE

select Student Financials, then select Charges and Payments, then select Payments by Invoice, then select Update Corp Payment Invoice

Update the invoice ID of corporate payments.

Access the View Items by Invoice page (select Student Financials, then select Charges and Payments, then select Payments by Invoice, then select View Items by Invoice).

Image: View Items by Invoice page

This example illustrates the fields and controls on the View Items by Invoice page. You can find definitions for the fields and controls later on this page.

View Items by Invoice page

Use this page to view items by invoice number. If payments are not restricted to invoice, then payments may be applied to charges that are not invoiced. In addition, the system displays both student and corporate payments that were received and posted towards an invoice.

Access the View Corp Items by Invoice page (select Student Financials, then select Charges and Payments, then select Payments by Invoice, then select View Corp Items by Invoice).

Image: View Corp Items by Invoice page

This example illustrates the fields and controls on the View Corp Items by Invoice page. You can find definitions for the fields and controls later on this page.

View Corp (Corporation) Items by Invoice page

Use this page to view a summary of corporate items by invoice number.

Access the Update Payment Invoice ID page (select Student Financials, then select Charges and Payments, then select Payments by Invoice, then select Update Payment Invoice ID).

Image: Update Payment Invoice ID page

This example illustrates the fields and controls on the Update Payment Invoice ID page. You can find definitions for the fields and controls later on this page.

Update Payment Invoice ID page

Use this page to designate an unapplied payment towards an invoice:

  1. Select the invoice ID to which the payment is to be applied.

  2. Click Save.

  3. Run the Payment Applier process for the student.

    The Payment Applier process applies the credit to the invoice. Payments restricted to a specific invoice cannot be designated to pay another invoice; however, they can be refunded.

Access the Update Corp Payment Invoice page (select Student Financials, then select Charges and Payments, then select Payments by Invoice, then select Update Corp Payment Invoice).

Image: Update Corp Payment Invoice page

This example illustrates the fields and controls on the Update Corp Payment Invoice page. You can find definitions for the fields and controls later on this page.

Update Corp Payment Invoice page