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Viewing Outstanding Charges, Payments, Financial Aid, and Refunds

This section discusses how to:

Page Name

Definition Name

Navigation

Usage

Account Inquiry - Account Summary

SSF_SS_ACCT_SUMM

select Self Service, then select Campus Finances, then select Account Inquiry, then select Account Inquiry - Account Summary

Review a summary of outstanding charges and deposits, pending payments, pending financial aid, and total due.

Account Inquiry - Account Activity

SSF_SS_ACCT_ACTVTY

select Self Service, then select Campus Finances, then select Account Inquiry, then select Account Inquiry - Account Activity

Click the Activity link or a tab on any page.

Review all of the account activity that has transpired over a fixed period of time. Account activity can include any transactions that have been posted to the student's account, including charges, cash, checks, credit card payments, financial aid, refunds, and so on. Administrators can suppress this page from appearing using the SF Institution Set setup.

Account Inquiry - Charges Due

SSF_SS_CHRGS_DUE

  • select Self Service, then select Campus Finances, then select Account Inquiry, then select Account Inquiry - Charges Due

  • Click the Charges Due link or a tab on any page.

Review all outstanding charges and deposits incurred to date, including charge details. Administrators can suppress this page from appearing to the student using the SF Institution Set setup.

Account Inquiry - Payment History

SSF_SS_PMT_HIST

select Self Service, then select Campus Finances, then select Account Inquiry, then select Account Inquiry - Payments

Click the Payments link or a tab on any page.

Review all payments posted to the account. Administrators can suppress this page from appearing to the student using the SF Institution Set setup. Administrators can select whether pending payments will appear on this page and whether students are permitted to drill down through posted payments to see which charges were reduced by those payments.

Account Inquiry - Pending Financial Aid

SSF_SS_PEND_FINAID

select Self Service, then select Campus Finances, then select Account Inquiry, then select Account Inquiry - Pending Financial Aid

Click the Pending Aid link or a tab on any page.

Review pending or anticipated aid that has yet been posted to the account. Pending financial aid amounts can be viewed by all terms or by specific terms. Administrators can suppress this page from appearing to the student using the SF Institution Set setup.

Access the Account Inquiry - Account Summary page (select Self Service, then select Campus Finances, then select Account Inquiry, then select Account Inquiry - Account Summary).

Image: Account Inquiry - Account Summary page

This example illustrates the fields and controls on the Account Inquiry - Account Summary page. You can find definitions for the fields and controls later on this page.

Account Inquiry - Account Summary page

Field or Control

Definition
Charges Due

Click to access the Charges Due page.
Due Now and Future Due

The amounts that appear are based on the parameters that are set up in the Days in future for 'due now' field on the Institution Set page. The formula used to calculate the value in the Due Now field is any charges incurred through today's date plus the number of days specified. The formula used to calculate the value in the Future Due field is any charges incurred after today's date plus the number of days specified.
Past Due Balance

This amount represents charges that were incurred through yesterday (current date minus 1).

See Defining Basic Institution Set Parameters.

What I Owe Table

The columns that appear in the What I Owe table are based on the allocation level that you specified on the Institution Set page. An administrator can suppress the Pending Payments and Pending Financial Aid columns.

Remittance Addresses

The address that appears is based on the location that you selected on the SF Business Unit page.

Access the Account Inquiry - Account Activity page (select Self Service, then select Campus Finances, then select Account Inquiry, then select Account Inquiry - Account Activity).

Image: Account Inquiry - Account Activity page

This example illustrates the fields and controls on the Account Inquiry - Account Activity page. You can find definitions for the fields and controls later on this page.

Account Inquiry - Account Activity page

Students can filter account activity by campus and term for specific dates or a range of dates. Additionally, students can use Find to search for specific transactions.

Access the Account Inquiry - Charges Due page (select Self Service, then select Campus Financials, then select Account Inquiry, then select Account Inquiry - Charges Due).

Image: Account Inquiry - Charges Due page (1 of 2)

This example illustrates the fields and controls on the Account Inquiry - Charges Due page (1 of 2). You can find definitions for the fields and controls later on this page.

Account Inquiry - Charges Due page (1 of 2)

Image: Account Inquiry - Charges Due page (2 of 2)

This example illustrates the fields and controls on the Account Inquiry - Charges Due page (2 of 2). You can find definitions for the fields and controls later on this page.

Account Inquiry - Charges Due page (2 of 2)

This page shows three different views of the student's outstanding charges due: a summary of charges by due date, details by due date, and details by type of charge. Click the Details by Due Date region or the Details by Charge region to see the details.

Field or Control

Definition
Details by Due Date

Expand this region to view charge details by due date.
Details by Charge

Expand this region to view charge details. Students can filter these by term.
Invoices Due

Expand the Invoice Due region to view invoice details.

Viewing Details by Due Date

Note: The system displays charges by date within a term.

Image: Details by Due Date region

This example illustrates the Details by Due Date region.

Details by Due Date region

Viewing Details by Charge

Image: Details by Charge region

This example illustrates the Details by Charge region.

Details by Charge region

The system displays charges based on the selection in the View By field.

Field or Control

Definition
View By

Filter the charges due by campus and by term.
multiple

If a charge has multiple due dates, click this link to check those dates.

Viewing Charges Due Details by Due Date

Image: View charges due details by due date example

This example illustrates viewing charges due details by due date.

View charges due details by due date example

Viewing Invoices Due Detail

Image: Invoices Due region

This example illustrates the Invoices Due region.

Invoices Due region

View information about invoices that are due.

Viewing Invoice Detail

Image: Invoice Detail example

This example illustrates viewing invoice detail.

Invoice Detail example

Access the Account Inquiry - Payment History page (select (Self Service, then select Campus Finances, then select Account Inquiry, then select Account Inquiry - Payments).

Image: Account Inquiry - Payment History page

This example illustrates the fields and controls on the Account Inquiry - Payment History page. You can find definitions for the fields and controls later on this page.

Account Inquiry - Payment History page

Students can filter all posted and pending payment activity by date.

Field or Control

Definition
Paid Amount

Click to view the specific charges paid by this payment.

Access the Payment History - Charges Paid by this Payment page.

Image: Payment History - Charges Paid by this Payment page

This example illustrates the fields and controls on the Payment History - Charges Paid by this Payment page. You can find definitions for the fields and controls later on this page.

Payment History - Charges Paid by this Payment page

Click the Return to Payment History link to return to the previous page.

Access the Account Inquiry - Pending Financial Aid page (select Self Service, then select Campus Finances, then select Account Inquiry, then select Account Inquiry - Pending Financial Aid).

Image: Account Inquiry - Pending Financial Aid page

This example illustrates the fields and controls on the Account Inquiry - Pending Financial Aid page. You can find definitions for the fields and controls later on this page.

Account Inquiry - Pending Financial Aid page

View pending financial aid amounts by all terms or by specific terms.

Field or Control

Definition
Financial Aid

Click to access financial aid information.

See Understanding Financial Aid Self-Service .