Create Student Receipts
Create a receipt to settle a student charge.
To access the page, from the Finances work area click the Student tile, search for the student, then click the name. From the student's account page, click Actions > Create Receipt.
When you create a receipt, you're essentially paying off a charge or fee. This activity calls the payment application process.
First, you need to set up these items:
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One or more charge priority mappings. You may have already set a charge priority mapping as the default.
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One or more student credits that use charge priority mappings. These credits must also be active.
Then, when you create a receipt, here are some things to note:
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In Receipt Method, the values you see are limited to the ones you set up for the academic business unit as well as the student credits you have created. Student receipt credits are treated as receipt methods.
When you select a receipt method, the list of eligible charges you see are based on the charge priority rules associated with the receipt method you selected. You may see different charges depending on the receipt method you use.
The payment application process will automatically populate the amounts for each charge based on the charge priority mapping configuration. If you update an amount that was automatically assigned, the payment application process automatically recalculates the other amounts.
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Override Charge Priority isn't selected by default. When selected, you will be able to add other charges that weren't a part of the original list of eligible charges.
This option gives you the flexibility to apply payments to other charges regardless of the charge priority mapping that's linked to the receipt.
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If you want to specify a lump sum, you can enter that value in Amount. The payment application process will then determine the amounts to apply to outstanding charges. The amounts are based on the charge priority rules of the receipt method.
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You can also enter specific amounts for each charge in Pay Amount.