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Student Profiles: Financial > Dashboard

Profile > Financial > Dashboard shows an overview of the student's financial information—including invoices, payments, transactions, deposits, and tax forms.

The Profile > Financial view also includes sections for term-based financial info, financial aid applications and awards, and donations.

Actions

Here are the actions you can perform on the dashboard. Some of these are only available to use under certain circumstances—for example, if the student doesn't have a credit balance, you cannot use the Refund Credit Balance action.

  • Apply Financial Lock: During a financial lock, the student cannot be registered for Courses by anyone, nor will he be able to see his grades or transcript. Read more about locks on student accounts.
  • Invoice Pending: Read about invoicing charges here.
  • Print Statement: This creates a PDF showing all of the student's outstanding invoices and/or unapplied payments and credits.
  • Record Payment: This lets you record a non-Financial Aid payment. Read about recording payments here.
  • Refund Credit Balance: If the student has a credit balance, this option lets you refund it. Read about refunding credit balances in this article.

Pending Fees

Pending Fees have not yet been invoiced. At this point, you can still edit or delete them—but once they're invoiced, they'll be part of the permanent record.

Some of these fees may have been added by a Campus Life user (or triggered by a Campus Life action). Such fees can be edited or deleted on the Campus Life view, but can only be invoiced here on the Dashboard.

Adding a Fee

  1. Click add a fee.
  2. Select a fee.
  3. Enter or edit the (optional) description. The description will appear on the invoice.
  4. Enter or edit the amount.
  5. Click Save to add the charge.

Click to edit or delete a fee. You can only edit while the fee is still pending; once you invoice it, you can't make any changes!

Unpaid Invoices

Click an Invoice # to view that invoice's page.

Unapplied Payments/Credits

If the student has any unapplied payments or invoice credits, you'll see them here.

Click the reference # to view the payment's transaction details.

Click Apply to use the payment or credit. This works just like recording a payment.

Recent Transactions

This panel shows the 20 most recent transactions that affect the student's account. You can see a complete transaction history in the History view.

Summary and Pay Now

Profile > Financial > Dashboard > Summary

The summary shows you:

Overdue: The sum of all the student's unpaid charges on invoices whose due date has already passed.

Due by: Charges on invoices with upcoming due dates. Due by amounts shown above Pay Now figure into the Pay now amount; those below Pay Now are not counted in it.

Pay now amount: The sum of all of the student's overdue and coming-due charges.

  • This amount may be affected by payment plans and the Pay Now Cutoff setting in Financial > Settings.
  • If you see , then there is an unapplied payment, aid payment, or credit that affects the balance but may not affect this amount.

Total Balance: The sum of all the student's unpaid invoiced charges. This amount ignores unapplied payments/credits and pending aid. This article has a thing or two to say about paying down student balances.

Amount Due: The total amount the student owes you right now. This amount may be different from the balance...

  • If the student has a payment plan; the amount due will only reflect the next payment the student needs to make.
  • If the student has pending financial aid that will be applied to some of her unpaid charges.

Making a payment

If you have enabled online payments, you'll see the Make a Payment button. Click that to go to the Pay Now page, where you can see details of all the charges, enter payment details, and even set up a recurring payment (if enabled).

Your students will see these same options when making a payment.

Click Someone else paying? to get a link to the Pay Now page that you can copy and send to a third-party payer.

Default Tuition Schedule(s)

The default tuition schedule determines how Populi will apply tuition charges to this student when he enrolls in a course. While you can manually-add a default schedule here, this item is typically inherited from the student's academic program (which itself can be inherited from the application). This article describes how to automatically add default tuition schedules to your students.

A student can have multiple default tuition schedules.

  1. Click Add a default tuition schedule.
  2. Select a schedule from the drop-down.
  3. Click Save.
  4. Repeat these steps for as many tuition schedules as you wish to add.

When the student enrolls, this schedule will trigger tuition charges (and any fees that depend on this schedule). To see the particulars of the tuition charges, you'll need to look in the By Term view.

Deposits Held

If you've added any deposits to the student's account, you'll find them all here. Read more about processing deposits for the complete workflow.

Tax forms

1098-T (U.S.)

When you release 1098-T's to your students, you can come here to download the student's individual Copy B form.

By default, 1098-Ts are enabled for all students. However, IRS rules don't require that every student receive a 1098-T. If you'd rather Populi didn't generate a 1098-T for the student, click Disable.

T2202A and T4A (Canada)

Students at Canadian schools can download PDF copies of their T2202A and/or T4A forms.

Recurring payments

If you've enabled recurring payments, then the student and third-party payers can set up recurring payments on this student's account. These two panels show all recurring payments that have been received on behalf of the student, and any recurring payments the student has set up.

Click and select an option to manage a recurring payment:

  • Link to payer: If this recurring payment isn't yet linked to a person or organization, click this. Select Person or Organization and start typing a name. Select from the suggested results, or follow the prompts to add a new person or organization if they're not yet entered in Populi.
  • Show history: This shows a list of all payments made in this series, including links to the individual payment pages.
  • Change payment info/amount: Update any of the payment info details (credit card number, address, etc.) and the payment amount. You must fill in the entire form in order to save changes to any of this information.
  • Change schedule: Select a different day of the month on which to run the recurring payment transaction.
  • Pause/resume: This lets you pause the recurring payment, or resume one that you paused earlier.
  • Cancel: Cancelling a recurring payment only affects future payments.
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