There are a variety of ways to manage student financial information. Here's an overview of where you'll perform many common tasks:
Dashboard
The Profile > Financial > Dashboard shows an overview of the student's financial information—including invoices, payments, transactions, deposits, and tax forms. Because it combines "term agnostic" info with term-specific info, it presents a fairly complete picture of the student's financial activity. Key workflows here include:
- Adding and invoicing charges
- Recording customer payments
- Issuing refunds
- Adding financial locks
- Managing the default tuition schedule
By Term
Profile > Financial > By Term shows all financial information connected to a student in a given term—including charges, enrollment history, tuition schedule, refund policy, payment plan, and more. Key workflows here include:
- Managing tuition schedules, refund policies, and other items
- Adding and invoicing charges
- Charging tuition and fees
Financial Aid
Profile > Financial > Financial Aid shows the student's aid application and aid awards. Make sure you've walked through Financial Aid setup before you do anything here!
History
Profile > Financial > History collects all of a student's transactions, starting with the most recent at the top.
- Use the filter to see transactions of a particular type.
- Click the transaction # link to see the transaction page.
- Click the reference link to see the associated invoice or payment detail.
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