Reverse Incorrect Payment - Individual Students

This function allows the users to reverse any incorrect payment for an individual student.

• Reverse Incorrect Payment.
• Verify Customer Account.

Reverse Incorrect Payment

Roles Involved: Class Teacher or Finance Officer

1. Main Menu > Student Financials > Charges and Payments > Reversals > Reverse Payment.

2. In the Find an Existing Value tab, enter the required value in the Business Unit field.

3. Click on the Search button.

4. Enter the required values in the Student ID and Term fields.

5. Click on the Search button.

Note: All payments posted in the student's account will be displayed.

6. Click on the Reverse button to the payment that you wish to reverse.

Note: It will directs to Reversal Detail page.

7. Enter the required values in the Item Effective Date and Reason for reversal (Description fields).

8. Click on the OK button.

Note: Reverse button will be greyed out.

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Verify Customer Account

Roles Involved: Class Teacher or School Admin

1. Main Menu > Student Financials > View Customer Account.

2. Enter the required value in the Business Unit field.

3. Enter the required student ID in ID field and click on the Search button.

Note: Payment Details of the student will be displayed.

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