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Step 3 of the AR Invoice Cycle
- On the Student Billing homepage, run the Charges Awaiting Split report and review the results.
- If all looks good, click on the Process Existing Charges link under the Charge/AR Processing section on the Student Billing homepage.
- Select Option Code 2, Split Installment Items.
- Specify a School Year
- Specify an Invoice Type
- Click Add Process Existing Charges (this step prepares the charge items to be split into installments).
- Next, click on the Actions button and select the Process Existing Charges action (this step actually splits the charge items into installments).
- Run the Unposted Student Charge report to verify the charges have been split. Note: you’ll likely need to specify criteria that will limit the report results to only those transactions you just created (e.g. Input Date and/or Input User as criteria). You should notice that all charges initially presented in the report from step #1 above have been replaced with two or more installments; but with grand total amounts that are equal.
Step 4: Mark Charges Ready to Invoice (Batch)
Step 5: Add PCI’s to AR Invoices (Batch)
Step 6: Post AR Invoices
Read more about Step 1 and Step 2 of the AR Invoice Cycle here.