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.
- 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 5: Add PCI’s to AR Invoices (Batch)
Step 6: Post AR Invoices