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About student-specific billing rules
Billing Charges lets you create billing rules that apply broadly to students. For example, you can charge $100 a credit to all English majors and $150 a credit to all civil engineering majors.
A student-specific billing rule assigned to a student further refines the criteria. For example, the overall billing rule charges $100 a credit to all English majors, but a student-specific billing rule adds an additional $75 charge for English majors who are exchange students. Exchange students have the rule applied in their session data.
Another example may be levelized, grandfathered or guaranteed tuition where the tuition structure is the same but the amount depends on when the student entered your institution.
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Custom rules may only be utilized with the Billing Charges interface; they are not supported on the legacy Billing Rules interface.
Prerequisites
None.
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Module | Number | Description |
|---|---|---|
System Admin | 113 | Create rule name |
Student Financials | 105 | Create billing rule |
Global | 304, 760 | Assign billing rule to student |
Create rule name
The rule name is used when creating a billing rule and assigning the billing rule to a student.
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Go to Financials > Bill Rules.
Click New Billing Charge.
Create a rule (see directions) and in Rule Code select the name of the rule.
Click Create.
Next steps: Assign billing rule to
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Billing rules are assigned by semester, allowing you to apply the rule to a student during one academic period but not another. For example, a student may only have an exchange student charge applied during the semesters they are studying abroad.
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Go the student’s profile.
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Go to Person Selected > Session Data.
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Next to the semester to apply the rule, click the pencil.
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In Billing Rule Code select the rule name.
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students
You can assign the billing rule you created to an individual student or group of students.