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.

Each student can have exactly one rule per semester, but the same rule may be applied to multiple students. 

Custom rules may only be utilized with the Billing Charges interface; they are not supported on the legacy Billing Rules interface.

Prerequisites

• None.

Required permissions

Create rule name

The rule name is used when creating a billing rule and assigning the billing rule to a student.

1. Go to Admin > STParm.

2. In Parameter Code enter BIRULE.

3. In Parameter Value enter a short code for the rule. For example, EX01 for Exchange Rule 1.

4. Click Add.

5. In Description a short description of the rule. For example, Exchange Rule 1.

6. In Long Description enter text to describe the rule. For example, Exchange Student Rule 1.
   
   

   Open

   

   Example of a rule name for exchange students.

7. Click Save.

8. Go to Admin > Refresh Data Cache.

Configure rule

You need to tell Campus Cafe what to charge students associated with the rule. For example, your exchange rule may assess an extra $500 a semester on students studying abroad.

This rule will apply only to students with this rule on in their session data.

1. Go to Financials > Bill Rules.

2. Click New Billing Charge.

3. Create a rule (see directions) and in Rule Code select the name of the rule.

4. Click Create.

Next steps: Assign billing rule to students

You can assign the billing rule you created to an individual student or group of students.