View Student Billing Statement
- Robert Lenk
- Chris Barrett
- Nate Parsell
About student billing statements
The student billing statement summarizes all charges, payments and financial aid for a student to provide a balance due (or refund amount). You can also configure Campus Cafe to include payment plan information on the statement.
Administrators and students can view a bill within Campus Cafe and click a button to generate a printable version.
From the statement administrators can also make an online payment.
Prerequisites
Configure the billing statement design.
If accepting online payments, configure a third-party payment processor (Authorize.net or PayPal).
Required permissions
Module | Number | Description |
|---|---|---|
My Info | 222 | Student may view their own statement |
My Info | 1264 | Show sponsor billing on student’s own statement |
Global | 375 | View a student’s statement |
Student | 1263 | Show sponsor billing a student’s statement |
Student Financials | 649 | Produce a statement formatted for printing |
View billing statement
You can include a link to the statement from the student portal.
Administrators may view a student’s statement by following the below directions.
The bill filters and options work the same for both students and administrators.
Go to the student’s profile.
Go to Person Selected > Billing Statement.
Show transactions within a range of semesters
In Select By select Semester.
Select a Begin Semester and End Semester. Campus Cafe shows transactions including and between these semesters.
Click Submit.
Show transactions within a date range
In Select By select Date.
Select a Forward Date and End Date. Campus Cafe shows transactions including and between these dates.
Click Submit.
Show unposted transactions
You can tell Campus Cafe to let administrators or students see transactions you’ve recorded in Campus Cafe but haven’t yet posted to student accounts or your general ledger through cash batch or bill batch. Non-posted transactions don’t have a date and are labeled as unposted.
You’ll only see this option if you’ve configured Campus Cafe to allow it.
Use caution if deciding to allow students to see unposted transactions. These transactions may not have been reviewed. Students and administrators should be informed about the potential for these transactions to change.
Select Include unposted.
Click Submit.
Display of adjustments
A student’s bill may be adjusted as they change their class enrollments. For example you may charge a student tuition and course fees but refund all of them if the student drops before a certain date.
Campus Cafe posts all charges and adjustments to the student’s statement to preserve history and detail how the amount due was calculated.
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