Generate Billing Statements in Batch
- Robert Lenk
- Chris Barrett
- Nate Parsell
About billing statements in batch
Though the student portal, any student with the right permissions may view his or her billing statement showing a list of charges, payments and pending financial aid.
Administrators may generate a batch of billing statements.
The design of batch statements is not customizable.
Video tutorial
Configure institution name and address on statements
This is a one-time configuration item.
Go to Financials > Billing Control.
In Site Name enter the institution's name that appears on the statements.
Enter the Address of the institution that appears on the statement.
Click Save.
Generate billing statements in batch
Go to Student > Student Finder.
Select the desired criteria to return the population for which you want bills generated. For example, to select only students with balances, select either an Amount Due or Actual Cash Balance threshold.
Amount Due assumes that outstanding financial aid will be disbursed. It subtracts the loan origination fee in the student's individual financial aid award. This is different from the billing statement that generates the origination fee based on the date of the student's first disbursement and fees supplied by Campus Cafe. For this reason, there may be differences between the amount due shown on the finder column and the billing statement.
Actual Cash Balance assumes no outstanding financial aid will be disbursed.
With the selected students returned, click Export IDs to Reports > For All.
On the confirmation popup, click OK.
Go to Faculty/Staff > SSRS Reports.
Sign in to reports.
Click Billing and Accounts Receivable.
Click Batch Statements.
In Database Code enter your database code.
In the Enter Your User ID box enter your Campus Cafe ID number.
In the Highest Billing Semester select a semester. Only charges, payments, awards, etc. associated with this semester or before will appear on the statement.
In the Enter Award Year for Financial Aid select a financial aid award year.
Select other desired criteria.
Click View Report.
To export, click the disk icon; PDF is the recommended format for printing statements.
