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.

1. Go to Financials > Billing Control.

2. In Site Name enter the institution's name that appears on the statements.

3. Enter the Address of the institution that appears on the statement.

4. Click Save.

Generate billing statements in batch

1. Go to Student > Student Finder.

2. Select the desired criteria to return the population for which you want bills generated.

3. With the selected students returned, click Export IDs to Reports.

4. Click For Page to generate bills only for the students listed on the current results page or For All to generate bills for all results.

5. On the confirmation popup, click OK.

6. Go to Faculty/Staff > SSRS Reports.

7. Sign in to reports.

8. Click Billing and Accounts Receivable.

9. Click Batch Statements.

10. In Database Code enter your database code.

11. In the Enter Your User ID box enter your Campus Cafe ID number.

12. In the Highest Billing Semester select a semester. Only charges, payments, awards, etc. associated with this semester or before will appear on the statement.

13. In the Enter Award Year for Financial Aid select a financial aid award year.

14. Select other desired criteria.

15. Click View Report.
    To export, click the disk icon; PDF is the recommended format for printing statements.