Generate contract fees when processed

Billing clerks determine what criteria must be met before required fees are generated for students; Billing clerks can opt to override this automatic behavior and instead manually generate charges throughout the school year.

To get started, hover over Billing in the navigation and select Billing years. Select Edit Billing year.

Under Generating fees, automate generating fees by enabling Automatically generate charges when a contract is returned and processed; leave this setting unchecked if Billing clerks should manually generate fees throughout the school year.

Determine how the charge date and due date for each fee is set:

• Set charged on dates using :

  • the date contract is processed

    The date the contract is processed in Enrollment management.

  • a specific date

  • Specific date and then the date the contract was processed

    Enter a date under Generate charges using this date. Charges generated up to that date use the date you entered. After that date, charges use the date each contract was processed.

• Set due dates using:

  • using the charge due date defaults

    Required fees are all due based on the default charge date setting (e.g., the 5th of the following month). A default charge date must be set to use this option.

  • a specific date

Under Set due dates using, choose additional options for how charges are generated:

• Apply open payments and credits when generating charges

  Unapplied payments and credits from the current academic year are applied to newly created charges for the upcoming year.

• Skip payment plan installments that have already occurred

  Installments that were already due are skipped when the payment plan is created, so charges are added only to future installments. Enrollment deposit credits and financial aid credits set to follow the payment plan are not generated for skipped installments.