Payment Processing / Regenerating Invoice PDFs

Each time you retrieve payments in BillPay or receive payments from STUDENT BILLING home screen button, invoices pdfs need to be regenerated so the payment will be reflected on the invoice pdf. You then republish the invoice pdf in BillPay so the parents will see the payment on their invoice.

Follow the steps below to regenerate and republish invoices after receiving payments:

Payments from BillPay Version 2

Payments from BillPay

1. Open BillPay
2. Click the Retrieve Payments button.
3. You will have a found set of payments that have been created in STUDENT BILLING.
   Click one of the green arrows to the left of one of the IDPayments.
   This will put you in the Payments Domain, List view, with a list of just the payments that you have just retrieved.
4. Click Main icon and review the allocations in the Main view.
5. When satisfied that the allocations are in order, click the Go to Related Invoices button.
6. Click Generate Invoice PDFs for Found Set.
7. Click Go To Related Accounts in BillPay.
8. Click Publish.

Payments from Receive Payment window

1. Click Receive Payments on Home screen.
2. Enter todays payments.
3. When finished, navigate to the Payments List view.
4. Do a Find for today’s payments by clicking Find and enter today’s date in the Payment Date field, or do a Find for a date range, (9/1/2015…9/25/2015) or right click and Constrain a found set on a particular date.
5. Click Go to Related Invoices.
6. Click Go To Related Accounts in BillPay.
7. Click Publish.

Payments from BillPay Version 1

Payments from BillPay

1. Open BillPay
2. Click the Retrieve Payments button.
3. Click Process Payments button.
4. You will have a found set of payments that have been created in STUDENT BILLING.
   Click one of the green arrows to the left of one of the IDPayments.
   This will put you in the Payments Domain, List view, with a list of just the payments that you have just retrieved.
5. Click Main icon and review the allocations in the Main view.
6. When satisfied that the allocations are in order, click the Go to Related Invoices button.
7. Click Generate Invoice PDFs for Found Set.
8. Click Go To Related Accounts in BillPay.
9. Click Publish.

Payments from Receive Payment window

1. Click Receive Payments on Home screen.
2. Enter todays payments.
3. When finished, navigate to the Payments List view.
4. Do a Find for today’s payments by clicking Find and enter today’s date in the Payment Date field, or do a Find for a date range, (9/1/2015…9/25/2015) or right click and Constrain a found set on a particular date.
5. Click Go to Related Invoices.
6. Click the Generate Invoices Button.
7. Click Go To Related Accounts in BillPay.
8. Click Publish.