Cancel, Delete, or Re-Expect Student Payments

You can cancel and delete student payments for student payments. You can also reschedule (re-expect) canceled payments in a student payment schedule.

Student payments can be canceled, deleted, or re-expected from more than one module in Anthology Student. They can be re-expected from: 

  • Financial Aid
  • Student Accounts

Use the table to determine the method to use.

Action Action By Anthology Student Can Be Re-Expected?
Cancel The record remains on the list, but it is not paid by the student or agency. Yes
Delete The record is permanently removed from the list and it is not paid by the student or agency. No

Prerequisites

You must have:

  • Common - Student - View authorization

  • Either Financial Aid - Student Award - Edit authorization or Student Accounts – Payment Schedule – Edit authorization

If your institution has configured permissions for fund sources, you must also be in a staff group that has permission to edit the fund source.

If your institution has configured permissions for fund sources, you must also be in a staff group that has permission to edit the fund source. See Fund Source Security.

To cancel or delete a payment, it must have a status of Scheduled.

To re-expect a payment plan, it must have a status of Pending, Approved, or Estimated.

Access Methods

Select the Students tile > select the name in the Students list > expand Financial Aid > select the Awarding tile > Awards tab.

Select the Students tile > select the name in the Students list > expand Student Accounts > select the Payment Schedule tile.

Procedure to Cancel or Delete Payments

When you cancel or delete a payment, keep in mind that:

  • The number of payments in the list must match the value you specified for Number.

  • The total of all payments must match the value you specified for Gross Amount.

  • A minimum of one payment is required.

  1. The action you take first depends on your location.

    Locations Action to Take
    Awards tab
    1. Verify that the program version is correct. If not, select the specific program version in the Program Version list.
    2. Select the year in the Academic YearClosed The academic year configured by your institution. list.
    3. Select the record for the payment schedule in the list.
    Payment Schedule list Select the record for the payment schedule in the list.

  2. Select the Scheduled Payments tab.

  3. The action you take depends on how many payments you want to cancel or delete.

    Result Action to Take
    Cancel a specific payment
    1. Select the record for the payment in the list.
    2. Select the Re-expect Payment button on the toolbar.
    Cancel all payments
    1. Select the Batch Status Change button on the toolbar.
    2. In the dialog, select Scheduled in the Current Status list.
    3. Select the Cancel Payments button in the dialog.

    Delete a specific payment

    1. Select the record for the payment in the list.
    2. Select the Delete button on the toolbar.

The result depends on the action you took.

Action Actions by Anthology Student
Disbursement in List Status of the Award Additional
Cancel The status is changed to Canceled, but the record remains in the list. If all the other disbursements have a status of Canceled, Anthology Student changes the status of the award to Canceled.

When you save the award, if the:

  • Number of payments in the list is different from the number specified, Anthology Student prompts you to change the number of payments.
  • The total of the payments does not equal the value for Amount, Anthology Student asks you if you want to update the value for Amount.

Deletes Permanently removed from the list. Anthology Student changes the Gross Amount to zero but leaves the award in the status of Approved.

Procedure to Re-Expect Payments

  1. The action you take first depends on your location.

    Locations Action to Take

    Awards tab

    1. Verify that the program version is correct. If not, select the specific program version in the Program Version list.
    2. Select the year in the Academic YearClosed The academic year configured by your institution. list.
    3. Select the record for the student payment plan in the list.

    Payment Schedule list

    Select the record for the student payment plan in the list.

  2. Select the Scheduled Payments tab.

    The number of payments in the list must match the value you specified for Number.

    The total of all payments must match the value you specified for Gross Amount.

    A minimum of one payment is required.

  3. The action you take depends on how many payments you want to reschedule.

    Number of Payments to Rescheduled Action to Take

    A specific payment

    1. Select the record for the payment in the list.
    2. Select the Re-expect Payment button on the toolbar.

    All canceled payments

    1. Select the Batch Status Change button on the toolbar.
    2. In the dialog, select Canceled in the Current Status list.
    3. Select the Re-expect Payments button in the dialog.