Delete Billing Statements

Using the Delete Billing Statements feature, you can delete historical billing statements from the records. This action ensures that students can view only the current billing statements on the Student Portal.

Prerequisites

You must have:

  • Common - Processes - View authorization

  • Student Accounts – Processes – Delete Billing Statements - Delete authorization

Access Method

Select the Processes tile > expand Student Accounts > select Delete Billing Statements.

Procedure to Delete Billing Statements

  1. Filter the database records by entering the following value.

    Before Statement Closing DateClosed Indicates all billing statements before the specified date will be filtered. The displayed records can then be deleted.

  2. Select the Apply Filters button. Anthology Student displays the list of billing statements before the specified statement date.

  3. Review the following values.

    AR BalanceClosed The amount due for the statement period.

    CampusClosed The campus or campuses to which a person or item is assigned. It is filtered to display the campuses to which you have access. In some cases, it is also used to filter a list to only those items for the campus. In some lists, you can select more than one campus or select All. In lists that display columns, if the column contains more than one campus, you cannot sort or filter on that column.

    ChargesClosed The charges or adjustment amount.

    Closing DateClosed The end date for billing.

    Estimated FundingClosed Indicates the estimated funding.

    Payment PeriodClosed The payment period associated with the enrollment. Payment periods only apply to program versions configured with an academic year.

    Pending ChargesClosed Indicates that pending charges need to be included.

    Program VersionClosed The program version associated with the student or item.

    StudentClosed The last and first name of the student. In some lists, the name of the student is highlighted. If it is highlighted, you can select the link and it will display the Student Profile or a page available from the profile (such as their Documents list in Contact Manager). To display the Student Profile, you must have Common - Student - View authorization. If the link takes you to a page available from the profile, you must have authorization for that page. For example, if it displays the Documents list, you must have Contact Manager - Student Document - View authorization.

    Student NumberClosed If your institution assigns student numbers, the number your institution uses to identify the student. How the number is assigned is specified by your institution. For example, Anthology Student can be configured to assign the number, or your institution can use another method to assign it.

    TermClosed The available terms with start date and end date of each term. The start date must be before the end date of the award year.

  4. Select Delete. All the billing statements before the specified date will be deleted.