Student Payment Statements

Process Tab

Use the Process tab to filter the data and queue the batch job.

1. Specify the Selection Criteria to filter the records. The fields that are displayed will vary depending on the selected Type value.

   Balance Source The source of the student’s account balance that is displayed on the student payment statement. The options are "Overall Student Balance" and "Current Enrollment Balance". Campus Select the campus to generate student payment statements. The system will display only campuses which you have access. This field is enabled only if statement type is Batch. Closing Date Cutoff date used to gather transactions to be included in the statement. Exclude Auto-Draft Students Specifies whether to exclude payment plans that are configured for auto-draft. ID to Print Indicates whether you want to include the Student ID, Social Security Number, Enrollment Number, or None. Note: The ID is printed for each student selected for the report. Most reports have all three student IDs available to print on the report. The SSN is required on some reports. You must be authorized to view social security numbers (SSNs) and to select SSNs in the list. Reports about leads (prospects) do not have an Enrollment ID. The ID selection is not used for reports that do not list individual students. Program Versions The program version associated with the student or item.

   Shifts Select shifts associated with the students. Only students who are associated with the selected shifts will have statements generated. Start Date The first day the item takes effect or becomes active. Depending on the context of the associated record, the start date can also be the start of a time range, session, or activity (e.g., job, program, course, term, payment period, academic year, enrollment). From and To Student 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 Statuses Specifies the status of the prospect or student at your institution (school status). Statuses are configured by your institution and vary by institution. If you change the status for a student, a dialog is displayed so that you can confirm the change. If there are also tasks associated with the previous status, Anthology Student displays a dialog that you can use to select the tasks to keep and tasks to close with the result of canceled. The student’s status (e.g., Active) is determined by their status history and activation units. A populated Version Start Date does not automatically flip a student to Active unless paired with appropriate status progression. You can use the status values to filter student records in lists/grid, processes, and reports. The status for an alumnus can be complete or graduated. Type Indicates whether the bill or statement is for a single student or for a batch of students.

2. Under Print Options, select the items that you want to include in the statement.

   Account Balance The date when the last payment was made. Enrollment Information Indicates that enrollment information should be included or omitted based on your selection. Interest Balance Balance of interest that remains to be paid.

   Payment Coupon Indicates whether a Payment Coupon is available when printing a master invoice. If configured, the Remittance Address will be used on the return coupon when the Payment Coupon check box is selected. Principal Balance Indicates whether you want to show the payment plan's principal balance on the statement. Truth-In-Lending Statement Indicates whether you want to include the Truth-In-Lending statement in the payment statement. The statement associated with the Truth in Lending Act in Title I of the Consumer Credit Protection Act. This act requires clear disclosure of key terms of the lending arrangement and all costs. These regulations do not apply to lenders of student loans. Disclosure must be made of the following credit terms: Finance Charge, Annual Percentage Rate, Amount Financed, and Total of Payments.

3. Specify the Note.

4. Select the Next button. Anthology Student processes the selection criteria and expands the Results grid.

5. Review the values in the Results grid.

   Account Balance The date when the last payment was made. Program Version The program version associated with the student or item. Start Date The first day the item takes effect or becomes active. Depending on the context of the associated record, the start date can also be the start of a time range, session, or activity (e.g., job, program, course, term, payment period, academic year, enrollment).

   Student 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 Number 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. Student Status Specifies the status of the prospect or student at your institution (school status). Statuses are configured by your institution and vary by institution. If you change the status for a student, a dialog is displayed so that you can confirm the change. If there are also tasks associated with the previous status, Anthology Student displays a dialog that you can use to select the tasks to keep and tasks to close with the result of canceled. The student’s status (e.g., Active) is determined by their status history and activation units. A populated Version Start Date does not automatically flip a student to Active unless paired with appropriate status progression. You can use the status values to filter student records in lists/grid, processes, and reports. The status for an alumnus can be complete or graduated.

6. Select the Queue Statement button.

7. In the Queue Batch dialog, review or change the name of the batch and select the Queue button.

Anthology Student processes the batch to generate payment statements.

When the batch completes, Anthology Student displays the results on the History tab.

History Tab

For batches that you created to generate payment statements, you can use the History tab to review the status of all the batches, review the results of specific batches, and manage the batches.

Batches on this tab are available for 28 days by default. Anthology Student removes them after 28 days. If you need to keep the information for a batch, use the Export () button on the toolbar.

1. Review the values in the Batches grid.

   Campuses 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. Cancelled Indicates whether the batch process was canceled or the date and time when the batch was canceled. Blank if the batch was not canceled. Closing Date Cutoff date used to gather transactions to be included in the statement. Duration The amount of time it took to process the job or batch. File Path The file path for a generated file, the location where an export file is stored, or the path for internal and external transfers for both Azure Cloud and FTP. Id The ID assigned to the item or institution by Anthology Student when it was added to the system. Last Retry Indicates the details of the last attempt made to retry batch processing. Shows the date and time when the Deleted jobs within the batch were last resubmitted for processing. Blank if a retry has never been requested.

   Name The name of the item (e.g., data set, batch, job, process, task, person, organization, entity, file). Number of Records The number of records in the batch. Started The date and time when the first job within the batch started executing. Status A status of Preparing indicates that the jobs in the batch are still being created or are waiting on the system resources required to create them. Started indicates that the batch has been started. (At least one job in the batch is Enqueued, Processing, Succeeded, or Deleted.) Succeeded indicates all jobs in the batch have been executed, and ALL job statuses are Succeeded. Completed indicates all jobs in the batch have been executed; some jobs may be in the Succeeded status, but at least one of the jobs is in Deleted status. Awaiting indicates the batch is awaiting the completion of a dependent job or batch. Deleted indicates that the batch has been canceled. Submitted By The name of the staff member who submitted the background job or batch for processing. Type Indicates whether the bill or statement is for a single student or for a batch of students.

2. Select the name of the batch in the list. Anthology Student displays the details for the job in the Job Results grid.

3. Review the values in the Results grid.

   Account Balance The date when the last payment was made. File Path The file path for a generated file, the location where an export file is stored, or the path for internal and external transfers for both Azure Cloud and FTP. Job Created The date and time when the job was added to the background job queue. Job Started The date and time when the job was pulled from the queue and started executing. The start time for a job will be the same time or later than the start time for the batch. Job Status The status of the job. Enqueued indicates the job is in the queue waiting to be executed. Scheduled indicates the job is scheduled to run at a future time. Processing indicates the job is running. Succeeded indicates the job was completed with no errors. Deleted indicates the job was completed with errors.

   Program Versions The program version associated with the student or item. Start Date The first day the item takes effect or becomes active. Depending on the context of the associated record, the start date can also be the start of a time range, session, or activity (e.g., job, program, course, term, payment period, academic year, enrollment). Student 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 Number 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. Student Status Specifies the status of the prospect or student at your institution (school status). Statuses are configured by your institution and vary by institution. If you change the status for a student, a dialog is displayed so that you can confirm the change. If there are also tasks associated with the previous status, Anthology Student displays a dialog that you can use to select the tasks to keep and tasks to close with the result of canceled. The student’s status (e.g., Active) is determined by their status history and activation units. A populated Version Start Date does not automatically flip a student to Active unless paired with appropriate status progression. You can use the status values to filter student records in lists/grid, processes, and reports. The status for an alumnus can be complete or graduated.

4. To print statements for the selected batch, select the Print Statement button.

   Anthology Student will download the PDF file for the batch. You can open the PDF file to print the student payment statements for all students in the batch or for students of your choice.