Accepting a Student Account Payment from the Admin Portal

Accepting a

The Student Account Payment feature allows administrators to process transactions by billing a user's internal institutional account directly from the administrative portal. Its primary purpose is to seamlessly facilitate purchases, such as permits or lockers, for students who pay their parking fees through their central student tuition or university finance accounts. This article is intended for OPS-COM administrators.

Setup and Configuration

ToBefore Beginyou letscan selectaccept a student account payment, ensure this specific payment type has been created and enabled within your global payment settings.

For detailed instructions on configuring new payment methods, please refer to the Managing Payment Types page.

Using this Feature

Administrators can guide an unpaid item through the checkout process using a student's central account in just a few steps. The following example demonstrates this process using a permit purchase.

1. Navigate to purchase. In this case the adminspecific isuser's assigning a permit to a studentprofile and takinginitiate paymentthe viapurchase Studentor Account.

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   In(e.g., this example we are purchasingselecting a permit in the General Monthly Lot for Patricia Birch.Lot).

   

2. OnceChoose the lot has been selected, the admin can then choose aspecific permit to assign to the user.

3. Click onthe Purchase this Permit button to continue.

   

4. The payment due page will appear. Click onthe Proceed to Payment tobutton continue.

   

   The screen will refresh andon the adminsubsequent willpayment bedue presented with the Payment Selection section of the process.page.

   

5. In this case we have selected aSelect Student Account payment.from the payment method options on the payment selection screen.

6. Click the Submit Payment to continue.button.

   

7. The screen will refresh andReview the admin will beoptions presented withon the Payment Selection section of the process. In this case we have selected a cash payment. Click Submit Payment to continue.

   

   The Transaction Details screen will appear. There are three choices available.screen:

   • Process ManuallyManually: whichThis option will complete the transactiontransaction.

   • Cancel and KeepKeep: whichThis option will terminate the transaction but return the permit or locker to an awaiting payment status on the user's profile.

   • Cancel and ReleaseRelease: whichThis option will also terminate the transaction and release the permit or locker back into the pool of available lockersinventory.

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8. INClick ourthe example we will select Process Manually button to completefinalize the transaction.

   

Visual Cues and Status Indicators

• TheReceipt Generation: Once the payment willis besuccessfully processed andprocessed, the Transaction Detailsfinal screen will display a detailed receipt. Because the payment method isselected was Student Account, the item will be permanently marked and tracked in the system history as being paid byvia a student account.
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Best Practices and Considerations

Reconciling Funds: To ensure your institution's finances remain balanced, run a Daily Payments Itemized report canfiltered be run of daily payments filteredspecifically by the Student Account.Account payment type. This report canshould be provided to theyour financial department on a regular schedule to allow financethem to manually retrieve the appropriate funds from the central student account.accounts.

• Verify User Profiles: Always verify you are processing the transaction on the correct user profile before clicking the final process button. Because student account funds are handled internally, charging the wrong student profile can create complex administrative errors for your finance department to reverse.