How to delete a charge or credit in Student Billing 7

Once a charge or credit has been added to a record and saved, the transaction may still be deleted if necessary. This is true even with posted transactions. If a charge or credit is deleted prior to posting, no adjusting entries will be needed to offset the General Ledger accounts since the transaction has not hit the General Ledger yet. However, if the charge or credit has been posted, the process will be the same, but the user will be prompted for reversal information (such as the reversal post date) when deleting.

Article Number: 43016

Products:

Student_Billing

Open the record and select the Activity tab.
Select Activity from the View drop-down menu.
Highlight the charge and click Delete on the action bar.

Note: If the generated transactions have been posted, you will be prompted to enter the date for reversing entries to post to General Ledger.

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