HOW TO SET UP AND USE EBILLING. May 2013

Transcription

1 HOW TO SET UP AND USE EBILLING May 2013

2 Important Information It is important that the ebill account for the student is set up and the student invites other payer for three reasons: 1. We will not be mailing any paper bills to the student s home. 2. If there is no other payer, only the student will receive the bills and will be expected to pay the amount due. 3. Due to FERPA regulations (Family Privacy) we cannot discuss account information to anyone other than primary payer (student) and other payer.

3 Access the Site You can access the site in two ways: 1. You will receive an that a bill is ready and it will include a link to the ebill site or 2. Go to the CC website, search for student accounts and click on the orange link Please click here to sign up and/or access your online billing account

4 This is a link to the site

5 The first time the STUDENT will click on New User and create an account. It is important that the student set up an account FIRST. The parents will also create the account under New User Be sure to click Login box do not just enter

6 Setting up account 3 steps Parents will need their student s ID Be sure to check accept terms box Student Parent/Other Payer

7 Be sure to click accept This is parent sign up You will receive the activation ID once the student has invited you

8 Done creating, now login When finished creating an account you will be returned to the login page. Click the Login Button remember DO NOT just hit enter it puts you into a never-ending loop!

9 Login After setting up account, next time enter User Name and Password Be sure to click Login This will bring you to the first page of the ebill site Recent Activity. Be sure to write down username/password somewhere you can find it.

10 Notice 5 tabs at top of page

11 Viewing the ebill When first logging in, you are directed to the recent activity tab. Click on the Colorado College Recent Activity link to view "current" transactions

12 This shows activity since last ebilling

13 You can also pay here

14 Paying on ebill site You can pay current balance or enter your own amount Enter your bank information here When done click Submit

15 Next tab is Bills All blue Colorado College Bill are links click to open a bill Click on the Colorado College bill link to view your detailed statement. The statement can be printed by scrolling to the bottom and clicking on printable PDF version. You only need to print page 1.

16 A Monthly Bill

17 Payment History Tab NOTE: Only payments made via the online billing site will reflect here

18 Tab 4 Tuition Pay Here you can set up a payment plan with SallieMae or if you already have one you can view your account

19 Enroll in Tuition Payment Plan

20 View Existing Accounts

21 My Profile Page Continue to next page

22 Continue to add information

23 What can be done on My Profile Add an account or change an account at this page STUDENTS this is where you invite a parent or other payer to access your account. The invitee(s) will receive an with an Activation ID which will allow them to set up their portion of the account. The Activation Code is available here for students to view and relay information to parents should they forget or lose the code. This is time sensitive and will expire if not done within 3 days.

24 Adding Bank Account Information

25 How to Pay You can pay directly on the ebill site Bill Summary click on pay now box Send a check directly to the College- Student Accounts 14 E Cache la Poudre, Colorado Springs, CO Pay on the Student Accounts page on the CC website (search Student Accounts then find Make a Payment ACH direct withdrawal from checking or savings. This verbiage may be on the bill: If you are mailing a check, PLEASE use the return envelope provided in the paper bill mailing. This is no longer applicable as we are no longer mailing paper bills and we no longer have a lockbox available through our bank.

26 Final Notes The ebills DO NOT update in real time. A recent activity load must be sent from our office we are planning to do it nightly. Reminder that unless payment is made on the ebill site, the accounts will show as unpaid in the bill summary box. Since SallieMae manages both our ebill site and the tuition payment plan, we are using terminology to distinguish them. The ebill site will be online ebilling and the payment plan will be Tuition Pay. Helps everyone to know exactly which site we are referring to.