Student Financial Software (SFS) User Guide

 

System Administration

Manage your SFS system.



Manage Offers and Plans

Create and update payment plans.


Manage Payments

Make payments towards payment plans and refund a payment where your institution is the merchant of record.

Manage Payers

Create and find an individual payer.



eRefunds

Details and walkthroughs for eRefunds.



Real-Time Integration

Integration guides, details, and requirements for implementing a real time integration with your SIS/ERP.



Reports and Analytics

Create and export reports and view the dashboards.


Walkthroughs

Step by step instructions for different scenarios.


Training Videos

Training videos for the Student Financial Software (SFS)


Glossary

Glossary of SFS terms.