CASHNet Student Manual

Version 1.0

07/26/17

Contents

CASHNet Overview

CASHNet Student Account Online (SAO)

Students: How to gain access to the CASHNet Student Account Online (SAO)

The Student Account Online (SAO) Home Page

View Bill By Term Link

“Your Account” Section

Pay link

Click here to make a payment link

“Your Recent Payments” Section

“eRefunds” Section

Enroll for eRefund

Editing an existing account

Adding additional accounts

If multiple accounts (Selecting the ACTIVE account to be used for eRefund)

Withdraw from eRefund

Re-Enroll in eRefund

“Parent PINs” Section

Creating a parent PIN

Parent PIN creation email notification

Parent login into student account

Parent view of student account

Adding multiple links to the parent account

Changing a Parent PIN access password (parent)

Changing a Parent PIN access password (student)

Deleting a parent PIN account

“Installment Payment Plans” Section

Enrolling in a payment plan

Viewing payment plan information and paying payment plan installments

“Saved Accounts” Section

“Account Details” Section

Additional Sections

Make a Payment

Help

Additional Resources

CASHNet Overview

The University of North Florida uses CASHNet as the payment gateway and e-Commerce solution. Students, staff, affiliates, and patrons can use the online payment system to submit electronic payments to cover charges related to the “user” relationship with the University. In addition, if permission is granted by the student, parents can also access the online payment system to view student account information, receive email communications related to upcoming events/datelines and submit payments on student’s behalf. The following user guide describes the main functionality CASHNet provides for UNF users.

CASHNet Student Account Online (SAO)

Students, parents, staff, affiliates, and patrons can use the Student Account Online (SAO) services to view account information (charges) and transaction information (payments, refunds, payment plan enrollment/status) and make electronic payments.

Students: How to gain access to theCASHNet Student Account Online (SAO)

  1. Log in to using your UNF provided credentials (N# and network password)
  2. Go to the “Student” tab find the “View and Pay My Bill” link
  3. The link will redirect you to the Student Account Online (SAO)

Note: If you are not a student, the link to View and Pay my Bill will appear under [need instructions for other user roles].

The Student Account Online (SAO) Home Page

  1. Once logged into the Student Account Online (SAO), students will see the following screen. This is the student home page. The sections below, describe each section/feature on the home page.

View Bill By Term Link

This feature has been added to the Student Account Online (SAO) to assist students in understanding their account charges. The information posted in the View Bill By Term, reflects detailed information on the student account, as it exists in our student financial system.

  1. From the Student Account Online (SAO) home page, click on the link. A new browser window will open. The new browser window will display the detailed student account.

[Need to add snapshot of what the student will see and instructions to download, save, print the student bill, etc.]

“Your Account” Section

This section provides the student with several features

IMPORTANT: Use this feature ONLY if you intend to pay your account current charges in FULL. You will be able to review the transaction before you complete payment, but you will not be able to target payments upfront. If you would like to see all your current charges by categories and target your payment and amounts for each category, please use the “Click here to make a payment” link in the Student Account Online homepage (as shown on steps below).

Pay link

  1. In the “Your Account” section, students can click the“Pay” link.
  2. The previous action will take the student to the following screen, where the student can enter a payment method and click the “Continue to Make Your Payment” link proceed with submission of a payment.

Notes:

  • Depending on the payment type selected, the student will be asked to enter payment information.
  • Please note, if using Foreign Currency as the payment method, additional delays in the processing of payments can be expected. Students should take this delay into account to avoid late fee charges. If using foreign currency. Please contact the Student Financial Services or (904) 620-2472 if you have any questions.
  1. The example below shows the steps to process a credit card payment. The student MUST enter all required information (marked with an *asterisk). Once all required information is entered, the student should click the “Continue to Make Your Payment” link.

Note: Users can save the payment method by entering a name in thetext box shown below. This is optional.

  1. If paying with a credit card, in the next page the student will be presented with a notification that credit card transactions are subject to a service charge fee that will be added to the transaction. The studentMUST check the required check box (as shown below)to acknowledge and agree to the service fee to be added to the transaction. The transaction cannot be completed if the agreement is not signed by the student.

Note: If the student wants to avoid a service charge fee, the student could use an electronic check as the payment type. No services fee charges are associated with this payment type.

  1. Once the service fee charge agreement has been singed (as described on step above), the student has the option/opportunity to “Review Charges”, “Cancel My Transaction”, or “Continue to Make Your Payment” by clicking in the appropriate button provided at the bottom of the page.
  1. If the student selects to proceed with the payment by clicking on the “Continue to Make Your Payment”, the student will be presented with a transaction review screen. In this screen, the student can see the charge amounts and the service fee added to the charges amount. The total amount reflects the amount to be charged to the student’s credit card or eCheck account. The student must click the “Submit Payment” button to complete the electronic transaction.

Click here to make a payment link

  1. From the Student Account Online home page, navigate to the “Your Account” section and click on the “Click here to make a payment link”.
  1. The Student Account Online will show a screen similar to the one shown below. In this screen, students can review all charges and credits in their account and determine what charges will be paid (and the amount to be paid) for each of the categories.

Note: If a student is enrolled in a payment plan, depending on when the account is accessed after enrollment in a payment plan, the student will also see upcoming payment plan installment information. This is described in the payment plan section below.

IMPORTANT: If the student has a question related to making a payment, the student can consult the “View Bill By Term” option described above to determine what charges should be paid first and the amount to be paid to avoid being placed on hold or receive a late payment fee.

  1. Once the student enters appropriate information (amounts to be paid for each category), click the “Make Your Payment” button to continue with the payment process.
  1. Follow payment instructions described on the Pay link section above to complete payment process and submit your payment.

Notes:

  • If the student has a saved a payment method, the student would be presented with the list of saved payment methods as an option, otherwise, the student will see the following screen.
  • If a charge, is marked with an *asterisk, the charge must be paid before any other payment is processed. In example above, the One-Third Payment Plan is marked as needing to be paid before all other charges are paid.
  • Foreign currency is not an allowed online payment method when making payments on a payment plan installment.
  • Targetted Payment Categories
  • Tuition and Fees
  • Meal Membership and Bookstore
  • Program
  • Parking
  • Housing
  • Child Development Center
  • Library
  • Student Travel
  • Refund/Salary Overpayment
  • Collection Charge
  • Returned Check
  • Miscellaneous Charges

“Your Recent Payments” Section

This section will allow students to review all transactions processed online via the Studnet Account Online portal. The home page view will show the three most recent transactions made to the student account using the payment system. To view all transaction, student should clcik on the “View All” link.

  1. The student can view detailed inforation on a spcefic tranasaction by cliking on the “View” link.
  1. The detailed view of previous tranasaction (07/21/2017 $850) is shown below.

Note: Students can email additonal transaction receipts to an email address by clicking in the “Email Another Receipt” link(show above).

  1. If emailing another transaction receipt, the following popup window will appear. In this window, the student can enter any email address. By default, the student email adress will appear in the popup window.

Note: All emails sent from CASHNet will come from the email address:

  1. Sample transaction email provided below
  1. If printing a transacton receipt, click in the”View Printable Receipt” link.
  1. A new window will open in the browser (as shownto the right). The student will need to click the “Print Receipt” link to print a transaction receipt. The student should click the “Back” button to return to the transaction detail page.
  1. Navigation: The student should click on the”Your Account” link at the top of the page to return to the home page or the “Back to List” button to return to the list of all recent payments.

“eRefunds” Section

This section allows students to enroll (or decline enrollment) for the electronic refund process, add a bank account during the enrollment process, add additional bank accounts as needed, edit bank account information,select which account should be used for eRefund,and withdraw from eRefund.

IMPORTANT: For proper processing and timely processing students should enroll in eRefund as early as possible. This will allow the system to validate all information needed to submit the electronic refund to the appropriate account when the refund process begins.

Enroll for eRefund

  1. To enroll in eRefund: Student should click in the “Click to enroll in eRefund” link in the eRefund section.
  1. A new window will open. In this window, the student will have the opportunity to enroll for eRefund or decline enrollment.Students should select the first option presented as shown below and click “Continue” to proceed with eRefund enrollment.

Note: The University of North Florida encourages students to enroll in direct deposit(eRefund).

  1. The following screen will be presented to the student next. The student must complete all fields (all fields are required- denoted by the * asterisk) and click “Continue” to proceed with eRefund enrollment.
  1. The next screen will show the information entered by the student. In this screen the student MUST agree to the terms and conditions provided by the University. The student will also have to electronically sign the terms and conditions by entering the Student ID in the electronic signature box provided and click “Submit” to proceed with eRefund enrollment.
  1. The following screen will be presented to the student after the eRefund enrollment process has been completed. The eRefund enrollment status is now showing as Enrolled. The student can use the navigation buttons provided to perform additional actions (edit account information, add a new account, navigate to the homepage, withdraw from eRefund).

IMPORTANT: Students can only have ONE active eRefund account. See adding additional accounts section below.

Editing an existing account

  1. Students can make changes to an existing account by clicking the “Edit” button on the form below,or by clicking the “Add New” link in the “Saved Accounts” section on the student account online home page.
  1. For checking accounts, the student will be able to edit information in the “Routing Transit Number and the account Holder name” fields. The bank account number CANNOT be changed. If the account number is different, the student must add and save a new payment method by using the “Add New” link in the “Saved Accounts” section on the student account online home page, or when making a new payment to the account.

Adding additional accounts

  1. Students can add additional accounts if needed, by clicking the “Add New” link in the “Saved Accounts” section on the student account online home page, or when making a new payment to the account. To add a new account using the “Add New” link in the “Saved Accounts” section on the student account online home page, the student will click on the “Your Account” link on top of the page, and thenselect the “Add New” link in the “Saved Accounts” section. The student will be presented with a new window, where the new payment method must be selected, hit “Continue” to proceed.
  1. The student MUST enter all required information and click the “Continue” button.
  1. If the student has entered/saved multiple accounts, the following screen will appear

If multiple accounts (Selecting the ACTIVEaccount to be used for eRefund)

  1. Students can use the newly added account as the ACTIVE account to be used for eRefund by clicking in the “Use for eRefund” link. The student will be asked to agree to the terms and conditions and provide electronic signature (N#) for this account before being able to use it as the ACTIVE account for eRefund.

IMPORTANT: Students can only have ONE active eRefund account.

  1. Please note the last account selected is now the account showing below the “Your current eRefund account” section.


Withdraw from eRefund

  1. Once enrolled for eRefund, students can withdraw from the electronic eRefund process by clicking on the “Withdraw from eRefund” link and selecting the second option, and clicking the “Continue” button.
  1. Once the action above is complete, a new window will display showing the current eRefund status.

Re-Enroll in eRefund

If a student enrolls for eRefund, then withdraws from eRefund, the Student can Re-enroll for eRefund, by following the steps below:

  1. From the Student Account Online home page navigate to the eRefund section and click in the “Edit” link.
  1. A new window will display showing the current eRefund status (Withdrawn). The student will be able to re-enroll in the eRefund process by clicking on the “Re-Enroll in eRefund” link provided and as showing below.
  1. The following screen will be presented. To Re-Enroll in electronic eRefund. The student must select the first option and click “Continue” to proceed with re-enrollment.
  1. The student will have the opportunity to select which saved account to use for the eRefund, by clicking in the “Use for eRefund” link for the desired account.
  1. The student will be prompted to agree to the terms and conditions and provide an electronic signature to complete eRefund re-enrollment.
  1. Students can use the navigation buttons to return to the Student Account Online home page. From the Student Accounts Online, the student can verify the eRefund enrollment status in the eRefund status.

“Parent PINs” Section

This section describes the steps students must follow to create a Parent PIN to allow parents, guardians and other authorized users to access the student account information.

IMPORTANT: The Banner Parent Portal, currently available to Parents (if student granted appropriate permission) is still available to parents. Within the Banner Parent Portal, the parent will be able to see two links (if the parent has been granted permission by the student).

  • Link to view the student Bill by Term
  • Link to CASHNet Parent Login site (Student must create parent pin as described in section below before parents can access the student account online in CASHNet)

IMPORTANT: A Parent PIN MUST be created by the student before it can be used. Parent PINs are created and fully managed by the student.

Creating a parent PIN

The student can follow these steps to create a Parent PIN:

  1. Login into you student account in CASHNet (sections above)
  2. Once logged into your student account online in CASHNet, on the home page navigate to the “Parent PIN’s section and click “Add New”. A new browser window will open.
  1. In the new browser window complete all information required (required fields are marked with an *asterisk). Complete optional fields if desired and click “OK” to continue.