CASHNet Student Manual

Version 1.0

07/26/17

ContentsCASHNet Overview3CASHNet Student Account Online (SAO)3Students: How to gain access to the CASHNet Student Account Online (SAO)3The Student Account Online (SAO) Home Page4View Bill By Term Link4“Your Account” Section4Pay link5Click here to make a payment link7“Your Recent Payments” Section9“eRefunds” Section12Enroll for eRefund12Editing an existing account13Adding additional accounts14If multiple accounts (Selecting the ACTIVE account to be used for eRefund)15Withdraw from eRefund16Re-Enroll in eRefund17“Parent PINs” Section19Creating a parent PIN19Parent PIN creation email notification20Parent login into student account21Parent view of student account22Adding multiple links to the parent account22Changing a Parent PIN access password (parent)24Changing a Parent PIN access password (student)24Deleting a parent PIN account26“Installment Payment Plans” Section27Enrolling in a payment plan27Viewing payment plan information and paying payment plan installments30“Saved Accounts” Section32“Account Details” Section33Additional Sections35Make a Payment35Help36Additional Resources37

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 the CASHNet Student Account Online (SAO)

1. Log in to https://mywings.unf.edu/ 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 cashier@unf.edu or (904) 620-2472 if you have any questions.

3. 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 the text box shown below. This is optional.

4. 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 student MUST 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.

5. 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.

6. 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”.

2.

2. 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.

3.

3. 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.

4. 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.

2. 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).

3. 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: noreply-cashnet@unf.edu

4. Sample transaction email provided below

5. If printing a transacton receipt, click in the”View Printable Receipt” link.

6. A new window will open in the browser (as shown to 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.

7.

7. 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.

2. 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).

3. 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.

4. 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.

5. 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

6. 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.

7. 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

8. 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 then select 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.

9. The student MUST enter all required information and click the “Continue” button.

10. If the student has entered/saved multiple accounts, the following screen will appear

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

11. 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.

12. 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.

2. 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.

2. 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.

3. 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.

4. 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.

5. The student will be prompted to agree to the terms and conditions and provide an electronic signature to complete eRefund re-enrollment.

6. 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.

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.

IMPORTANT: Please note the student MUST select the access level being granted to the parent. To allow the parents to login, view account information and make payments on student behalf, the first option (be allowed to log in?) MUST be selected.

If a student wants a parent to be notified when a payment plan installment is due, the second option (receive Installment payment Plan email notification) MUST be selected.

If a student wants a parent to be notified via SMS (text message) the third option (be allowed to receive SMS (text message)) MUST be selected.

Parent PIN creation email notification

2. The Parent/Guardian will receive an email communication with the necessary information to login into the student account (if such access was granted by the student following instructions above). Sample email provided below.

Email: The name of the student will appear in the email subject line (erased in this example for security purposes).

Parent login into student account

3. Once the parent/guardian access the link provided in email, the login screen will appear. Parent should provide the credentials provided in email. (Parent Pin and Password) and click “Login” to continue.

IMPORTANT: The CASHNet support team or the University of North Florida, have no access to parent PIN information, passwords and password resets. PARENT PINs functionality is created and fully managed by the student. Parents/guardians MUST follow instructions provided to sign into the student account online.

4. For security reasons, the parent MUST change the password the first time they login, by following instructions on screen provided.

5. Once appropriate credentials are provided, the parent/guardian MUST set a security questions. This information will be used if the parent needs to reset the password.

Parent view of student account

6. Once the login process is complete, the parent should be able to see the student account online (right). The “Account Details” section provides parents with the ability to change some settings such as the Parent PIN account password, the secret question or the text messaging options. The Parent can also add links to other student accounts (if they have been granted access to more than one student account)

IMPORTANT: Parents will not be able to access the student detail bill from this view. The “View Bill by Term” option is available ONLY to Students. If a parent/guardian wants to see the student detail bill, the parent MUST access the bill via MyWings under the parent portal [Need link to instructions on this]

Note: Parents/guardian can follow steps described on this guide to make a payment to the student account.

Adding multiple links to the parent account

1. If a parent has access to more than one student account, the parent can add a link to the second student account view by navigating to the “Students Link” section and selecting the “Add New” link.

2. The following screen will be presented to the parent/guardian. Once the login information is provided, click “OK”

3. The parent will continue to be logged in into the initial account but will now have a second link on the “Student Links” section as shown below.

Second student account

First student account

4. The parent/guardian can navigate to each account by clicking on the student name. In the example shown right, the parent has clicked on the second student name and is now viewing that student account

5. Parents can remove a student link account by clicking in the “Remove” link next to the student account.

Changing a Parent PIN access password (parent)

6. Once logged into student account, the parent/guardian can also change their password by navigating to the “Account Details” section and selecting the “Change your password” link. The screen shown on the previous step will be presented to the parent/guardian.

7. The screen below will be shown to the parent/guardian. Parent/Guardian must enter old password, create a new password following the instructions provided and click the “continue” button.

Changing a Parent PIN access password (student)

8. Students can access the student account online and from the home page navigate to the Parents PINs section, then select the Parent PIN account to be changed by clicking the “Edit” link.

9. A new window will open. In the new window the student can click on the Reset Password link to rest the parent password. Please note, students or parents will not be able to change a Parent PIN.

10. The following warning will appear to the student. The student MUST click “Continue” to proceed.

11. Once action above is complete, the parent will receive an email communication to the email added to the Parent PIN account containing the new password. Sample email provided below. The subject of the email will read “Your password has been reset”. The sender will always be no-replycashnet@unf.edu.

Deleting a parent PIN account

Students can remove a parent PIN account by navigating to the student account online home page, navigating to the “Parent PIN’s” section and clicking in the “Delete” link next to the parent pin account name.

12. A popup window will appear, asking the student if sure that want to delete the parent PIN account. Student MUST click “OK” to complete this action.

“Installment Payment Plans” Section

This section describes the payment plans functionality and the steps students with an eligible balance to enroll in a payment plan must follow to complete this process.

Enrolling in a payment plan

1. To enroll in a payment plan, the student will click on the name of the available payment plan (usually only one payment plan will be available at the time).

2. A new browser window will open (see right) to display the payment plan enrollment information. The first section in the new window, will provide the student with a view of total amount eligible for a payment plan, as well as a description of what the student needs to pay to enroll in the payment plan, and the amount calculated (as of the time the student accessed the account) to be paid for the second and third payment installment.

3. The second section of this view shows the student the payment plan enrollment terms and conditions. Students must check the agreement notice and enter the electronic signature (Student ID) to continue the enrollment process.

4. The Student will select a payment method and enter payment information.

IMPORTANT: Foreign Currency is not an allowed payment method for payment plans

5. After submitting payment information, the student will be presented with the service fee transaction as shown below. The student must check the box to agree for the service charge to be added to the transaction in order to proceed with the payment. Once checkbox is selected, click on “Continue”.

6. The student will have the opportunity to review the transaction (and cancel if needed) before submitting payment

7. Once the Submit Payment button is clicked, a review of the transaction is displayed to the student. A payment confirmation is also sent to the student email.

Note: if the student would like to provide access to a parent or other person to submit payments or access the Student Account Online, the student could use the link provided on this page to setup access. Please refer to the “Parent PINs” section of this guide for additional details.

Viewing payment plan information and paying payment plan installments

8. The student can return the Student Account Online anytime to view payment plan information by accessing the “Installment Payment Plan” section in the home page and clicking in the view you payment plan link as shown below (payment plan name will vary, based on academic term).

9. The following view will be presented to the student

10. If the student has past due charges, they must be paid before enrolling in a payment plan. The student can click on the “Click here” text to pay outstanding charges

11. A new screen will show up for the student to make the payment. Please note the outstanding balance will be prepopulated for the student already

12. Once the student has paid all outstanding balances, the student will be able to return to the home page and enroll in the payment plan.

“Saved Accounts” Section

This section will show any saved account information

The student can use the add functionality to add new accounts, or use the Edit | Delete functionality as needed.

“Account Details” Section

This section provides students with the ability to provide information to CASHNet to send text notifications.

A SMS code will be sent to the Cell phone provided. The student will

The following conformation will appear

The student must select for which events they receive communications via SMS

The student can always change this setting by: clicking on the “Account Details” section in the Student Account Online Home page and clicking on the “SMS Alert Setup”.

The SMS events page will appear. Students can change which events trigger SMS notifications by selecting/deselecting options and clicking “Save”

Students can also use the click “here” link on this page to make changes to the provider, cell phone number or to complete withdraw from receiving SMS messages.

Additional SectionsMake a Payment

This link will take the student to the payment page. Students will see a list of current charges by categories. Students can enter appraise amounts in each category and proceed to make a payment as described in steps in sections above.

Help

This section provides student with a link to a quick reference guide. Students can click on each topic to learn more.

Once students click on in one item from the list, a new window will pop-up. When done reading the help article, students can close the help window by clicking on the “close” link or click on the “Help Home” link to return to the help menu.

Sign Out

Student should use this link to log off the Student Account Online when done viewing or processing information.

Additional Resources

For additional Resources, please visit the Student Financial Services website located at http://www.unf.edu/controller/cashiers/ or send an email to cashier@unf.edu

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