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Administrator Guide
Last Updated: 2026-03-13
Create Student Payment Items

Create Student Payment Items

Configure the
Student Payment Event
 business process and security policy in the Student Financials functional area.
Security:
Set Up: Student Payments
 domain in the Student Financials functional area.
You can create payment items to represent the different types of payments students can make toward their charges. Payment items specify details about their associated payments, like:
  • The forms of payment accepted for the payment item, such as cash or check.
  • The refundability of associated payments.
  • Rules for applying associated payments to charges.
  1. Access the
    Create Student Payment Item
     task.
    You can also select
    Student Payment Item
    Copy
    from the related actions menu to copy an existing student payment item. Workday copies all configurable fields to the new payment item, which you can change. When you save the task, Workday validates that the name is unique and creates a unique ID for the item.
  2. As you complete the task, consider:
    Option Description
    Inactive
    (Optional) Select to prevent Workday from recording new student payments for this student payment item. This configuration doesn't impact any existing student payments associated with this student payment item.
    Valid Payment Types
    You can define and add forms of payment for each payment item.
    Classification
    Makes the student payment item available for special purposes in Workday. Examples:
    • Select
      Admission Deposit
       to use the student payment item in application action items for student deposits.
    • Select
      Payment Plan Payment
       to use the payment item for external payment plan payments.
    Ready to Auto-Apply
    Enables Workday to apply payments to charges based on the rules defined in the precedence group. When cleared, you must manually apply payments associated with the payment item to student charges.
    Refundable
    Enables Workday to generate refunds when student payments have an unapplied balance. See Refund Students.
    Record in Financial Assistance Repository
    Disbursable
    These fields have no downstream impacts in Workday. You can:
    • Ignore these fields.
    • Use them for your business purposes as needed.
    Use for Online Payments
    Enables students to use this payment item to pay online.
    Default Payment Amount
    Enter a default payment amount that populates when you use this payment item.
    Precedence Group
    Specifies rules for applying the payment to charges on the student's account.
You can use the
Find Student Payment Items
 report to access the payment item.