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Administrator Guide
Last Updated: 2024-09-20
Set Up Online Payment Options for Students

Set Up Online Payment Options for Students

Set up credit card and direct debit options for student payments. Workday supports integrations with third-party payment vendor platforms for credit card and direct debit payments. Alternatively, you can use Workday to process direct debit payments.
  1. Access the
    Configure Student Payment Options
     task.
  2. Select whether your institution accepts credit card payments, direct debit payments, and their processors.
  3. (Optional) Select prenote statuses to block.
    When a prenote returns with the status of
    Error
    , the student must update their payment elections. When you haven't selected an override payment type for errors, Workday rejects the refund, requiring you to process it manually.
  4. Click
    OK
    .
  5. (Optional) When using
    External
     card processing:
    1. Click
      Configure Integration System
      .
    2. Select the third-party payment vendor integration in the
      Integration System
       field.
  6. (Optional) Select the
    Hide Payment Fields on Make a Payment Fields for External Processor
     check box on the
    Student Payment Settings
     tab.
    When your institution selects this check box and uses an external payment processor for debit and credit card processing, Workday hides these fields on the
    Make a Payment
     and
    Make a Payment as Third Party
     tasks:
    • Payment Description
    • Payment Type
    • Payment Amount
    • Currency
    When your institution selects this check box and uses a Workday-delivered integration and an external payment processor, Workday displays the
    Payment Description
     and
    Payment Type
     fields. When the student or proxy selects a payment using:
    • A Workday-delivered integration, the
      Payment Amount
       and
      Currency
       fields display.
    • An external payment processor, the
      Payment Amount
       and
      Currency
       fields remain hidden.
  7. (Optional) Configure the integration settings for these options on their respective tabs:
    • Application Fee Payments
    • Admissions Deposits
    • Acceptance Fee Configurations
When students make credit card payments or direct debit payments through an external processor, Workday routes them to the website for the payment vendor to complete the payment. Once students complete the payment, they return to Workday.
When you process direct debit payments through Workday, students complete their payments without leaving Workday.