Billing System Notes
General
Activity in Workday and Nelnet is dynamic, updating immediately and reflected in the other system.
International credit cards or wires and domestic wires are made using Flywire (see Actions).
Payments cannot be accept by phone or email.
Goat Bucks can be added through the GET App (see Actions).
Workday
Make an ACH (bank account) payment at no fee.
- Requires student or third party to Set Up Payment Elections (found in the Finance app under My Account).
- Student ACH Payment only allows 1 account to be elected at a time. This is the account that will appear in Make a Payment.
ACH Payment Using Multiple Accounts
Students and third parties can do this in Workday by editing payment elections.
- Add accounts: Multiple accounts can be added, viewed, and edited in the Workday Finances app. Under Account choose Set Up Payment Elections. Under Accounts press the Add button to enter account information to be used for payments.
- Payment elections: Make a Payment uses the account designated in Student ACH Payment. Use the Edit button to change this to a different account.
- Make a Payment: In the Workday Finances app under Account choose Make a Payment.
- Payment Description = Electronic Payment (ACH)
- Payment Type = choose type.
- Payment Amount = same amount as Due Now by default, but you can type in the amount you choose to pay.
- Payment Election = account the payment is coming from (at the bottom of the screen).
- Press OK to make the payment.
- To make the next payment from a different account:
- Return to Set Up Payment Elections.
- Under Payment Elections, for Student ACH Payment click Edit.
- Change the item under Account, then click OK to save. Now when you go to Make a Payment, it will use that account.
Payments by credit/debit card are directed to Nelnet.
Student or third party leaves Workday for Nelnet when making a credit/debit card payment.
Nelnet
- Students can log in through Workday > Finances, under My Account; third parties can use the link in the initial email from Nelnet.
- Students must grant third party access for someone to make a credit card payment or enroll in the payment plan on your behalf in Nelnet.
- Make a credit card payment (2.85% fee on amount paid).
- Degree candidates can set up an automatic payment plan by
- ACH (bank account) at no fee
- Credit/debit card 2.85% fee on amount paid
- ACH (bank account) at no fee
- Nelnet cannot accept paper checks.
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Process
- Students grant access to view bills using Friends & Family in Workday (see instructions in the Related Article: Friends & Family). Students can make an ACH payment in Workday. Credit/debit card payments are directed to Nelnet.
- In Workday, students can open Finances, then click Nelnet.
- In Nelnet, students can:
- make credit/debit card payment
- set up a payment plan using ACH or a credit/debit card (degree candidates)
- authorize a party to pay bills on their behalf
- make credit/debit card payment
- After students authorize a party to pay on their behalf, an email is sent to the authorized party to set up an account in Nelnet.
- After an authorized party is set up in Nelnet, the authorized person can:
- make a credit/debit card payment
- set up a payment plan using ACH or a credit/debit card (for degree candidates)
- make a credit/debit card payment
Authorization Note:
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1. Use Nelnet as a Student & Add an Authorized Party
Use Nelnet as a Student
To access Nelnet, in Workday, open Finances, then click Nelnet.
You will be presented with the option to purchase the tuition insurance plan, administered through GradGuard. You will be asked to review a Refund Policy Acknowledgment and elect to purchase or decline the tuition insurance, this will not be applied to your student account it is a separate payment/transaction. If you decline, you will be asked to confirm your decision.
Nelnet Screenshot of GradGuard Tuition Insurance Refund Policy Acknowledgement From the Nelnet Home page, you can:
- Add an Authorized Party
- Make a Payment (see section below)
- Set up a Payment Plan (see section below) if you are a degree candidate
Screenshot of Nelnet Payment Activity Add an Authorized Party
On the Nelnet Home page, click Add an Authorized Party.
Click the checkbox to Include details that make up my balance.
You will be prompted to enter the person’s information and to set an Authorized Party Authentication Question – you can enter a word or phrase that you should then communicate to the person you are authorizing. The person you are authorizing will be prompted to enter this word or phrase when setting up an account.
Notice that you can also Deactivate access.
The authorized party will receive an email from Nelnet Campus Commerce with a subject line of Authorized Party Invite from <your name>. See the Use Nelnet as an Authorized Party section for more information on creating an account.
Screenshot of Nelnet Email Message to Authorized Party Third Party Can't Access Nelnet?
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2. Use Nelnet as an Authorized Party
Create Your Nelnet Account
You will receive an email from Nelnet Campus Commerce with a subject line of Authorized Party Invite from <student name> containing a link to Nelnet.
Your student will also provide you with a word or phrase to enter under Authorized Party Authentication Question when you create your Nelnet account.
From the Nelnet Home page, you can Make a Payment or Setup a Payment Plan. Please see the sections below for instructions on these activities.
Notice that you can also choose to receive text messages.
Screenshot of Nelnet Payment Activity Click View Details to see Payments Made (All, Successful, Unsuccessful) and any Changes.
Screenshot of Nelnet Activity Details Including Payments Made On the Nelnet Home page, click Transaction Details to see more information from the bill in Workday. Notice that you can Make a Payment from this page.
Nelnet Screenshot of Current Account Activity with Make a Payment Button
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3. Make a Payment Using Nelnet
Students and authorized parties can make a payment.
From the Nelnet Home page, click Make a Payment. Notice that this can be used to make a payment to a student account or to pay rent.
Enter an amount and click Next - Payment Method and enter the required information to complete the transaction.
Nelnet Screenshot of Make A Payment Including Payment Method Button
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4. Set up a Payment Plan Using Nelnet
Degree candidates are eligible for payment plans. Students and authorized parties can set up a payment plan.
From the Nelnet Home page, click Set up a Payment Plan, then click Begin to provide information, clicking Next to advance through the pages.
On the Contact Information page, you can Edit details and change an address. Note that this will only change this information in Nelnet.
On the Amount Due page, enter any amount under Total. Note that if charges change, the amount due will be updated and you can update future payments. Click Next.
On the Plan Options page, with radio button next to Automatic Payments selected, click Next.
Nelnet Screenshot of Payment Plan Options On the Payment Details page, you can Add Bank Account or Add Credit Card. Notice that the credit card payments include a service fee. Once added, an existing option can be selected. Click Next.
Nelnet Screenshot of Payment Details On the Payment Schedule page, you will see details on upcoming payments.
Nelnet Screenshot of Payment Schedule Click Next to Review & Authorize. When finished, click Authorize.
Notice that in Payment Activity, you can use the Actions button to make changes to the plan, including adding a new plan owner.
Nelnet Screenshot of Payment Activity