Billing System Notes

Begin with Your Account
Please check your account as a starting point. For example, if you are not charged for health insurance, you do not need to waive it.

Workday

  • Make an ACH (bank account) payment at no fee. Requires student to Set Up Payment Elections (found in the Finance worklet under My Account). 
    • Note: ACH payments use the current term in Workday, but payments will apply to the correct, upcoming term (e.g., Summer term is used, but will be correctly posted to the Fall).
    • Receipts: when an ACH payment is processed the page will return with the receipt. Printing this page is recommended, since a receipt is not emailed.
  • Payments by credit/debit card are directed to Nelnet. (Student leaves Workday for Nelnet when making a credit/debit card payment.)
"Banner Balance Conversion" 
This is how balances brought over from Banner will appear in Workday.
Pending Aid
Pending Aid includes payment plan payments.

Nelnet (formerly TMS)

  • 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 (2.75% fee on amount paid).
  • Degree candidates can set up an automatic payment plan by
    • ACH (bank account) at no fee
    • Credit/debit card 2.75% fee on amount paid
  • Nelnet cannot accept paper checks.

General

For Fall 2021, payments will be over 5 months, beginning July 2021.

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).

  • Process

    1. 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.
    2. Students use their WPI credentials to log into Nelnet from Workday > Finances, under My Account.
    3. 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
    4. 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.
    5. 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)
    Authorization Note:
    Nelnet authorization is a separate task from Friends in Family in Workday.  
  • 1. Use Nelnet as a Student & Add an Authorized Party 

    Use Nelnet as a Student

    Use the link in the WPI Hub to log into Nelnet with your WPI credentials. 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?
    Students can remove and re-add the third party in Nelnet. The Bursar's Office cannot remove or change any payer in Nelnet. (In Workday, you cannot remove/re-add a third party, unless you use a different email address.)
  • 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
  • 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
  • 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