---
schema_version: "1"
id: db49f642320f9f3dac3ec9b9c600d22203217728194eb60491f1dee7c9cce292
title: Student Financials
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_student_financials.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_student_financials.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ee5ab791018222533817027f30412aaf2cc30712eb5c9f892666f4b2d71c52d9
description: Bridge the gap between students and their financial accounts by setting up your fee management framework in Education Cloud. Load tuition and fees for each academic interval and apply fees to learning programs and courses. Additionally, you can incorporate the Students Financials agent to help students view their account balances, get a detailed breakdown of their fees, and obtain more information about a given fee.
products:
  - Education
release: "264"
---
# Student Financials

Bridge the gap between students and their financial accounts by setting up your fee management framework in Education Cloud. Load tuition and fees for each academic interval and apply fees to learning programs and courses. Additionally, you can incorporate the Students Financials agent to help students view their account balances, get a detailed breakdown of their fees, and obtain more information about a given fee.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud, <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;language=en_US&amp;type=5#revenue_licenses_areas_and_features__billing_features_by_license" target="_blank">Revenue Cloud Advanced, and the Revenue Cloud Billing licenses</a>.</td></tr></tbody></table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_important.png)

Important Student Financials requires the Education Cloud, Revenue Cloud Advanced, and Revenue Cloud Billing licenses. To increase the number of billing events, add the Revenue Cloud Billing Events add-on license.

For more information, see [Student Financials Agent for Education Cloud](https://help.salesforce.com/s/articleView?id=sfdo.ec_student_financials_agent_for_education_cloud.htm&type=5&language=en_US).

- **[Prepare Your Org for Student Financials](https://help.salesforce.com/s/articleView?id=sfdo.ec_prepare_your_org_for_student_financials.htm&release=264.0.0&type=5)**  
    Enable student financial account management options and configure the necessary permissions for students and staff.
- **[Define Fee Structure](https://help.salesforce.com/s/articleView?id=sfdo.ec_define_fee_structure.htm&release=264.0.0&type=5)**  
    Model student fees, such as tuition and meal plans, by using products grouped into price books. Associate these price books with specific academic terms or years to manage fees that change over time or vary by student.
- **[Compute Fees](https://help.salesforce.com/s/articleView?id=sfdo.ec_compute_fees.htm&release=264.0.0&type=5)**  
    Create academic orders for learners by using the Create Learner Order invocable action. Incorporate pricing resources into your workflows to set up customized academic order pricing.
- **[Refund Management](https://help.salesforce.com/s/articleView?id=sfdo.ec_refund_management.htm&release=264.0.0&type=5)**  
    Automate the end-to-end refund process for student financial accounts. When your students drop courses or reduce orders, Student Financials automatically identifies original invoices, settles credit memos against outstanding balances, and initiates payment refunds. Your students receive timely, accurate disbursements, and you maintain a complete audit trail for compliance.
- **[Set Up Payment Plans](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_payment_plans.htm&release=264.0.0&type=5)**  
    To help students meet their payment commitments, offer flexible payment options that spread tuition across multiple installments and match their financial accounts and debt situations. Configure monthly, quarterly, or custom schedules that match your billing cycles and automate payment collection through integrated gateways. Your students track their plan status and upcoming auto-debits in real time from the learner portal.
- **[Reconcile Student Accounts](https://help.salesforce.com/s/articleView?id=sfdo.ec_reconcile_student_accounts.htm&release=264.0.0&type=5)**  
    Save staff time with automated account reconciliation that offers granular control and visibility. Provide students with a view of their financial obligations through a unified dashboard on the learner portal. To reduce administrative inquiries, students can access invoices, running balances, and full payment histories in one place. Students can also initiate payments and track their financials.