Guides

We've developed a series of video tutorials to help you understand Charges, Payments (What to Pay, When to Pay and How to Pay), Registration Holds and even how Financial Aid is applied.

Share My Information is our own reporting mechanism whereby a Mustang Supporter can see similar information that the student sees through their Cal Poly portal. This can include Student Account Balances, Due Dates, Financial Aid and even Grades (if elected by the student).

Watch the following videos put together by our Student Solutions Support team to learn about Money Matters in your Cal Poly portal and how to access and/or share financial information with your Supporters.

• New Student Introduction

  Here our Student Solutions Support Specialists introduce themselves and the video series.
• Charges Overview

  A few quick tips on basic charges for Registration-Tuition, Housing and Dining ... and how those balances may appear on Money Matters.
• Housing and Dining Charges

  A few quick tips on Housing and Dining Charges and their payment schedule (which is different from Registration-Tuition).
• Financial Aid Overview

  A quick overview of the Financial Aid Process - Aid is Offered, Accepted and then Disbursed. What does that all mean? We explain.
• How to Pay - Students

  How to access the Student Payment Portal and make payments for Tuition-Registration, Housing or Dining.

  NOTE: The CASHNet Online Payment System has been updated to a new look. Some images in this video may not match exactly what you see in your payment portal. We are working on an updated guide.
• How to Make a Partial Payment

  When you go into the Payment Portal (Student or Supporter), you don't have to pay the full balance. Here's how to make a partial payment towards Tuition-Registration, Housing or Dining.

  NOTE: The CASHNet Online Payment System has been updated to a new look. Some images in this video may not match exactly what you see in your payment portal. We are working on an updated guide.
• Give Your Mustang Supporter Access

  A few quick tips on how to keep your Mustang Supporter connected to what's going on in your Student Account - so they can see what's due when and make payments.
• Set Up "Authorize to Release (FERPA)"

  How to set up Authorize to Release and provide expressed consent for us to share financial information with your Mustang Supporters.
• Set Up Share My Information

  How to set up Share My Information Reports so your Mustang Supporter(s) can see Charges, Due Dates, Financial Aid and more - just like what you see in Money Matters and your Cal Poly portal.
• Set Up a Supporter Payment Portal

  How to Set Up your Mustang Supporter with access to their own Payment Portal.
• Direct Deposit for Refunds

  When there is a credit balance on the Student Account (either from excess Financial Aid or a personal payment in excess of charges), the credit can be refunded. Setting up Direct Deposit for Refunds insures that the money gets back to the student as quickly and safely as possible.
• Registration Holds and Past Due Balances

  When a financial obligation is past due, a Registration Hold is placed on the Student Account preventing the student from adding or changing classes.
• Class Cancellation

  If you do NOT have Financial Aid and have a past due balance prior to the beginning of the term, you may be subject to Class Cancellation - and have all your enrolled classes dropped.

We have put together a full outline of everything you need to know to be an awesome Mustang Supporter and help your student with the financial part of their university education at Cal Poly. There are four videos in the set presented by our Solutions Support Facilitator in Student Accounts.

• Introduction - Overview

  If you only have time to watch one video, this is the one to watch. We outline great resources available to both students and their supporters as well as the one, very important Rule of the Road when it comes Cal Poly and Student Accounts.
• What, When and How to Pay

  This video presents an overview of payment options, how charges post to the account and how to manage due dates.
• Financial Aid Primer

  An overview of the Financial Aid process and how Financial Aid is applied to Student Account Balances.
• Review and Supporter Punch List

  A quick review of some of the more unique terms used in Student Accounts and Financial Aid and a punch-list of important dates and tasks to start off the fall quarter in good standing.