Collections Checklist

Purpose: Use this document as a reference for the collections process within Student Financials in ctcLink.

Audience: Student Financials Staff

Use the checklist below to confirm all steps have been completed.

Steps Navigation Occurrence
Payment Reminder
As Required
Enrollment Cancellation
As Required
Drop Reminder
As Required
Place Service Indicators for Preventing Collection
As Required
Run Credit History Main Menu > SF > Collections > Credit History > Process Credit History Monthly
Put in Collections (PS) / Assign Collectors Main Menu > SF > Collections > Put Customers in Collection (Individual)
Main Menu > SF > Collections > Process Collections (Group)
Monthly
Letter 1 (30 Days) Main Menu > Campus Community > Communications> Run 3C Engine
Main Menu> Campus Community> Communications> Communication Generation 
30 Days
Initiate Contact Main Menu > SF > Collections > Collection Effort > Begin Customer Collection
Main Menu> SF> Collections> Collection Effort> Update Customer Collection
As Required
Payment Plan/Collection Agreement (PS) Main Menu > SF > Collections > Collection Agreement As Required
Payment (Partial or Full)
As Required
Release Hold (Full Payment)
As Required
Run Credit History Main Menu > SF > Collections > Credit History > Process Credit History Monthly
Put in Collections (PS) / Assign Collectors Main Menu > SF > Collections > Put Customers in Collection (Individual)
Main Menu > SF > Collections > Process Collections (Group)
Monthly
Letter 2 (60 Days) Main Menu > Campus Community > Communications> Run 3C Engine
Main Menu> Campus Community> Communications> Communication Generation
60 Days
Payment Plan/Collection Agreement (PS) Main Menu > SF > Collections > Collection Agreement As Required
Payment (Partial or Full)
As Required
Release Hold (Full Payment)
As Required
Run Credit History Main Menu > SF > Collections > Credit History > Process Credit History Monthly
Put in Collections (PS) / Assign Collectors Main Menu > SF > Collections > Put Customers in Collection (Individual)
Main Menu > SF > Collections > Process Collections (Group)
Monthly
Letter 3 (90 Days) Final Main Menu > Campus Community > Communications> Run 3C Engine
Main Menu> Campus Community> Communications> Communication Generation
90 Days
Payment Plan/Collection Agreement (PS) Main Menu > SF > Collections > Collection Agreement As Required
Payment (Partial or Full)
As Required
Release Hold (Full Payment)
As Required
Run Credit History (120 Days includes no online payment SI) Main Menu > SF > Collections > Credit History > Process Credit History 120 Days
File to External Agency Query (Those with B06 Indicators) 120 Days
Payment (External Agency)
As Required
WriteOffs* Main Menu > SF > Collections > Write Offs > Post Student Write-Off Set by College
Reverse (If Payment Received) Main Menu > SF > Collections > Write Offs > Reverse Student Write-Off As Required
Payment (Partial or Full)
As Required
WriteOffs* Main Menu > SF > Collections > Write Offs > Post Student Write-Off As Required
* Business Process set by the college to determine timing for Write-offs



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