SF Collections End-to-End Checklist

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

Audience: Student Financials staff.

Steps 1 through 4: These steps vary by task and some can be integrated into later steps.
Steps 5 through 6: These steps are the actual steps of processing through the ctcLink Collections module.
Step 7: This step sends collections communications based on previous steps.
Steps 8 through 9: These steps are follow-up actions that may occur based on your internal collections business process.

1. Message Center - Tuition Due Reminder Notice

2. Enrollment Cancellation - Drop for Non-Payment

3. Generate Student Statements

4. Assign Service Indicators

5. Process and Review Credit History

6. Put Students in Collections

7. Send Collections Communications

Don't forget to send your 30, 60, and 90 day communications!

8. Create an Internal Collection Agreement

9. Process Student Write-Offs

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