Process an Individual Student to Collections

Purpose: Use this document as a reference for how to manually add a student to collections in ctcLink.

Audience: Student Financials staff.

You must have at least one of these local college managed security roles:

  • ZZ SF Collections

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Navigation: Student Financials > Collections > Collection Effort > Begin Customer Collection

A new account may only be created if Credit History has been processed. 

  1. The Customer Collection Effort search page displays.
  2. Enter the Business Unit.
  3. Select the Search button and the Demographic Information tab displays.
  4. Enter or search for the student ID.
    1. A confirmation message displays about creating a new Collection record.
    2. Select the Yes button and the Demographic Information tab displays.
  5. Select the Reason In field looking glass and enter PDA (Past Due Account.)
  6. Select the Save button.
  7. Process complete.
Demographic Information tab page

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial Via Panopto

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