Collections Guide

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

Audience: Student Financials staff

Collections Checklist

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

Steps QRG Occurrence
Payment Reminder As Required
Enrollment Cancellation As Required
Drop Reminder


As Required
Place Service Indicators for Preventing Collection As Required
Run Credit History Monthly
Put in Collections (PS) / Assign Collectors Monthly
Letter 1 (30 Days) 30 Days
Initiate Contact
As Required
Payment Plan/Collection Agreement (PS) As Required
Payment (Partial or Full) As Required
Release Hold (Full Payment)
As Required
Run Credit History
Monthly
Put in Collections (PS) / Assign Collectors
Monthly
Letter 2 (60 Days)
60 Days
Payment Plan/Collection Agreement (PS)
As Required
Payment (Partial or Full)
As Required
Release Hold (Full Payment)
As Required
Run Credit History
Monthly
Put in Collections (PS) / Assign Collectors
Monthly
Letter 3 (90 Days) Final
90 Days
Payment Plan/Collection Agreement (PS)
As Required
Payment (Partial or Full)
As Required
Release Hold (Full Payment)
As Required
Run Credit History (120 Days includes no online payment SI)
120 Days
File to External Agency
120 Days
Payment (External Agency)
As Required
Reverse (If Payment Received)
As Required
Payment (Partial or Full)
As Required
Write-Offs As Required

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