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Welcome to the Student Billing Support Roundtable

Welcome to the Student Billing Support Roundtable. Presenter: Kelsey Miller, Student Billing Customer Support Analyst The presentation consists of 3 topic sections We will discuss the material and then take questions between topics.

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Welcome to the Student Billing Support Roundtable

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  1. Welcome to the Student Billing Support Roundtable Presenter: Kelsey Miller, Student Billing Customer Support Analyst • The presentation consists of 3 topic sections • We will discuss the material and then take questions between topics. • The Q&A box in the Live Meeting window can also be used to ask questions at any time. • At the end, we will discuss other questions with the group. Please remember to state your name and organization before each question. • The presentation is available as a handout for review during the roundtable and will be available after the presentation.

  2. Student Billing Support Roundtable February 24th, 2010 Kelsey Miller, Student Billing Customer Support Analyst

  3. Topics • End of Year Processes • Copying Products and Billing items • Billing Items Missing from Configuration • Advance Deposit Workflow • How to Enter from a Payment • How to bill for an Advance Deposit • Date Options • Making Corrections • Modifying Billing Schedules • Voiding Payments and Deleting Advance Deposits • Issuing Refunds • Other Questions

  4. Appendix Knowledgebase Solutions • End of Year • How to copy items using a billing cycle • How to Copy Product and Billing Items • Product or Billing Item missing from Configuration • Advance Deposits Workflow • How to add and use Advance Deposits • How to add Advance Deposits with Payments • How do valid dates affect Advance Deposits • Making Corrections • How to modify a fee schedule in Student Billing 7 • How to void Payments • How to void a Deposit • How to issue refunds in Student Billing

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