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Student Billing Support Roundtable: Key Processes and Q&A Session

Join Kelsey Miller, Student Billing Customer Support Analyst, for an informative presentation on essential student billing processes. The session will cover topics such as end-of-year processes, billing item management, and advance deposit workflows. Attendees can submit questions during the presentation via the Q&A box. A handout with detailed information will be provided for review during and after the roundtable. Don’t forget to introduce yourself before asking questions. Enhance your understanding of student billing strategies on February 24th, 2010.

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Student Billing Support Roundtable: Key Processes and Q&A Session

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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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