Tuition collection

Step by step

1. Identify invoice Billing Coordinator

   Use the milestone link, invoice number, amount and due date to identify the charge.

   • Use the milestone link, invoice number, amount and due date to identify the charge.
   • Updates Tuition billing, Certificates milestones

2. Review exception Billing Coordinator

   Find Overdue or Disputed billing items and confirm the collection owner.

   • Find Overdue or Disputed billing items and confirm the collection owner.
   • Updates Tuition billing

3. Resolve sponsor question Account Owner

   Use the client relationship to resolve a billing question with the sponsor.

   • Use the client relationship to resolve a billing question with the sponsor.
   • Updates Clients, Tuition billing

4. Record payment Billing Coordinator

   Mark the billing item Received after collection; the payment workflow triggers a Payment Record receipt for that app action.

   • Mark the billing item Received after collection; the payment workflow triggers a Payment Record receipt for that app action.
   • Updates Tuition billing, Operation receipts

5. Review cohort Program Manager

   Compare received and outstanding amounts with the engagement’s wider delivery and billing position.

   • Compare received and outstanding amounts with the engagement’s wider delivery and billing position.
   • Updates Cohort engagements, Certificates milestones

Billing Coordinator

, Account Owner, Program Manager.

These roles divide record preparation, human review and follow-up.

Agree a named substitute for an absent owner before the operating cycle begins.