[ctcLinkfinaidsupport] SF Training: Third Party Contracts and Payment Plans

[Alec Risk]

Good Afternoon!

Please join for the SF Training: Third Party Contracts and Payment Plans session on September 7th from 9am to 11am.

This is an introductory-level session on Third Party Contracts and Payment Plans. Training is designed for new employees and individuals who would like a refresher on Third Party Contracts and Payment Plan basics. Some topics that will be covered are:


  *   Payment Plans
     *   Setup
     *   Dates/Effective Dating
     *   Self-Service
  *   Third Party Contracts
     *   Create/Assign Contracts
     *   Billing/Invoicing
     *   Copy Over
     *   Balance Review
     *   Effective Dating

Module(s): Payment Plans; Third Party Contracts
Primary Audience: Student Financials Staff; Third Party Contract Staff; Supervisors
Related QRGs:

  *   9.2 SF - Payment Plans<https://ctclinkreferencecenter.ctclink.us/m/92557>
  *   9.2 SF - Third Party Contracts<https://ctclinkreferencecenter.ctclink.us/m/92559>
Prerequisite Course(s)

  *   SF 100 - Tuition Calculation
  *   SF 101 - Cashiering
  *   SF 103 - Payment Plans
  *   SF 104 - Third Party Contracts
  *   SF 106 - Term Roll/Item Types/GL
Presenter/Facilitator: Alec Risk, SBCTC Student Financials Functional Trainer
Contact Name    Alec Risk
Contact Email     arisk at sbctc.edu<mailto:arisk at sbctc.edu>

This session will be recorded and added to the SF 103 (Payment Plans) and SF 104 (Third Party Contracts) Canvas Courses under the Additional Resources. Please note, in order to access Training Recordings, the specific Canvas Course needs to be completed. You can register for SBCTC Canvas Courses through the Accessing ctcLink Courses on Canvas<https://www.sbctc.edu/colleges-staff/it-support/erp-support/ctclink-training/accessing-courses-on-canvas.aspx> page.

The SF Training: Third Party Contracts and Payment Plans<https://www.sbctc.edu/calendar.aspx?trumbaEmbed=view%3Devent%26eventid%3D161777192> information can be found on the College System & SBCTC Calendar<https://www.sbctc.edu/calendar.aspx>.

Thank you,

[Compass]Alec Risk
M.B.A., M.S.M.L.
Functional Trainer - Student Financials
Washington State Board for Community and Technical Colleges
arisk at sbctc.edu<mailto:arisk at sbctc.edu>



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