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Fee Billing - Contacts 

Course overview

Take a detailed look at how you can manage billing contacts to ensure invoices are issued to the correct recipients.


This course is for anyone who will be responsible for raising invoices. 


25 minutes.


Basic iSAMS navigation required. It is recommended that you complete the course(s) below first:


Although accessible on all devices, this course works best on a desktop or laptop PC. A headset or speakers are recommended. 

Course contents

Billing Contacts

  • What is a Billing Contact?
  • Ready to Add a New Contact?
  • How to Add a New Contact
  • Now it's Your Turn to Practice - Add a Contact
  • Manage Contacts

Sharing Contacts

  • Billing Contacts and Siblings
  • Now it's Your Turn to Practice - Private Contacts
  • Assign Multiple Non Related Students to a Bill Payer

Billing Account Codes

  • Billing Account Codes

Invoice Preferences

  • Invoice Preferences
  • Now it's your turn to practice - Invoice Preferences

Bill Recipients

  • Additional Recipients
  • Send a Watermarked Copy of an Invoice

Data Cleanse

  • Review Existing Billing Contacts

What's included?

  • 9 videos
  • Trainers guidance
  • Try me scenarios

Add a Billing Contact

Invoice Preferences

Manage Contacts

Meet the instructor

Alex Rowan

E-Learning Content Developer
As an Content Developer who joined iSAMS in 2021, Alex has contributed to the creation of high-quality, engaging content with iUniversity.

Away from work, Alex enjoys spending time with her family and two dogs, playing football, and travelling.