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Fee Billing Learning Pathway

Our carefully curated Fee Billing Blended Learning Pathway combines the very best of self study material and expert guidance.

The Fee Billing training covers your initial system setup, maintaining billing contacts in Student Manager, and managing charges and bills. Through a mix of Online Courses and guidance from your Finance Project Manager, you'll learn to use the iSAMS system effectively, ensuring key staff are ready from day one. The online courses can be repeated as needed to build confidence, and during consultancy sessions, you can ask questions and review real-life examples to solidify your knowledge. Sessions can be recorded and shared with your team for future reference. We recommend following the prescribed order and agenda for these sessions, as they are designed to ensure smooth data flow between modules.

To avoid any cancellation or transfer fees, please inform us as soon as possible if you need to modify your booked consultancy sessions. Note that a minimum of 7 working days' notice is required to cancel or reschedule training sessions.

Welcome Call to Discuss Basic Fee Billing Requirements & Configuration

Length: 1 hour 30 minutes 
Learn the basics of Fee Billing & configure your module

Manage Billing Contacts
Length: 61 minutes

Learn how to generate searches to identify students and manage students billing contacts to ensure invoices are issued to the correct recipients.


Accounts and Charges

Length: 69 minutes
Take a detailed look at how you can assign charges to students, so you can assign charges. 
 

The Invoice Process and Amendments

Length: 4 hours 10 minutes
Learn how to generate your invoices via the eight step invoice process and take a detailed look at how you can make amendments to invoices. 

Reports and Post Training Review

Length: 45 minutes
Learn how to generate built-in reports to help you keep track of your schools invoices. Use this opportunity to follow up on any of the Fee Billing training and ask any questions. 

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Meet the iUniversity Team

We've brought together a strong technical team to design our training courses:

Ellie Richardson

Ellie Richardson

Head of iUniversity

Alex Rowan

Alex Rowan

E-Learning Content Developer

Tyler Page

Tyler Page

E-Learning Content Developer