When I generate statements for a grade or a group, they are not alphabetized. It also generates 1 per responsible signer meaning that if there are 2 signers at one address the system generates 2 statements that are identical if the signers share a salutation. Has anyone developed a work around other that not generating…
I just noticed that when on a student's record (in Billing Management), the activity pane has a new toggle button that states, “Preview activity and print statements using the new balance calculations”. Does anyone know what this is for? I'm not sure what they mean by “the new balance calculations”. I've toggled the button…
Hi everyone, During audit time we discovered that Billing Management calculates aging based on the due date entered for the charge. For example, we could have a charge dated Sept. 30, posted Sept. 30, but due date of Oct. 15th. This charge will not show up in the subledger (AR Aging) in Billing Management as of September -…
When posting directly to the GL from Billing Management, has anyone experienced a failed batch without an error message? We have just implemented Billing Management and our first attempt to post to the GL resulted in a failed batch (2300 distributions), but there is no error message indicating the cause of the failure nor…
Can someone clarify what this is? I can’t find anywhere in the KB or forums here what this payment method actually refers to. #BillingManagement #paymentmethod #payments
We are transitioning to Blackbaud Tuition Management and would like to see how other schools introduced to shift to your families.
We are in the process of implementing Billing Management with a “go-live” date of July 1. Rather than spring this on families at the end of the school year, we’d like to start communicating with them now so they know that changes are coming. Is anyone willing to share their parent communications about Billing Management?…
Hi everyone! Has anyone “taken the plunge” and started to automatically post from Billing Management to NXT? We are curious to hear feedback from those who have started using it. Thank you in advance, Margaret
Does anyone know of a way to create a list or report of income expected from set-up Auto-Pays? We are trying to create an income projection (cash flow) report. I know this is a planned feature. I am wondering if anyone has found a work around in the meantime.
I would like the to have the ability to bill summer school separate from the normal school year billing. So if you were to go to the Family Main Landing page and look at the school year on the right side of the page, it would show summer and the year. This would be a great idea for a school like ours because will bill…
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