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All statement recipients should receive notifications for auto-pay plans
Currently, only the parent/responsible signer who sets up an auto-pay plan receives notifications for that plan (plan activation, upcoming payments, etc). I believe the proper functionality (and what is indicated within the notification settings) ... -
Turn Off Notifications For Certain Groups
We have various types of students that we bill through Billing Management. One of our types of students are International Boarding. Statements are created through Billing Management and sent to agents outside of Blackbaud software. I know there ar... -
Ability to change the auto-pay notification sending date
Currently the auto-pay notification goes out 2 days before the draft. We need to be able to set this for a longer time before, say 10 days. -
True Account Balance (Outstanding Balance or Credit) on Merge Field
Currently, there is no way to send the amount due and the balance forward amount due in the same notification. This makes it difficult to include any merge fields that reflects the true outstanding balance for the parents. The system is currently ... -
Send a past due to all accounts with a balance once a month
The current Past due notification is capable of trigger a past due notification only if the account is X number of days due. Please add an option to trigger a notification to all accounts with a past due once a month. -
Add Past due balance notification exclusion to payment plans
In a payment plan, just like there is a setting to "Exclude from upcoming payment reminder notification " there should also be a setting to "Exclude from past due balance reminder notification". -
Statement Notifications: Need for System Triggers and Merge Fields
We need to be able to customize statement notifications to reflect our billing cycle. All charges are due in the same month they are incurred. We issue statements at the end of the month so, technically, payments are due the same day the statement... -
Add a merge field to show the account current balance in Upcoming Payment Due Notifications
In the upcoming payment due notification setup, the [amount_due] merge field only shows the amount due in the current month, not the account's current balance as of the send date. Can a merge field be added to show the current balance? This field'... -
Send notifications to targeted groups/lists and generate notification reports
Currently, there are only three types of notifications (online payment made, past due balance, upcoming payment due) available. Is it possible to add a general type for billing purpose? Notifications are sent to all people with amounts due. Can we... -
Add a Notification Trigger for the Begin Date of a New Statement Period
Currently we can only notify parents using the trigger of Upcoming Payment due, but we want to be able to notify parents of when a new Statement Period becomes active instead
