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Highlight or somehow identify failed payments in transaction list
On the student activity transaction list, if a payment has failed, it should appear differently than other transactions. I understand the post status is marked as Do Not Post, but on a quick scanning of the activity list, it looks like an unapplie...0 Under consideration
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Add Note or Comment to Add Transactions to group
It would be great if we could add a note or a comment to a batch of transactions either in the Add workflow or in the Process History (Results or Drafts) as there are sometimes additional internal information that is important to record regarding ...0
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Add Attachment to Add Transactions to group
There are times when I want to review my source data for importing charges, credits, payments. It would be great to be able to add attachments to the "Add to group" workflow either during the workflow of add to group OR in Process History in eithe... -
Inactivate Alumni and Past Students whose accounts are paid up in full
1).Statements are still generated every time parents with current and past / alumni students select "View Statement". They find it frustrating when they have to scroll through multiple statements of students no longer at the school to see the stat...0
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Ability to manually edit Payment Plan
it would be super useful now as the payment plans are not getting calculated correcly in general. Even if this was fixed we have many families who need some type of adjustment to their plans.1
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Add User Id to Student Profile Header and to all lists
When importing charges to a group, the user id is required in the import file. But the student's user id is not visible anywhere in Billing Management. Billing clerks need to switch to Core to find the user id. Even when viewing lists of recent ch...0
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View-only access to Billing Management.
There should be a role option that permits view-only access to student accounts. Registrar staff need view-only access to answer family questions. Finance staff who handle reconciliation should only be allowed view-only access as a separation of r...0
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Ability to add staff and organization records for billing
Billing Management only allows records set as student (incoming, current, alumni) type, not staff or organization records. Our billing clients are not only students and parents, but also staff and organizations. We need to process charges and cred...1
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Add notes section to Enrollment Deposit
Some families have unusual payment methods for the enrollment deposit and a notes section will help make that clear. There may be a credit already on the account that was applied. They may have submitted payment through merchant services but it fa...0
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Blackbaud Merchant Services payment fees should be included in Billing Management
Blackbaud Merchant Services payment fees should be included in Billing Management somewhere so when you post Billing Management to the General Ledger (i.e. FE NXT), the payments are recorded net of fees rather than gross of fees. How it is current...0 Planned