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Vote
Allow student to make payments on student account
Sometimes a student will use their own credit card or debit card to pay for items on their student account. Currently as the parents are the only ones who are listed as statement recipients, we get an error when putting in the student name as the ...
Created 26 Oct 21:01 by Guest
Blackbaud Billing Management / Student record
0
Needs review
5
Vote
Add any listed 3rd party payer to "Paid By" on "Add Payment by Student"
When adding a payment for a student the payers are listed just above the "Paid By" field which is very useful. Adding any 3rd party payers to this will save having to search for the payer name therefore helping with efficiency.
Created 20 Oct 15:36 by Guest
Blackbaud Billing Management / Student record
1
Needs review
5
Vote
Have the full student name on each billing page
The student name is not consistent on each of the billing pages. Sometimes it's the first and last name, sometimes it's the preferred name and last name. Please could we have the full name (first, preferred, last) in all cases as we have students ...
Created 06 Oct 19:59 by Guest
Blackbaud Billing Management / Student record
0
Planned
6
Vote
Allow more options for Notes and Actions
Notes and Actions do not record/save the person's info as to who added the notes or assigned the actions. Actions only have due dates, not initiation dates. We cannot add one note or assign one action to multiple records in bulk. Instead, we need ...
Created 30 Sep 20:11 by Jing Jin
Blackbaud Billing Management / Student record
0
Needs review
8
Vote
Payment Source
Currently the "Source" of a payment is a mandatory field of "In-Person" or "Phone". We don't have a use for this information but would like to be able to use this field to add our own payment sources such as the bank or payment software the paymen...
Created 02 Sep 18:24 by Guest
Blackbaud Billing Management / Student record
1
Needs review
4
Vote
Add a setting for billing status
In Student Billing, we can set up billing status (active, inactive, on hold) for accounts. Queries can be created based on the billing status, so we can perform different tasks such as sending statements and collect from active accounts only. Inac...
Created 01 Sep 14:35 by Jing Jin
Blackbaud Billing Management / Student record
0
Planned
9
Vote
Ability to globally change records
Please add a function that allows us to globally edit, delete, view, replace, add, swap or move fields on records. This is useful in updating records and fixing errors, esp. for batch charges/credits.
Created 31 Aug 22:03 by Jing Jin
Blackbaud Billing Management / Student record
2
Needs review
2
Vote
Staff should be able to view and edit past candidate transactions.
Sometimes incoming students cancel at the last minute, before they actually attend school. In those cases, they are withdrawn back to being "Past Candidates", because they were never actually students. This often leaves unhandled charges on their ...
Created 27 Jul 14:28 by Petra Hall
Blackbaud Billing Management / Student record
0
Needs review
5
Vote
At the top level, view financial aid for several years at the same time, similar to payment plans.
Being able to see a one-line summary of payment plans for multiple years is very useful. Being able to see a one-line summary of financial aid (with drill-down options) for multiple years would be even more useful. We are constantly reviewing indi...
Created 19 Jul 20:35 by Petra Hall
Blackbaud Billing Management / Student record
0
Needs review
3
Vote
Retain Billing Management parental access to Past students/alumni/graduated students
Students leave/graduate with balances, parents still need access to pay those balances.
Created 25 May 13:13 by Tony Block
Blackbaud Billing Management / Student record
1
Already exists
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