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Separate Statement Periods from Billing Periods
The current system setup only allows statement periods, which become the billing periods. This may cause confusion to parents when they view statements. Billing periods are based on calendar months while statement date may not be the end of the mo...0
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Edit a payment - paid by field
We added an in-School payment and assigned it to a third-party payer, but we should have assigned the payment to a portal record instead (tuition was paid by a grandparent for whom we've created a portal record with parental access). We wanted to ...0
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Include UserID field
When creating any list in any sub-module, include UserID field/column (as opposed to Student ID), because UserID is the field used in imports0
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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. -
Ablity to default Billing Management to next year prior to end of school year
It would be handy for billing clerks to be able to default the school year to the one they are working in instead of having to flip it on each record when they pull it up.0
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Add credit card rate charge options
Currently Billing Management only allows for a flat fee or flat % when setting up Credit card convenience fees but the rates charged by Blackbaud Merchant Services are not a flat rate or % and Amex rate is different than Visa or MC. This causes us...0
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We need to be able to edit incorrect post dates in Billing Management.
We had the wrong post date set for manual billing of tuition/fees, and now can't correct it. We really need to be able to fix this.0
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Allow import feature with just the student ID
When adding a large amount of charges or credits, it would be helpful to allow Student ID to be the only unique identifier required. The student name is unnecessary and adds no benefit2 Already exists
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Failed/Missed Autopay payments should be distributed going forward according to payment plan
Instead of either making a manual payment to cover the missed one, or adding the amount to the next scheduled payment (so they're charged double), the amount should distribute across future charges according to their payment plan. This takes the w...0
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Add Charge to a Group based on Custom Publishable Field
We use custom publishable fields to capture a lot of information that doesn't already have a "home" on the student record. When adding charges to a group of students, we would like to pull from these custom fields. For example, we have a custom pu...