Include the BBMS reference “number” in the BBBM direct debit transactions (as it is for credit card transactions).

Without a key field that is shared between BBMS and Billing Management, reconciliation is a trial.

We need to be able to validate that all BBMS transactions have been correctly recorded in Billing Management. If the name on the credit card does not match the parent who made the payment (which happens, a lot) it can be difficult to reconcile.

  • Petra Hall
  • Jun 7 2022
  • Already exists
Blackbaud Billing Management / Payer portal
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  • Admin
    Kelsey Huijgen commented
    July 07, 2022 15:47

    Hello! The reference number from BBMS is already available in the Recent payments list as part of the Electronic Payment Summary column. Once you add that column to your list, you should be able to use the reference number shown there to match up both credit card and direct debit transactions.

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