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 is released. If, for any reason, we are delayed by even one day in issuing statements, the only notification we can use is the past due notice. When using this notification, the total account balance is not an available merge field so, even though we want to be able to include this information, it is not an option.


If there was an option to send a statement notification on a customized date (when all statements are ready for review) without needing a "system trigger", it would be great. Also, every statement notification, regardless of trigger, should include the merge field for TOTAL ACCOUNT BALANCE as some families don't look at the statement and just reply on the notification to determine what is due.

  • Shirley Wagar
  • Jun 16 2024
  • Needs review
Blackbaud Billing Management / Notifications
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  • Paul Reddy commented
    22 Nov 14:25

    I agree with Shirley here. We also follow the same work flow, all charges are charged and due in the month. For example we charge Tuition on November 30th and tuition is due by November 30th, we then send out statements on December 5th (past due statement notification of course!) even though it is a current statement. This no different than a cell phone or cable provider, they send out statements for a period of time, nowhere does it say past due, it is a current statement. We need the option to send out current statements on a date we specify.

    Also statements do not get sent to parents with credit a balance THIS NEEDS TO BE ADDRESSED. It is crazy that a parent does not receive a notification of a statement regardless of a debit or credit balance.


    Paul Reddy

    St. Clement's School

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  • Kumail Meghani commented
    23 Jul 13:38

    There should definitely be a merge field for Total Account Balance.

    Only seeing what's due in the 'current month' is irrelevant if there is a balance forward that needs to be paid.

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