Display account balance on statements instead of just the amount due

We would like to be able to display users their account balance on statements instead of just the amount due. When we only display the amount due, students with a credit balance display as $0.00 due even though their billing profile correctly shows a credit.

  • Ryan Cook
  • Sep 1 2021
  • Implemented
Blackbaud Billing Management / Statement builder
  • Attach files
  • Paul Reddy commented
    3 Jun 01:59pm

    Thanks!

    Attachments Open full size
  • Paul Reddy commented
    22 Nov, 2024 02:55pm

    Has this been fixed? My parents do not receive an email notification about a credit balance on their account nor am I able to produce a statement which shows a credit balance amount. This must and needs to be addressed ASAP.

    Paul Reddy

    St. Clement's School

    Attachments Open full size
  • Kumail Meghani commented
    12 Sep, 2024 07:33pm

    The status has been changed to "In Progress" today - hopefully it's a quick fix.

    Attachments Open full size
  • Amy O'Neil commented
    19 Jul, 2024 05:09pm

    Why would I want a statement that does not have a true balance? Has this been corrected?


    Attachments Open full size
  • KELLIE VARANO commented
    16 Oct, 2023 05:10pm

    Would like to be able to print a statement that shows the family has a credit balance. A $0.00 statement does not show the reality when a credit balance exists.

    Attachments Open full size
  • Guest commented
    4 May, 2023 07:08pm

    When processing a refund for a family this makes it extremely difficult as I cannot generate a statemen which shows how much we owe them.

    Attachments Open full size
  • Jing Jin commented
    8 Sep, 2022 09:20pm

    The credit balance on an account does not carry over as the beginning balance to the next statement/billing period. For example, an account has a credit balance of $10 as of August 31st. The August statement shows amount due is zero. The September statement shows the summary balance as of September 1st is zero whereas it should be $10 credit. The statements do not reflect the real account balances.

    Attachments Open full size
  • Guest commented
    2 Sep, 2022 06:06pm

    It is critical that the balance is reflected correctly. Please could this be escalated as an urgent fix.

    Attachments Open full size
  • Kent Kilburn commented
    18 Aug, 2022 04:28pm

    Not sure if this was added since this was posted almost a year ago, but you can display a running balance on the body of the statement. Edit your active statement format, on the body of the statement click Edit Section, under Format => Details Format choose "Amount/Balance columns".

    Attachments Open full size
  • Heatherann Macintosh commented
    14 Oct, 2021 12:42am

    This is not a 'feature' for future consideration. This is a function of any basic billing system. Please attend to this fundamental issue asap.

    Attachments Open full size
  • Nicola Oldfield commented
    13 Oct, 2021 04:10pm

    This shouldn't even be an item that we have to vote on- it is fundamental to a client/provider relationship that accurate and complete statements are produced and a massive failing in any financial system that can't do this. This should be an item that is fixed ASAP

    Attachments Open full size
  • Keith LeMahieu commented
    30 Sep, 2021 08:24pm

    This is a VERY BIG DEAL. If I cannot produce accurate statements my customers will not trust me or the institution.

    Attachments Open full size

Related ideas