Manage and view billing records

Billing profiles provide a comprehensive overview of all aspects of a student's financial record, enabling Billing clerks to manage accounts on a per-student basis from a single location.

You can access billing profiles from multiple locations throughout Blackbaud Billing management by clicking on a student name on a list or using the People Finder in the navigation.

The sections on a billing profile include:

  • Balance and activity

    • Activity:
      A snapshot of an account's recent history, including details about unapplied payments and credits and past due charges. Review recent transactions, create new ones, or select More to print a statement and generate charges.

    • Payment plans:
      Distribute open and eligible charges to be paid across a series of installments.

    • Auto-Pay:
      Manage automatic payments for students enrolled in a payment plan. Auto-Pay withdraws funds from bank accounts or credit cards for the amount and on the date specified in the payment plan.

    • Financial aid:
      Apply financial aid to open charges to reduce the payer's balance, edit existing aid, or remove it.

  • Payers

    • Statement recipients & payers:
      Assign payers to an account and determine which charges and to what percentage each payer is responsible for each charge.

    • Third party payers:
      Add organizations that are able to make payments toward an account but are unable to view other financial information, such as billing statements.

  • Enrollment

    • Contracts:
      Review the statuses of contracts for incoming students, along with the date each contract reached its current status.

  • Follow-up and records

    • Actions:
      Follow up with payers to resolve inquiries or concerns and assign the action to a billing clerk to resolve by a specified due date.

    • Notes:
      Record internal notes to inform other billing clerks about relevant account details.

    • Attachments:
      Upload attachments, such as documents, images, PDFs, or other media, to store them on a billing profile.

  • Settings