Define billing system settings

Settings permeate throughout Blackbaud Billing management and must be established before proceeding to use aspects of the software. For example, to define miscellaneous fees and give them a charge amount and account distribution criteria, each fee must first be created in Settings.

Settings also encompasses specifying various transaction rules for dictating to which accounts transactions are recorded against, as well as customizing the online payment and automatic payment experience.

To get started with Settings, go to Billing in the navigation and select Settings. On the Settings page, choose between any of the options below:

• Transaction rules

  • Default accounts:
    The accounts transactions post to in the general ledger.

  • Important dates:
    The default date when charges are due.

  • Projects:
    The setting to enable support for project codes to enhance expense and revenue tracking.
    

  • Aging calculations:

    The thresholds required for past due payments to appear in particular aging periods.

• Online payments:
  Support for enabling payment methods, such as credit cards or direct debit, and customizing the online payment experience.

• Auto-Pay:
  Support for the automatic withdrawal of funds to fulfill obligations in a payment plan.

• Table (field) names:
  The names of fees and other fields, like actions or notes, that appear throughout Blackbaud Billing management.