Customize the billing year

Before using Blackbaud Billing management, the billing years must be set-up. Set-up requires defining the different fees, how each fee calculates and posts to different accounts, and the payment plans, financial aid, and behavior of advance payments used in repayment.

To change the school year and configure the settings for a different year, select the school year drop-down located near the top of the page; the page will update to reflect the settings for that school year. The drop-downs feature the previous two school years, the current school year, and all defined upcoming school years.

Set-up

• Define the begin and end date in a billing year

• Define statement periods

• Generate fees when contracts are returned and processed

• Roll over settings from the previous Billing year to the current one

Fees

• Tuition fees

• Miscellaneous fees

• Enrollment deposits

• Special fees

• Tuition refund plan

Payments

• Payment plans

• Financial aid

• Advance payments