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

  • Billing dates:
    The specific dates billing occurs within a school year.

  • Statement periods:
    The time frame during a billing year that summarizes transaction activity specific to the period.

  • Contract fees:
    The generation of fees when contracts are returned and processed.

  • Roll over:
    The process of rolling over settings from the previous billing year to the current one.

• Fees

  • Tuition and course fees:
    The calculation of tuition as a flat rate or multiple rates based on student circumstances.

  • Miscellaneous fees:
    Additional, non-tuition fees applied to accounts.

  • Enrollment deposits:
    The criteria surrounding how enrollment amounts calculate when a student enrolls at an institution.

  • Special fees:
    Unique or specialized fee charges.

  • Tuition refund plan:
    The settings configuring tuition refund plans (TRP).

• Payments

  • Payment plans:
    The available plans for scheduling and distributing payments longitudinally.

  • Financial aid:
    The settings for applying financial aid and reducing tuition obligations.

  • Advance payments:
    The rules and configurations for handling prepayments.