Payment Settings

Schools can change a family's Payment Method to invoice, automatic debit from a bank account, or automatic debit from a credit card account.

From a Main Family Page, open the arrow menu on the left side of the screen. Under More Options, select Payment Settings.

Use the Due Date dropdown menu to set the day of the month that a family's tuition and fees are due.

If you change a family's due date after the initial due date has passed in the current month, the family will still keep the same due date for that month. The new due date will go into affect the following month.

Note: Please contact Blackbaud customer support if the due date you are looking for isn't showing up on the dropdown menu.

On the Payment Information tab, the family's current Payment Method is highlighted. If you would like to change the payment method, select the new method and fill out the required information.

To choose Invoice:

  1. Select Invoice.

  2. Select Save.

Tip: Before updating a family's Payment Method, review the Notes & Requests section on the family's account. If there is a note about an automatic payment method placed on a "permanent block", contact the family to have them update their payment information on the Parent Site, or have them call our Parent Help Center for assistance. Note: School users cannot remove permanent blocks. This can only be done by the family or by our Parent Help Center on the family's behalf.

To choose Auto Debit Credit Card Account:

  1. Select Auto Debit Credit Card Account.

  2. Under Account Type, select Credit or Debit.

  3. Under Card Type, select MasterCard, Visa, American Express, or Discover.

  4. Fill out the account information.

  5. To use the family's home address as the billing address, select Home. To use a different billing address, select New Address and fill out the fields.

  6. Select Save.

To choose Auto Debit Bank Account:

  1. Select Auto Debit Bank Account.

  2. Under Account Type, select Checking or Savings.

  3. Fill out the account information.

  4. Select Save.

When a payer's banking information is updated or a new bank account is added, the bank account goes through a validation process to ensure it is open, active, and can receive ACH transactions before payments are processed. Any payments made from a bank account during the validation period will display as On Hold until the account validation is complete. Payments from an account deemed valid will be processed on the fourth business day and follow the standard remittance process.

Late fees are not assessed on payments in On Hold status if the account passes validation and the payments were submitted before the due date.

If a bank account fails validation, the payer is notified by email and late fees may be assessed.

Tip: To identify bank accounts that have failed validation, run the Failed Bank Account Validation report in Reports > Static Reports.

If the family already has a bank or credit card account on file for tuition and fee payment, it will appear under Existing Account Information.

If the family has multiple accounts, you can set each one to Primary, Backup, or Inactive.

Select Edit to modify an account's Payment Type, Account Name, Bank Name, Bank Account Number, and Bank Routing Number. Select Submit to save the changes.

Newly added bank accounts will go through the validation process.

The Change Log at the bottom of the page shows the history of changes to a family's payment settings.

The Payment Plan tab shows any changes to the family's payment plan.

The Payment Date tab shows any changes to the family's payment date.

The Payment Accounts tab shows any changes to the family's bank or credit card accounts, including changes to the accounts' Primary, Backup, or Inactive statuses. It also displays when changes were made and who made the changes.