Student billing made simple (m packard) uc15
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This document provides an overview of the key considerations and steps for setting up student billing in Blackbaud's K-12 solution. It outlines questions to consider regarding billing cycles, financial aid, enrollment deposits, and payment application. It then lists the preprocessing steps needed to create billing items and cycles. Finally, it discusses defining the billing flow, statement options, formatting, and use of online bill pay. The goal is to help users effectively structure and implement student billing in the Blackbaud system.
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Student billing made simple (m packard) uc15
- 2. STUDENT BILLING MADE SIMPLE Presented by: Mike Packard, Blackbaud k-12 senior consultant
- 4. Your Approach #BBK12UC Questions to ask as you consider your billing approach: •Do you need scheduled activity for transaction and due dates for charges and/or credits? •If you offer “Financial Aid” will Financial Aid Types be managed from the Financial Aid Tab? •Do you have methods need to group Students into any groups needed? (Are all data points needed by billing available to Student Billing?) •How do you want to handle enrollment deposits or prepayments? Do you want to bill them? Use Advance Deposits? •How should payments and credits be applied?
- 7. Processing Precursors #BBK12UC 1. Create Billing Cycle 2. Copy or create Billing Items as needed 3. Update the “Create Financial Aid Schedules” Parameter 4. Copy or create Application Restrictions 5. Copy or create any Determination Table/Reversal Schedule Parameters 6. Update Bill Codes and Attributes on student 7. Be sure all payer relationships are correct 8. Check your billing related queries
- 9. Tuition Financial Aid and Tuition Discounts Ancillary Charges in Groups Ancillary Credits in Groups Ancillary Charges (“Manual” Process) Ancillary Credits (“Manual” Process) #BBK12UC
- 11. Define Your Statement Options #BBK12UC
- 12. #BBK12UC Define How Statement Should Group or Show Transactions
- 13. #BBK12UC Any Specific Filtering Needs?
- 14. Define Your Formatting Options #BBK12UC
- 15. #BBK12UC Leverage Online Express Bill Pay (“OLX”)
- 16. #BBK12UC Download the Blackbaud K-12 UC15 Mobile App & Engage With Us! Go to your app store, on any mobile device, and look for: Blackbaud K-12 UC15 - Agenda - Speakers - Attendees - Sponsors - Session Surveys and more! Conference resources just for you!