Post on 05-Aug-2015
transcript
STUDENT BILLING MADE SIMPLE
Presented by:
Mike Packard, Blackbaud k-12 senior consultant
Where to Start?
Your Approach
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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?
Consider Item Types.
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Prepare the Data
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Processing Precursors
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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
Define Your Flow
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Tuition
Financial Aid and Tuition Discounts
Ancillary Charges in Groups
Ancillary Credits in Groups
Ancillary Charges (“Manual” Process)
Ancillary Credits (“Manual” Process)
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Generate and Upload
Statements
Define Your Statement Options
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Define How Statement Should Group or Show Transactions
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Any Specific Filtering Needs?
Define Your Formatting Options
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Leverage Online Express Bill Pay (“OLX”)
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