STUDENT BILLING MADE SIMPLE

Presented by:

Mike Packard, Blackbaud k-12 senior consultant

Where to Start?

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?

Consider Item Types.

#BBK12UC

Prepare the Data

#BBK12UC

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

Define Your Flow

#BBK12UC

Tuition

Financial Aid and Tuition Discounts

Ancillary Charges in Groups

Ancillary Credits in Groups

Ancillary Charges (“Manual” Process)

Ancillary Credits (“Manual” Process)

#BBK12UC

#BBK12UC

Generate and Upload

Statements

Define Your Statement Options

#BBK12UC

#BBK12UC

Define How Statement Should Group or Show Transactions

#BBK12UC

Any Specific Filtering Needs?

Define Your Formatting Options

#BBK12UC

#BBK12UC

Leverage Online Express Bill Pay (“OLX”)

#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!