Statement builder is now available!

Julia Meseck
Julia Meseck Blackbaud Employee
Seventh Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Higher Education Solutions™ General Discussions
This morning you should start see Statements available in the Billing menu.
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With our new statement builder tool, you can create statement templates to print or publish to students in the payer portal. 
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Here is a link to the help topic:
https://webfiles.blackbaud.com/files/support/helpfiles/education/higher-ed/content/bm-billing-statements.html


We can’t wait to get your feedback! ?
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Comments

  • Dawn Alonso
    Dawn Alonso
    Sixth Anniversary Kudos 3 Name Dropper Participant
    Love it!  Finally I can stop creating my statments by exporting to Excel and then copying and pasting to a template.  I have used it many times over the last couple of weeks since we have to give a copy of the account statement to our Financial Aid processer any time we have a withdrawal.  It has made my life so much easier.


    Still have to play around as I would like to change the layout at the top to get it the way I would like it to look, but this is a huge step forward.


    Thanks,

    Dawn :)
  • Tracee Fletcher
    Tracee Fletcher
    Fifth Anniversary Participant Facilitator 1
    It has been a few weeks and so far so good. It has kept me from having to copy and paste to my letterhead and then emailing it out the students. Good job Team!!!
  • Dawn Alonso
    Dawn Alonso
    Sixth Anniversary Kudos 3 Name Dropper Participant
    Hi Julia,


    I was checking some things out today and noticed that you said you could print or publish the statements to the student payer portal.  I can see how to print, but there does not seem to be anything showing how to publish to the payer portal.  Would a published statement look exactly like the printed statement?


    Thank you,

    Dawn 
  • Julia Meseck
    Julia Meseck Blackbaud Employee
    Seventh Anniversary Kudos 1 Name Dropper Participant
    Hi Dawn!


    There isn't a process to publish them like we see for Print.  If you open the template that you want to make available online you'll see a Properties button at the bottom.  Click that and you'll be able to mark the option Use this template when printing statements online.  Once this option is marked, students will see a Print statements button in the Statements area of the payer portal.


    Hope this helps!


    Julia
  • Dawn Alonso
    Dawn Alonso
    Sixth Anniversary Kudos 3 Name Dropper Participant
    Ahhhh!  Thank you!

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