Billing Management Discounts/Credits

Geoffrey Goodfellow · December 2025

In working in Billing Management, our schools would greatly benefit by having the ability to setup predefined discounts/credits in the system the same way that tuition/charges are setup.

I created an idea in the IdeaBank here: https://blackbaudk12.ideas.aha.io/ideas/BBBM-I-390

Please consider voting for it if your school would also benefit from such added functionality!

Petra Hall · January 9

Currently we create credits using miscellaneous fees with predefined amounts. That seems to work, but it is a little unclear.

Geoffrey Goodfellow · January 9

@Petra Hall, could you explain a little more about how this allows you to create predefined credits? Are you saying that you are using 'negative' fees in order to create credits? I just tried using a negative number for a miscellaneous fee, and it won't even accept the number.

Petra Hall · January 9

Weirdly enough, we create the item as a miscellaneous fee, then create a credit using it.

Here's the setup (note the positive amount):

And here's creating a credit, using that fee:

The term miscellaneous "fee" is not as helpful as it could be.

Geoffrey Goodfellow · January 9

That makes it look like it will charge $686 instead of credit $686. I'll have to investigate that more.

Geoffrey Goodfellow · January 9

Very interesting. Are you able to add these credits to the enrollment contract? Mine seem to show up only as charges.

Lisa Dimant · January 14

We enter our 'credits' as Financial Aid - employee remission, sibling discounts, etc.

Geoffrey Goodfellow · January 14

Thanks, Lisa. Can parents elect during the enrollment contract process which financial aid they wish to accept?

Billing Management Discounts/Credits

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