Parent-facing billing item notes/details at the student level

Option to display to a families at the student level additional details/notes when uploading/adding a billing fee line item onto a family's account. Visible only to the individual family for their student (s).

Currently you are only able to add in generic notes/details at the billing fee level within Manage Fees and Discounts, visible to all families what carry the fee item.

  • Guest
  • Jul 21 2022
  • Planned
Blackbaud Tuition Management / Invoices
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  • Kimberly Losch commented
    18 Jun 17:20

    It would also be great if those details followed the first page or were on the first page of the months invoice. I probable spend 50% of my time answering parent's questions about the billing detail. Here is an example if a student uniform isn't returned, it is billed you Sports and I but the details in the billing (2 basketball jerseys not returned) but the parent will call and said I was billed $130 for sports but I have no idea what that means. Long story short, if the details are in the notes than the notes should be included on the invoice or under the billing details of the parent account.

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