Student Billing State-of-Mind: Add and Copy Bill Codes

As you prepare for the next school year, part of the process is to add or copy bill codes to records.  If you are new to SB 7, bill codes link billing fees with records. When transactions are automatically generated, the bill code is matched to the bill code defined on the billing item to determine which records receive the charges. When you use bill codes, only the bill code needs to be added to the record.

The first thing you want to do before globally changing or adding records is to make sure you have a valid backup of your database.  This is strongly recommended because the only way to reverse a global process is to either manually correct each record or restore to a backup.

Once you have your backup, you're ready to get started. In Administration, click Add, Copy, or Delete bill codes. In the Action field, select Add Bill Codes or Copy Bill Codes. You will notice the screen will change based the action selected.

Select the appropriate options and click Pre-Processing Report. This report lists the records that the bill codes will be added or copied to. Review the report to ensure the correct records and bill codes are listed. If the report is correct, click Add Now or Copy Now.

For step by step instructions, take a look at Knowledgebase solutions BB246842 (How to add bill codes) and BB230264 (How to copy bill codes).

 Happy billing.  Talk to you soon!