Personalize Your Statements

Anthony Tomaino — Sat, 18 Apr 2009 23:34:00 GMT

So I'm a parent and I open my bill, on the web in NetClassroom or through the mail and one thing is for sure: not much changes on it except the numbers. Maybe you see the next installment in your plan, but typically it's just your friendly monthly reminder to pay the school. What if you needed to highlight a line item in the statement. Now, there are the general statement messages that always print at the bottom of the statement. These usually have some tag line similar to, "Call the billing office at x number if you have questions on your bill". Though I wonder if people know we can get even more specific, and you can do it on a per record basis.

On the Notes tab of the student record, check out the box on the bottom of the tab shown in the image below.

You can make the comments specific to that student's situation. So, say you have a field trip that you're getting students registered for, or upcoming graduation fees that need to be collected. Maybe you're just doing a campaign to clean up old after-school care bills because you see parents are lagging. You can go into those student records, type a personalized message and then you can use our new functionality in 7.78.

In 7.78, on the Format tab of the statement "parameter" you can choose to print statement comments at the beginning or the end. You used to just be able to print it at the end. Now you can print it right underneath the student's name. You now have a front and center message that the parents can't miss. Try it, you may like it. Oh, and if you need to research what statement comments you have already out there on records, I'll help show you a way to do that without going in manually...but that's for next time.

Student Billing State-of-Mind: Invoices or Charges Missing When Entering Payments?

Jennifer Maroney — Fri, 23 Jan 2009 14:09:00 GMT

Let me set the stage. You've entered 665 payments and your last payment will not automatically apply. You've been reading Student Billing Statement , so you know how to manually apply it; however, the Student Billing Detail tab is blank. Now what? First off, dismiss any superstitions about the payment, most likely the payment owner is just not responsible for the charge. It's an easy fix, just follow these steps:

Open the Payment and select the Student Billing Detail tab.
Click Add/Edit Applications.
Click Select Additional Charges or Invoices.
Search for charge and click Open.
Mark the Apply? checkbox.
Click Save Applications and then Save and Close.

If the invoice or charge still does not appear in Select Additional Charges or Invoices, try running the SB Correct Balances utility.

Talk to you soon!

The Book Bag : Invoices

Personalize Your Statements

Student Billing State-of-Mind: Invoices or Charges Missing When Entering Payments?