Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.

  1. Create the billing item
  2. In Records, open one of the records you want to add the charge or credit to. 
  3. Add and save a new charge or credit to the record, or open an existing charge or credit from that record. 
  4. With the newly saved or existing transaction open, select Transaction, then "Add this charge/credit to a group of records" from the menu. 
  5. Click the binoculars to select an existing query or add a new query. 
  6. If the current record is included in the query, mark the Skip the current record checkbox to prevent the current record from appearing in the report twice. 
  7. Mark the Preview records before charges/credits are added checkbox to preview the list of students who will receive the charge before adding charges to the group. 
  8. Mark the Create an output query of charges/credits that were added checkbox to view a list of all the charges that are successfully added. 
  9. Mark the Create an exception query of records to whom charges/credits could not be added checkbox to view a list of students to which charges were not added. 
  10. Click Add Charges or Add Credits now. 
  11. On the Preview Records screen, click Select All or Deselect All to select or deselect all records to receive the charge/credit.  
  12. Unmark any record you do not want to receive the charge/credit.
  13. In the amount column, change the amounts as needed. To navigate through the records in the Amount column, click in the Amount column of the first record to change and press Control + the up or down arrow. Click Add Charges or Add Credits now.
Note: This method can be used to add a billing schedule to a group of records.