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. In Administration> click Generate Transactions Automatically.
  2. Open saved parameters or create new parameters by clicking NEW
  3. On the General tab, choose to Generate: Scheduled Charges/Credits Only.
  4. In the 'For this Range' field, enter the range for which your Advance Deposit Credits are scheduled to generate.
  5. On the Filters tab, select 'None' under 'Include' for the following:
  • Automatic Billing Items 
  • Financial Aid Billing Items
  • TRP Billing Items
  1. On the Transaction Defaults tab, select the appropriate Post Date for the Credits

    Note: Credits do not have a Due Date.
     
  2. Click Pre-Generation Report.
  3. Once the information is confirmed and correct, click Generate Now.