Billing

Invoices, Autopay, Checks, ACH, Credit Cards, Taxes, etc.

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29 articles in this collection
Written by Nicole Lederman, Jordan Rozsa, and Tyson Jones and 1 other
Invoices and Plans

How To: Create New Invoice Items

You now have the option to create and save invoice/plan items for future use!
Written by Nicole Lederman
Updated over a week ago

How To: Create Invoices

Create an Invoice and Add Discounts Before Sending it to Parents!
Written by Nicole Lederman
Updated yesterday

How To: Create A Recurring Plan

How to Create a Recurring Plan (or multiple plans) For Your Students
Written by Nicole Lederman
Updated over a week ago

How To: Use Partial Payments

Turn on the ability for your parents to make partial payments!
Written by Nicole Lederman
Updated over a week ago

How To: Pay Invoices with Cash or Check

Pay Invoices With Cash or Check During and After Creation!
Written by Nicole Lederman
Updated over a week ago

How To: Use Mandatory Autopay

Instructions for how schools manage Mandatory Autopay for parents.
Written by Nicole Lederman
Updated over a week ago

How To: Filter Invoices by Status

How to easily find invoices that are paid, past due, and unpaid
Written by Nicole Lederman
Updated over a week ago

How To: Issue a Refund

The ability to refund invoices is now available on brightwheel!
Written by Nicole Lederman
Updated over a week ago

How To: Edit Paid Invoices

What to do if you accidentally pay an invoice, a check bounces, or you need to mark an invoice as unpaid.
Written by Nicole Lederman
Updated over a week ago

Invoice FAQ

Frequently Asked Questions about Invoice Creation and Management
Written by Nicole Lederman
Updated over a week ago