General Billing/Tax Reporting

There are two ways to pull reports of your billing transactions!

Start on this page:

Export to CSV: This is the best way to pull a fully comprehensive and malleable report of every payment that has been processed through brightwheel! You can set all parameters and select Export. This will send your report to your email address and can then be opened in Excel, Google Sheets, or your preferred tool. 

This report will give you detailed information on:

-Sent Date
-Student ID
-Invoice Status
-Due Date
-Paid Date
-Payment Method
-Check Number
-Paid Note
-Paid By
-Processing Fee
-Deposit Amount
-Amount Refunded

Create Report: This is the best way to pull a quick summary of all invoices in the parameters you have set above. You can print this report or save as a PDF! This report is not editable in the same way the CSV is. It is simply hard coded data. 

Deposit Report

If you would like to export a CSV of deposits on your dashboard, you can do so by navigating to Billing then to Deposits and select Export. This report will give you each total deposited less the transactional fees.

You will then select the names of the students you wish to include in the report and enter and email address to send the report to.

The report will then be sent the email address requested and available to open in the CSV software of your choice!

For further information about your Deposits Dashboard, please see this article.

Aging Report

Brightwheel can now help you track past due payments by student or by room with an Aging Report!

To find this report, navigate to Billing then to Reports in the Billing dashboard. 

You can then select a specific student you wish to look at and select Generate Report.

You can also generate a report by room!

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