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Create your first billing plan

[For Admins] Learn how new programs can set up recurring charges

Audrey avatar
Written by Audrey
Updated this week

Billing plans are the foundation of brightwheel’s platform and will save you time by automating recurring tuition charges and fees! Instead of manually creating each invoice, you can automatically charge families with a plan.

💡 Once you set up plans, we advise adding a deposit account to begin accepting payments. Visit steps for providers in the U.S. or Canada to learn how.


Create your first billing plan

  1. Login to brightwheel on the web

  2. Click Billing on left sidebar menu

  3. At the top, click Select an action > Set up a billing plan

  4. Proceed through the steps, then tap Create plans when finished

If you'd like to take advance actions on a billing plan such as splitting charges between multiple payers, adding discounts, or creating templates, please visit Create billing plans to learn how.

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