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Create your first billing plan
Create your first billing plan

[For Admins] Learn how providers new to brightwheel Billing can set up recurring charges.

Audrey avatar
Written by Audrey
Updated over a week ago

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 invoices, you can set up a plan and families will be charged regularly.

💡 If you are new to brightwheel Billing, once you create billing plans we recommend adding deposit account to begin accepting payments. Instructions for providers in the U.S. and Canada can be found here.


Create your first billing plan

Take the steps below to create your first plan! Once your first plan is set up, you can review our resource Create & Manage Billing Plans for more advanced actions such as splitting charges between multiple payers, adding discounts, etc.

  1. Login to brightwheel on the web

  2. Click Billing on left-side, purple menu

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

  4. Click Next to proceed to add students, charges and the billing frequency

  5. Click Create plans

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