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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 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 invoice, you can automatically charge families with a plan.

If you are a new program and have added your rates and billing plans, this resource is for you!

💡 Once you set up plans, we advise new providers add 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

The quickest and most efficient way to create billing plans in brightwheel is to add your program rates and fees first. When program rates are added, you can immediately create billing plans for families based on those rates.

To add your rates and billing plans, in the sidebar menu on the web click Billing > Get started. From there, you'll see the option to add your rates, then create plans.

Alternatively if you've already begun this process, click Billing > Select an Action (top right) > Bulk upload rates. You'll also see the option to create billing plans from here.

💡 Tip: If you'd like to create billing plans without adding your rates first, visit Create billing plans to learn how.

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