This resource outlines what the primary payer role is and how it helps ensure you always get paid.
What is the primary payer role?
In brightwheel, there are two types of payers: primary and other payers. The primary payer role can only be assigned to one payer for a student and they are ultimately responsible for any unpaid bills.
By default, all invoices are automatically assigned to the primary payer, unless charges are split across payers, or directly assigned to another payer. For other payers, you must manually assign them to invoices - they are not automatically assigned.
All payers can see and submit payments towards a child's invoices by paying them directly, but the primary payer will become responsible for them (if unpaid). This means when the primary payer logs into their account, they'll see all posted invoices (even ones that are not assigned to them) reflected in their current balance.
If the primary payer has autopay enabled, they're charged automatically the balance due (excluding any invoices assigned to other payers); otherwise, they must pay manually.
Who can be the primary payer?
Any payer on a student's billing profile can be made the primary payer.
How do I assign the primary payer?
By default, the first parent contact added will be listed as the primary payer on a student's billing account. If you don't manually assigned a primary payer, the role is automatically given to a payer who meets one of these additional criteria:
Current auto-payer
Only payer with a payment method on file
First parent to sign up
Who can add & remove primary payers?
At this time, only a program Administrator and staff with Billing Only permissions can change the primary payer on a student’s billing account.
Parents and Payers cannot update the primary payer on a student's billing account. Payers need to contact their program administrator for assistance with changing the primary payer.
Is a primary payer required?
Yes, we've designed brightwheel to always require a primary payer. This plays a crucial role in avoiding confusion and ensuring you always get paid.
Can I add multiple primary payers?
At this time, only one contact can be listed as the primary payer to make it clear who is ultimately responsible for unpaid bills.