Once a billing plan is created, staff with Admin and Billing Only permissions can edit any part of a plan as needed.
Please note that some fields on a plan cannot be edited if the first invoice for the plan has been sent.
What fields can be changed on a billing plan?
If the first invoice for the plan has not been sent, you can edit anything in the plan including the frequency, amount, plan name, payment due dates, dates of service and any notes.
However, once the first invoice is sent, you can only adjust the amount due, along with adding discounts & splitting payments between multiple payers. This is useful if you only need to change the amount due for upcoming billing periods.
If you can't edit a field because the first invoice has been sent, we recommend you delete the plan and then re-create it.
Edit a billing plan
Login to brightwheel on the web
From the sidebar menu, click Billing > Students > Student Plans
Locate the plan to edit, then click Actions > View / Edit
Make edits and complete the remaining steps
Click Update billing plan when finished
