Billing plan templates can be used to create billing plans for new students! You can easily build off these templates to ensure consistency across plans and avoid extra work to re-create plans for each student.
These templates include key components like charges and payment schedules, making it quick for you to set up new plans. You can also edit templates if your rates or billing frequencies change.
Create a billing plan template
Login to brightwheel on the web
From the sidebar menu, click Billing > Library
Click Create a new plan template
Continue through the remaining steps to build the template
Press Create billing plan template when finished
Edit & delete billing plan templates
You can edit plan templates anytime in the Billing Library to ensure future plans reflect any updated rates, schedules, etc. Please note, changes to a template will not affect any existing student billing plans.
Log in to Brightwheel on the web
From the sidebar menu, click Billing > Library
Click Actions next to the template, then choose to edit or delete it
