Billing plan templates help you quickly create consistent billing plans for new students. Templates include charges and payment schedules, so you donât have to recreate plans for each student.
Templates can be created at:
A single site, for use only at that location
Across multiple sites, so multiple locations can reuse them
Create templates at a single site
Log in on the web
From the sidebar menu, click Billing > Library
Press Create a new plan template
Build your template, then hit Create billing plan template to save
Once youâve created a template, you can use it to build billing plans and assign them to students to generate actual invoices. Learn more in Create billing plans.
Note: If you create a brand new bill plan from scratch and assign it to students, you'll also see the option to save it as a template for future use. Click Save as a template for future use? in the top right before creating.
Create templates across multiple sites
Multi-site Admins with multiple locations in brightwheel can create organization-wide bill plan templates that are standard billing plans stored in one central library and shared with select locations.
Note: Individual sites can still make their own templates if needed, but you can always ask them to only use yours.
How it works
Locations assigned a template can use it to quickly create billing plans for students at their individual location and customize details like discounts, service dates, or notes.
Admins at individual locations canât edit the original templates, which helps keep billing consistent across your organization. They'll see a locked icon indicating they won't be able to edit it.
đĄ Tip: Share the resource Create a plan from saved templates to your staff. It explains how they can access the templates and build on them to create their own plans.
Steps to create
Log in on the web
In the sidebar menu, click Workspaces > Organization
Under Billing, hit Create a new plan template
Build the template, then select the locations with access
