Brightwheel's multi-site billing tools bring everything together in one place. You can stay on top of reports, bill plans, balances, and student setup across your entire organization. These tools reduce duplicative admin work and help ensure consistent revenue.
This article covers the four multi-site billing tools in the Organization dashboard.
Multi-site billing reports
Providers can pull financial data across all their locations at once instead of running reports site by site. Multi-site billing reports show you payments received, outstanding balances, and invoice activity across any combination of your locations.
This is especially helpful for end-of-month reconciliation or spotting trends across your organization.
To run a multi-site billing report
Login on the web
At the top of the left sidebar menu, click the current program name
Select Organization - manage all locations
Hit Reports in the sidebar to select a report
💡 For a list of available billing reports, visit: Run billing reports across multi-site organizations.
Multi-site bill plan templates
Providers can create bill plan templates once and apply them across any locations needed. No need to set up the same plan at each site individually.
Bill plan templates let you define a standard billing structure (like a monthly tuition plan) at the organization level. You can then make it available to any location. This saves time and keeps billing consistent across your program.
To create a bill plan template
Log in on the web
At the top of the left sidebar menu, click the current program name
Click Billing in the sidebar menu > Library tab
Hit Create a new plan template
💡 For more details about how templates work, visit Create templates across multiple sites. You can also
Multi-site At a glance tab
See unpaid balances and recent payments across all your locations in one view.
The At a Glance tab shows the same billing widgets and tables available on the single-site tab, but at the organization level. You can quickly understand how billing is tracking across your entire organization.
You can access the At a glance tab here.
What you'll see
Open invoices as of today
Payments in the last 35 days
Unpaid Balances (searchable, filterable)
Recent Payments (searchable, filterable)
Note: From the the multi-site At a Glance tab, you can choose to View account balance, Log a payment and Send a reminder for individual students. This will open up the individual site where you can take the action.
To filter by location
You can select the Locations drop down in the top right. If you choose one or more location, all widgets and tables will update with those locations.
Multi-site Students tab
Providers can see billing setup status for students across all their locations. This helps you spot gaps before they impact your cash flow.
The Students tab in the Organization dashboard shows whether your students are set up with bill plans, payment methods, and autopay. These are the three things that help ensure you get paid on time, automatically.
Instead of checking each location individually, you can see your entire organization's billing health at a glance.
What you'll see
Summary stats – how many students across your selected locations have bill plans, payment methods, and autopay enabled
Students table – searchable, filterable list of students and their billing setup status
Actions you can take from the Students tab
Set up bill plans
Invite families to make payments
Click into a student billing profile
View bill plans
When you choose any of these actions, this will open up the individual site in a new tab where you can take the action.
To filter by location
You can select the Locations drop down in the top right. If you choose one or more location, all widgets and tables will update with those locations.
