Brightwheel has begun releasing our new billing platform for new users. If the content in this article does not match what you see in your account, please click here for related content in our new platform.
These filters can help you manage any students that have outstanding or past due balances. By setting a quick filter on your dashboard or exporting the details to a CSV, you will have access to all invoices sorted by status. If you are looking to export your data to a CSV, please see this article!
To access your invoice filters, navigate to Billing>>Invoices and look at the top of your page.
You can then click on "Select Status" and your filter options will drop down.
- Fully Paid means an invoice has no balance left due.
- Outstanding Balance means that there is a balance still owed but it is not yet past due
- Past Due Balance means that there is a balance still owed, but the due date of the invoice has passed.
Once you select the proper filter, the corresponding items will automatically populate on your invoice dashboard!