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 your account.
Brightwheel has made it as easy as possible to get started on the billing platform and process payments quickly. Just three steps and you will be up and running with automated billing. Here’s what it takes:
Add a Deposit Account - In order to start accepting payments through brightwheel, you will need to add an account to deposit your parent’s payments. This can take up to 3 business days, so it’s best to start here and work on the following items while you wait.
Set Up Your Payment Settings - Determining how you want your families to submit their payments to you is configurable to best fit your program’s needs. Here you will determine if you’d like to accept credit cards or want to enforce mandatory autopay to ensure you are getting paid on time.
Configure Student Billing Plans - This is the core of brightwheel’s billing platform. A proper set up for your billing plans will save you and your staff hours by eliminating manual work for recurring charges.
Download our Getting Started Manual for a guide to setting up brightwheel billing!
Once you are ready to invite parents to begin using brightwheel billing, download our Parent Setup Guide to share with parents.
It’s as simple as that! As always our support team is here to help. If you have any questions as you get set up and begin processing payment, please don’t hesitate to reach out to our team.