The Aging Report allows Administrators and Billing Only roles to easily view students with past-due balances and identify who should be followed up with. The report is structured to easily determine if one payment was missed, or if the account has missed payments across multiple billing periods.
View and Export
Log in on the web
Open the Billing page
Jump to the Reports page
Open the Aging report
Adjust the filters accordingly
Choose your desired Student, Display balances as of, Room, Student status, and Payer type filters
(If you do not apply specific filters, the aging report will show all students with a past-due balance)Check/uncheck the Hide students with no past-due balance box as needed
Click Apply Filters to view the results that will include:
Student: the name of the student
Current: total amount for invoices that are not due yet
Any past-due balances will be broken down into columns that correlate with how long the invoice has been past due: 1-7 days, 8-14 days, 15-21 days, and 22+ days
Total: The total amount due on the student's billing account, including any past-due balances.
Download, Export, or Print as needed
To download or export, click the Export button
If downloading, simply click Download
If exporting, select recipients from the list, or add email addresses for new recipients and then click the Email to button
To print, click the Print button
Adjust your print settings and print on your local device
Learn more about the exported report fields
Learn more about the exported report fields
The exported Aging Report will include the following fields:
Student name
Student ID
Current (not due yet)
7-13 days
14-20 days
21-27 days
28+ days
Total
Custom Aging Report
Brightwheel's powerful Custom Report Builder allows administrators to easily pull billing aging data and flexibility to organize that data in a way that best fits your program. Review our Custom Reports resource for more information.