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Report on past & overdue balances

[For Admins + Billing Only role] Report on students with past due balances and their overdue durations

Dominique M. avatar
Written by Dominique M.
Updated over a week ago

Providers can run the Aging Report to quickly identify students with past-due balances and see how long payments have been overdue. Organized by time ranges, the report makes it easy to spot missed payments and assess which accounts need follow-up.


Create an Aging report

  1. Log in on the web

  2. Click Billing in the sidebar > Reports tab

  3. Select the Aging report

  4. Click Apply Filters to view the results, then click Export or Print as needed


How to read the Aging Report

The Aging Report includes several columns to help you understand overdue balances:

  • Current: total amount for invoices that are not due yet for a student

  • 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


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.

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