brightwheel

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 so administrators can determine if one payment was missed, or if the account has missed payments across multiple billing periods. 

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Open the Billing page from the sidebar

Click the Billing tab and select the Aging report

1. Choose your desired Student, Room, Status, and Payer Type filters
 💡If you do not apply specific filters, the aging report will show all students with a past-due balance
2. Uncheck the Hide students with no past-due balance box to provide a list of all students

Click Apply Filters to view the results that will include:

1. Student name
2. Current column: Total amount for invoices that are not due yet
3. Past due balance
 1. 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
4. Total Column: The total amount due on the student's billing account, including any past-due balances.

Download, Export, or Print as needed

1. To download or export, click the Export button
 1. If downloading, simply click Download
 2. If exporting, select recipients from the list, or add email addresses for new recipients and then click the Email to button
2. To print, click the Print button
 1. Adjust your print settings and print on your local device

1. Log in on the web
2. Open the Billing page from the sidebar
3. Jump to the Reports tab
4. Click the Billing tab and select the Aging report
5. Adjust the filters accordingly
 1. Choose your desired Student, Room, Status, and Payer Type filters
 💡If you do not apply specific filters, the aging report will show all students with a past-due balance
 2. Uncheck the Hide students with no past-due balance box to provide a list of all students 
6. Click Apply Filters to view the results that will include:
 1. Student name
 2. Current column: Total amount for invoices that are not due yet
 3. Past due balance
 1. 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
 4. Total Column: The total amount due on the student's billing account, including any past-due balances. 
7. Download, Export, or Print as needed
 1. To download or export, click the Export button
 1. If downloading, simply click Download
 2. If exporting, select recipients from the list, or add email addresses for new recipients and then click the Email to button
 2. To print, click the Print button
 1. Adjust your print settings and print on your local device

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 ​

Learn more about the exported report fields

With brightwheel's powerful Custom Report Builder, it allows administrators to pull billing aging data within your brightwheel account and offers flexibility to organize that data in a way that best fits your program. Review our <a href="https://help.mybrightwheel.com/en/articles/6805068-custom-reports">Custom Reports</a> Help Center article for steps on how to run this report.

[For Admins + Billing Only role] This report provides an overview of students with past due balances and their overdue durations.

View and Export

Learn more about the exported report fields

Custom Aging Report