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Setting a starting balance is helpful when you are transitioning to brightwheel billing from another billing solution. This ensures that your student's account balances are accurate on day one. Setting a starting balance for a student can be done from the student's Billing Account on the web portal. If the parent has an outstanding balance they owe the center, then create a new Immediate One-time Charge. If the parent has an outstanding credit that they are able to draw from for future charges, add a new credit.

Table of Contents

Issue a Starting Balance Charge

Adding a new immediate charge allows you to create a one-time invoice that posts to the student's account. Then the parent will be able to pay.

  1.  Navigate to the student’s Billing Account page
  2. Choose Add a one-time charge from the Select an action drop-down
  3. Add charges from your existing charge list or create a new Starting Balance charge and click Save
  4. Click Set schedule
  5. Choose to charge Immediately and enter the Due date
  6. Click Review
  7. Review and make any needed edits and click Create charges

Issue a Starting Balance Credit

If the family currently has an account credit that they can draw from for future charges, a new credit can be added to the student's account to reflect their actual credit balance.

  1. Navigate to the student’s Billing Account page
  2. Choose Add a credit from the Select an action drop-down
  3. Enter the Amount, choose Starting Balance from the Reason drop-down, and add any additional Notes
  4. Once complete click Add credit

Updating A Starting Balance

If necessary the starting balance transaction can be modified just like any other transaction. If you have changed too much, use the adjust a charge option to issue a credit on that charge. If the credit entered was too large, create a new immediate one-time charge for the difference as explained in the section above. This will draw down the credit as needed.

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