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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.
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Issue a Starting Balance Charge
Adding an Immediate One-Time Charge allows you to create a one-time charge that posts to the student's account. Then the parent will be able to pay.
Click Create new and choose a One-time charge
Filter and select the student(s) to charge and click Add charges
Add charges from your existing charge list or create a new one and click Save
Click Set schedule
Choose how you would like to charge the parent and enter the Due date if charging Immediately*
Review and make any needed edits and click Create charges
*Please Note: One-time charges that are sent immediately cannot be edited. If there is a mistake, adjust the charge from the student's billing account.
Issue a Starting Balance Credit
If the family currently has an account credit that they can draw from for future charges, new credit can be added to the student's account to reflect their actual credit balance.
Navigate to the student’s Billing Account page
Choose to Add a credit from the Select an action drop-down
Enter the Amount, choose a Reason from the drop-down, and add any additional Notes
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 charged 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.