Your Billing Dashboard offers the perfect overview of your program's most recent transactions, activities from families and admins, as well as unpaid, paid, and scheduled invoices.
This dashboard gives a clear snapshot of your cash flow and highlights accounts that need your attention the most.
To access your Billing Dashboard, log in to brightwheel on the web, then click Billing > At a Glance.
View recently posted transactions
At the top of your Billing Dashboard, you'll see the open invoices chart which displays all unpaid, partially paid, and past due invoices as of the current day.
The second chart shows all processed payments made in the last 35 days. Pending payments do not appear in this view.
View recent actions taken by admins and payers
Providers can easily review their billing activity feed on the dashboard, which highlights key actions from the past 35 days.
The goal is to quickly surface any recent activities that may require immediate attention.
For example, if a payer disputes a payment, you will see this on the dashboard and can take action to resolve it. Additionally, you can view other important actions, such as:
Recent deposits
Changes to autopay status for a payer
Failed or disputed payments
View unpaid, recently paid, and upcoming invoices
The table at the bottom of the dashboard shows unpaid balances, recent payments and invoices scheduled to post.
This is a great spot to monitor payments and take any actions on the payments.
The Unpaid balances tab shows students with unpaid or partially paid invoices.
View the Recent payments tab to review payments and their status from the last 35 days.
From the Upcoming Invoices tab, providers can see the invoices that will be posted to a student's billing profile in the next 30 days.