Billing Set-Up Guide

[For Admins] Learn how to set up brightwheel Billing in 3 easy steps!

Sabrina avatar
Written by Sabrina
Updated over a week ago

Brightwheel has made it as easy as possible for you to get set up with billing.

Once you have added your deposit account, there are just 3 quick & easy steps to get started!

Determine how payers will be able to submit payments. You can decide whether to accept online payments via ACH and/or Credit Cards, whether to pass processing fees on to payers, and whether to enforce autopay to ensure you get paid on time.

Billing plans are the core of brightwheel’s billing platform. Billing plans allow you to automate recurring charges, saving your staff hours by eliminating manual work. Billing plans define the schedule for when charges will be invoiced to payers regularly.

Invite payers as soon as possible so they can add a payment method, and be prepared to start making payments as soon as your program is ready to get going!

That’s it! Once these steps are completed, you can receive online payments in no time!

Download the Billing Set up Guide at the bottom of this resource.

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