Brightwheel has made it as easy as possible for administrators to get set up with our billing tool. Just six easy steps and programs can be up and running with automated billing and payments!
Add a Deposit Account- In order to start accepting payments through brightwheel, you will need to add a bank account to deposit the payments you receive online. It can take up to 3 business days to verify this account, so it’s best to get this done as soon as possible.
Configure Billing Settings - Determine how payers will be able to submit payments. Each program 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.
Invite Payers - Invite parents and additional payers as soon as possible so they can add a payment method on file, and be prepared to start making payments as soon as your program is ready to get going!
Add Charges to the Library - To simplify billing setup, admins can add their fees to the Billing charge Library. This allows administrators to save and reuse both fixed charges (for tuition, meals, and other fees), and variable charges (for attendance billing needs) without having to recreate them every time.
Create Student Billing Plans - This is the core of brightwheel’s billing platform. Billing plans allow administrators to automate recurring charges, saving staff hours by eliminating manual work. Bill plans define the schedule for when these charges will be invoiced to payers on a regular basis.
Accept Online Payments - Ensure this setting is toggled on for your program to officially begin accepting online payments and enable the ability for payers to pay against their account balances!
That’s it! Once these steps are completed, programs can begin receiving online payments in no time!