We want to help parents easily understand and pay their invoices online. This resource provides information on what payers see in their brightwheel web or mobile app and outlines the steps needed to make payments to their child’s account.

Table of Contents


Set up Payment Methods

All parent contacts and additional payers added (Family or Approved Pickups) can set up their payment methods directly in their brightwheel account on the web or on the app. They can add a payment method before the program enables the Accept online payments setting to ensure they can be prepared to make payments as soon as the program is ready to use brightwheel for billing!


Navigate Between Students

If payers are attached to more than one child at a brightwheel school, they will see multiple children at the top of their application. Toggling between their children will show them account balances, invoices, and payment information for each child.


Current Balance

The Current Account Balance for a child reflects any open invoices — those that have not been fully paid — less any credits or pre/over-payment funds that are available to apply towards invoices. This summary should give parents a very clear picture of what is owed. When they make a payment, they will pay towards this balance.


Invoices

The Invoices tab shows all historical invoices, both open (unpaid) and closed (fully paid). Parents can view these invoices at any time and print or pay the invoice if it has not already been paid.


Payments & Credits

The Payments & Credits tab shows all historical payments and credits, both those that have been applied to an invoice in full and those that have not. Parents can view the status of these payments and export them with all the relevant information needed for reimbursements.


Statements

The Statements tab shows monthly statements for a given student — statements include all transactions, invoices, charges, and adjustments that have been made against the student’s account in a given month. Brightwheel auto-generates these statements monthly and emails them to parents, and posts them here for records. Parents can also create their statements by selecting a start and end date (for example, if they want a full-year statement).


Make a Payment

Making a payment is easy to do right from your account on the web or in the app. Depending on where you are making the payment (web or app) and if you are making payments for a single student or multiple students, the steps can differ slightly.

If you have students at multiple schools, use the Change school option to switch schools. And if you have multiple students at a single school, you can easily make a bundled sibling payment by navigating to the All children tab/dropdown option on the Payments page in your account. This tab will display the total balance due for all children at that location and allow you to make a single payment toward each of their balances in one quick step, with only one associated processing fee (if applicable). If you're paying for multiple students, this is a great feature to leverage!

  1. Open the Payments page in your account

  2. Navigate the appropriate student's billing profile, or if you have more than one student, open the 'All children' tab to make a bundled sibling payment

  3. Click the Make a Payment button
    💡 If this button is visible but unclickable, the program has not enabled the Accept online payments setting yet!

  4. Select All open invoices, Individual invoice(s), or Other amount

    1. All open invoices: this will pay all open invoices

    2. Individual invoice(s): parents can choose which invoice or invoices they want to pay and can indicate how much they want to pay towards it. If they want to see what is inside that invoice, they will need to find it in the Invoice list in the table below the account balance.

    3. Other amount: parents can also pay any $ amount towards the account without paying a specific invoice — this payment will be logged as a credit on their account and will be auto-applied to future invoices
      Please Note: This option is not available when making a bundled sibling payment

  5. Click Next

  6. If paying all open invoices:

    1. Review the payment summary and click Pay now

  7. If paying individual invoice(s):

    1. Use the checkboxes to select which invoice(s) to pay

    2. Use the additional text field to change the amount paid towards any specifics invoice(s)

    3. Click Review and then Pay now

  8. If paying another amount:

    1. Input the amount you would like to pay on your total current balance

    2. Click Review and then Pay now


Tax & Reimbursement Information

Payers can access financial reports for tax or reimbursement from within their brightwheel account.

They can either print individual invoices or statements, which include the important information needed (EIN, charge details, dates of service). Or, they can export their payment history. This export will include the following information: payment method, amount, date, and status; payer name; amount applied to invoice(s); invoice number(s); charges; and any dates of service that the provider added.

To export payment history, follow these steps below on the web or watch this video overview instead!

  1. Navigate to the Payments tab

  2. Confirm the Accounts tab is open
    TIP: This tab should open by default

  3. Click on a child’s name

  4. Locate and click the Payments & Credits tab

  5. Under the Transaction type field, remove 'Credit' to narrow down the data to only payments (if desired)

  6. Click the grey Export button

  7. Select a date range

  8. Click Export, and a summary will be sent to your email address

  9. Click Download in the displayed pop-up to download the report immediately as a PDF

  10. Use the Total Payments tile at the top of the exported report to determine the payments made in the selected date range
    Please Note: If you have multiple students, repeat these steps for each child

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