Admins can make adjustments to an invoice before or after it posts to a student’s account. The actions an admin can take depends on whether or not it is posted.
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Adjust an Unposted Invoice
If an invoice has not yet been posted to a student’s account, meaning the payer has not yet received it, the charges can still be changed.
Upcoming, unposted invoices can be found in the ‘Upcoming Invoices’ tab of a student’s account. Brightwheel shows the next four invoices for each active bill plan in this tab.
The following actions can be taken on upcoming invoices:
View Invoice: view the invoice to remember what was charged
Edit Invoice: admins can make the following edits:
Edit the invoice note
Add a new charge
Remove an existing charge
Adjust a Posted Invoice
If an invoice has already posted to a student’s account (it has been sent to parents or payers), the following actions can be taken:
View Invoice: view the invoice to remember what was charged
Edit Invoice: admins can make the following edits:
Edit the invoice note
Reduce a charge
Void a charge
Pay Invoice: admin can log an offline payment against the invoice
Unapply Payment: if a payment was applied to an invoice, the admin can unapply it; if a payment is unapplied, it will be will be added as a credit to the account and will be automatically applied to the next invoice
Void Invoice: this will void all charges within the invoice; if a payment was applied to an invoice that was voided, the payment will be added as a credit to the account and will be automatically applied to the next invoice
