Setting a starting balance is helpful when you are transitioning to brightwheel billing from another billing solution. This ensures that your student's account balances are accurate on day one.

Setting a starting balance for a student can be done from the student's billing profile, by adding a one-time charge. If the parent had an outstanding credit that you want to transfer over, add a new credit.

Table of Contents:

Issue a Starting Balance Charge

Adding an Immediate One-Time Charge allows you to create a one-time charge that posts to the student's account. Then the parent will be able to pay.

  1. Go the student you need to set a starting balance for

  2. Click Select an Action and choose a One-time charge

  3. Filter and select the student(s) to charge and click Add charges

  4. Add charges from your existing charge list or create a new one and click Save

  5. Click Set schedule

  6. Choose how you would like to charge the parent and enter the Due date (the invoice will be posted and sent to parents immediately)

  7. Click Review

  8. Review and make any needed edits and click Create charges

Issue a Starting Balance Credit

If the family currently has an account credit that they can draw from for future charges, new credit can be added to the student's account to reflect their actual credit balance.

  1. Navigate to the student’s billing profile

  2. Choose to Add a credit from the Select an Action drop-down

  3. Enter the Amount, choose a Reason from the drop-down, add additional Notes

  4. Click complete to save the credit

When a new invoice posts, the credit will automatically apply to that invoice.

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