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Transfer existing tuition balances to brightwheel
Transfer existing tuition balances to brightwheel

[For Admins] Learn how new programs can add student balances and credits from another system.

Dominique M. avatar
Written by Dominique M.
Updated over a week ago

If you are moving to brightwheel from another system, it is crucial to add any existing owed balances or credits. You can achieve this by adding a one-time charge or adding any outstanding credits for your students. This will ensure a smooth transition and helps maintain accurate financial records.


Add a starting balance

To add a current balance owed, you can create a one-time charge for the student. The charge will immediately post to the student's billing profile to be paid.

  1. Log into brightwheel on the web

  2. Click Billing from the sidebar menu

  3. From the At a Glance tab, click Select an action > Add a one-time charge

  4. Proceed through the remaining prompts to select student(s) and enter charge details

  5. Click Create invoice


Add existing credits

If a student has an account credit that they can draw from for future charges, you can issue a standalone credit to the student's billing profile.

  1. Log in to brightwheel on the web

  2. Click Billing from the sidebar

  3. Jump to the Students tab and select a student

  4. Click Select an Action > Add a Credit

  5. Enter the amount, reason, and optional notes

  6. Click Save & Apply

Note: Credits aren't immediately applied to invoices, and can be manually allocated as needed. If not manually allocated, the credit will automatically apply to the next invoice for the primary payer. Learn more about Credits here.

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