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Pause & Resume a Billing Plan
Pause & Resume a Billing Plan

[For Admins + Billing Only Role] Learn how to pause and/or resume a billing plan for a single or multiple students.

Sabrina avatar
Written by Sabrina
Updated over a week ago

The pause functionality in brightwheel Billing allows administrators to temporarily suspend recurring invoices from being created. This is particularly helpful if a student is out for an extended amount of time but is expected to return.

Learn more about what pausing a plan means and how to do so below!


Pause a Plan

Paused billing plans will generate $0 invoices during the paused period, but will not notify parents when they post. If needed, a paused plan can be resumed at any time.

💡 When a plan is paused, parents are still able to pay specific invoices that have already been posted; their full account balance (all open invoices); or they can pre-pay their account without paying specific invoices — this payment will eventually be credited toward future invoices, once they resume. Administrators are also still able to send one-time invoices which will not impact a student’s plan status.

👤 Pause an Individual Student

  1. Log in to brightwheel, and navigate to the Billing tab

  2. Click to open Students and select Student Plans
    💡This will show you a list of all of the student plans you have created

  3. Find the student plan you would like to pause the plan for and click the checkbox on their row

  4. Click the Pause selected plans button

  5. Select the Reason to pause

  6. Select the Resume date

  7. Click Confirm

👥 Pause in Bulk

  1. Log in to brightwheel, and navigate to the Billing tab

  2. Click to open Students and select Student Plans
    💡This will show you a list of all of the student plans you have created

  3. Use the checkboxes on the applicable student's rows and select Pause selected plans at the bottom of the page

  4. Select the Reason to pause

  5. Select the Resume date

  6. Click Confirm


Review Paused Plans

Easily check the status or quantity of paused billing plans at your program.

  1. Log in to brightwheel, and navigate to the Billing tab

  2. Click to open Students and select Student Plans
    💡This will show you a list of all of the student plans you have created

  3. Click to remove Active from the 'Plan Status' filter at the top of the table. This will allow you to view only plans in a Paused status.

  4. Review the Next due date column for insight into when the next charges will occur


Resume a Plan

Paused billing plans for a specific duration of time will automatically resume after the predetermined date that was provided or they can be manually resumed at any time!

👤 Resume an Individual Student

  1. Log in to brightwheel, and navigate to the Billing tab

  2. Click to open Students and select Student Plans
    💡This will show you a list of all of the student plans you have created

  3. Find the student plan you would like to edit and click Actions

  4. Select Resume plan

  5. Click Confirm

👥 Resume in Bulk

  1. Log in to brightwheel, and navigate to the Billing tab

  2. Click to open Students and select Student Plans
    💡This will show you a list of all of the student plans you have created

  3. Use the checkboxes on the applicable student's rows and select Resume selected plans at the bottom of the page

  4. Click Confirm


FAQ

When should I pause and resume my billing plans?

If there is a billing plan scheduled to post and you don’t want the families to be charged for a specific date range, you can pause the billing plan temporarily. To do this, pause the billing plan immediately after the due date passes for the most recent invoice that must be paid. Once they need to be charged again, resume the plan prior to the post date for the next invoice.

For example, let's say a student has a monthly billing plan that is scheduled to post invoices 3 days before the due date on the first of each month, and this student needs their billing plan paused because they will be on vacation for the month of July. The billing plan should be paused prior to June 28th, because the invoice is scheduled to send on this date. This will ensure that the invoice due on July 1st will not be posted. If the plan is paused on or after June 28th, you will need to void any invoices that were posted if the family is not expected to pay that specific invoice.

If the student is scheduled to return to the program in August, the billing plan should be resumed no later than July 28th. This will ensure that the invoice due on August 1st will be posted 3 days prior on June 29th.

I accidentally deleted a billing plan instead of pausing the plan. Can the plan be reinstated?

Deleting a billing plan is permanent and cannot be undone. If you accidentally deleted a plan instead of pausing the plan, you can create a new plan. If the billing plan should have been paused, you can set the first due date on the new plan to a date in the future when the student will be attending the program again.

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