Overview
We take our customer feedback seriously at brightwheel, and one message we heard loud and clear was that we have an opportunity to make the billing experience even better, to ensure it meets the needs of administrators and their evolving programs.
How It Works
Below are a list of support articles that should help you get to know our billing experience even more intimately. With these resources, you should be up and running, and managing your data to day in no time.
Getting Set Up
3 Steps to Set Up Billing: Learn how to set up brightwheel Billing
Configure Billing Settings: Customize how payers will be able to submit payments
Add Deposit Account: Set up the deposit account where payouts will be delivered
Student Billing Account Overview: Learn to navigate a student's billing account
Set a Student's Starting Balance: Set a student's starting account balance
Bill Plans & Charges
Add Charges to the Library: Streamline billing by defining services upfront
Creating & Managing Bill Plans: Create and update billing plans
Create One-Time Charges: Bill parents for one-time student fees or services
Invoices Overview: What's included on invoices and how to manage them
Adjust Invoices: Update invoices before or after they have posted
Attendance Billing: Charge student accounts based on their check-in records
Reduce or Void Charges: Reduce or void a charge, even if an invoice has posted
Pause & Resume a Billing Plan: Pause and resume a student(s) billing plan
Billing Siblings Together: Bill families in one invoice
Handling Separate Payers: Set up billing for separate payers
Late payment fees: Set your late payment fee policy and process charges
Payments & Credits
Payments Overview: Accepting online & offline payments
Failed Payments & Disputes: Handling failed payments & disputed charges
Record Payments: Keep track of offline payments and apply them to invoices
Credits: Issue credits on student accounts and apply them toward invoices
Refunds: Issue and record refunds for online and offline payments
Reminders: Easily send an SMS or email reminder to payers to remind them to pay their past due balance
Reporting & Insights
Billing Dashboard: At a glance view of account balances, payments & cash flow
Administrator Statements and Parent Statements: Understand what's included in monthly statements and how to view, download, and print them
Quickbooks Compatibility Guide: Learn how to use our reports to transfer your billing data from brightwheel to Quickbooks Online
Data & Reporting: Run reports for aging balances, deposits, transactions, & more
Invoice Report: Easily pull a status report on posted invoices
Charges Report: Easily review all charges created across all billing plans
Payments & Credits Report: Quickly access information about all payments and credits at your school for each individual student
Parents & Payers
Billing Overview for Parents & Payers: Learn how to set up payment methods, pay for invoices, and access student billing information
Subsidies
Subsidy Tracking Overview: Learn how our subsidy tracker works
Add an Agency: Set up subsidy agencies to easily track expected payments
Log a Subsidy Payment: Record payments received from subsidy agencies
Taxes
Tax Timeline for Providers: Understand the tax season timeline to help you be prepared
Changing Tax Details: How to update tax details in your program's billing account
Form 1099-K: Understand the IRS 1099-K form as you gear up for tax season
Tax Reporting for Providers: How brightwheel can help you prep for tax season
Migrating to V3
Update to the newest Billing Experience: learn about eligibility and the process
Access Legacy Billing Data: learn how to access billing data from a legacy version
FAQ: V2 to V3: questions and answers for those coming from V2