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Resource directory for brightwheel Billing

Resource directory for brightwheel Billing

[For Admins & Billing Only role] Explore all Help Center resources related to brightwheel’s Billing platform

Sabrina avatar
Written by Sabrina
Updated this week

Below are links to helpful billing articles, collections and resources designed to give you a deeper understanding of our billing experience. With these resources, you’ll be up and running, and managing your billing tasks in no time.

Topic

Description

Just getting started? Learn all about the 3 easy steps to get setup, configure your settings, manage your deposit account to get paid and more.

Prefer video format? Review our YouTube playlist for quick tutorials.

Review our entire resource collection, overviewing various core functions of the Billing feature such as a student's billing account, primary payers, billing reporting, and even how billing data is compatible with Quickbooks Online.

Get ready to start receiving payments through brightwheel! Set up charges, billing plans, late payment fees, and more to best suit your program's needs.

Some situations warrant a correction in the form of a credit, void, or refund. Learn about how to take these actions.

Dive into understanding payments, how they function for siblings, how statements look, what happens when a payments or even when a payment is disputed.

Brightwheel's billing reporting is robust to provide all the information needed at your fingertips such as data on revenue, payments & credits, charges, invoices, and even custom reporting options to best suit your needs.

Get started with setting up to track and record subsidized payments for your program with your easy-to-use Subsidies management experience.

Assign the Billing Only role to your accountant, bookkeeper, or other financial staff so they can access Billing but nothing else in brightwheel.

Review our comprehensive resources on collecting the data needed from brightwheel, when preparing for tax season as an Admin or Payer

All resources for payers to use that overview using brightwheel Billing, setting up payment methods, making payments, and more.

We take our customer feedback seriously at brightwheel and are always seeking feedback in order to have an opportunity to make the provider's billing experience with brightwheel even better!

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