The Invoices Report allows billing administrators to easily see which invoices have been posted and the status of those invoices for a single student or for multiple students across a certain time period.
Table of Contents
Report Details
The Invoice Report contains the following information:
Invoice post date
Invoice due date
Student name
Invoice #
Charges in the invoice
Status of the invoice
Original invoice amount
Paid invoice amount
Current invoice balance
Create Report
Log in to brightwheel on the web
Open the Reporting tab
Under Billing reports, select Invoices Report
Set the Earliest post date and Latest post date to view posted invoices
Optionally, apply filters for Invoice Status, Student Name, Student Status, and Room to filter displayed invoices
Click the purple Create report button
Selecting Create report will display the appropriate invoices based on the selected filters in the table below and you can click Print to obtain a paper-copy of this information.
Export Report
Log in to brightwheel on the web
Open the Reporting tab
Under Billing reports, select Invoices Report
Set the Earliest post date and Latest post date to view posted invoices
Optionally, apply filters for Invoice Status, Student Name, Student Status, and Room to filter displayed invoices
Click the purple Export button
Select or add the recipients to receive the exported report
Click the orange Send to person button
Download the report sent to the selected email address(es) and open in your preferred spreadsheet tool, if necessary
The exported report will automatically total the amounts in the Original Amount, Paid Amount, and Balance columns for your convenience as shown below!
