If this content does not match what you see in your account, you may be on our legacy billing platform.

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

  1. Log in to brightwheel on the web

  2. Open the Reporting tab

  3. Under Billing reports, select Invoices Report

  4. Set the Earliest post date and Latest post date to view posted invoices

  5. Optionally, apply filters for Invoice Status, Student Name, Student Status, and Room to filter displayed invoices

  6. Click the purple Apply filters button

Selecting Apply filters 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

  1. Log in to brightwheel on the web

  2. Open the Reporting tab

  3. Under Billing reports, select Invoices Report

  4. Set the Earliest post date and Latest post date to view posted invoices

  5. Optionally, apply filters for Invoice Status, Student Name, Student Status, and Room to filter displayed invoices

  6. Click the purple Apply filters button to generate data based on the filters applied to the report

  7. Click the purple Export button

  8. Select Download or, add or select the recipients to receive the exported report via email

  9. Click the orange Email to person button

  10. Download the report sent to the selected email address(es) and open it 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!

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