We're so glad you've updated to our newest and most feature-rich Billing platform! 🎉
However, we understand that as an admin, you may still need to access legacy invoices/reporting data, and as a parent, you may still need to access payment information for your taxes while your program resided on a previous Billing version.
Review the applicable section below depending on what information you need!
Table of Contents
Access Legacy Invoices/Reports as a Provider
Historical invoices and payment data are not removed or deleted. They will transfer over to the newest Billing version and be available in read-only reports. These historical transactions from V1 will not show up in a student's V3 ledger — this is because the two systems are inherently different.
V1 data can be easily accessed under Reports on the web.
Click the Billing tab
Click on Reports
Click to view Legacy Reports or Legacy Invoices
Access Tax Information as a Provider
To access payment information from the (old) V1 platform on the web:
Log in to an administrator account on the web
Click to open the Billing page from the purple sidebar menu
Click on Reports
Click to view Legacy Reports or Legacy Invoices
To access payment information from the (new) V3 platform on the web:
Log in to an administrator account on the web
Click to open the Billing page from the purple sidebar menu
Jump to the Students tab
Locate and click to open the desired student's billing profile
Open the All transactions tab
Open the Credits & payments tab
Remove the 'Credit' filter under Transaction Type
Click the purple Export button
Use the date picker to determine the Start and End dates
Click Export once more
Click Download if desired to download the report right in your browser or view the copy sent to your account's email address.
If this exported report PDF does not meet your needs and you want to gather a more comprehensive summary of all the transactions processed on your school's ledger or just have the ability to export a report that is editable, view the steps for exporting a Billing Transactions Report.
Access Tax Information as a Parent
To access payment information from the original (v1) platform on the web:
Navigate to the Payments tab
Switch from the Accounts tab to Invoices
Click on a child’s name
Click on the orange Payments button on the right side
Select a date range
Click View Payments, and the report will be displayed
Click Print Report to print or save the report
To access payment information from the new (v3) platform on the web:
Navigate to the Payments tab on the web
🚩 Make sure to do this on a computer and not from a mobile device!Confirm you are on the Accounts tab and select your student's name (if there are multiple) to open their account
Scroll down and click to open the Payments & Credits tab
Click the Export button
Select the relevant date range
Click Export and a summary will be sent to your email address
Click Download in the displayed pop-up to download the report immediately as a PDF
Use the Total Payments tile at the top of the exported report to determine the payments made in the selected date range
💡If you have multiple children, repeat these steps for each child and then sum the total payments amount together for the full amount you paid in the given year!
Please Note: If you use your phone number to log into brightwheel, please wait for the download to appear before navigating away from the page or refreshing. If you have an email associated with your account, the export will download immediately, and a copy will also be sent to your inbox within a few minutes.