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Access Legacy Billing Data
Access Legacy Billing Data
Learn how to access your legacy Billing data (from Billing Version 1) within your account as an admin and as a parent!
Sabrina avatar
Written by Sabrina
Updated over a week ago

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.

  1. Click the Billing tab

  2. Click on Reports

  3. 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:

  1. Log in to an administrator account on the web

  2. Click to open the Billing page from the purple sidebar menu

  3. Click on Reports

  4. Click to view Legacy Reports or Legacy Invoices

To access payment information from the (new) V3 platform on the web:

  1. Log in to an administrator account on the web

  2. Click to open the Billing page from the purple sidebar menu

  3. Jump to the Students tab

  4. Locate and click to open the desired student's billing profile

  5. Open the All transactions tab

  6. Open the Credits & payments tab

  7. Remove the 'Credit' filter under Transaction Type

  8. Click the purple Export button

  9. Use the date picker to determine the Start and End dates

  10. Click Export once more

  11. 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:

  1. Navigate to the Payments tab

  2. Switch from the Accounts tab to Invoices

  3. Click on a child’s name

  4. Click on the orange Payments button on the right side

  5. Select a date range

  6. Click View Payments, and the report will be displayed

  7. Click Print Report to print or save the report

To access payment information from the new (v3) platform on the web:

  1. Navigate to the Payments tab on the web
    🚩 Make sure to do this on a computer and not from a mobile device!

  2. Confirm you are on the Accounts tab and select your student's name (if there are multiple) to open their account

  3. Scroll down and click to open the Payments & Credits tab

  4. Click the Export button

  5. Select the relevant date range

  6. Click Export and a summary will be sent to your email address

  7. Click Download in the displayed pop-up to download the report immediately as a PDF

  8. 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.

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