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View billing history & statements (for payers)

[For Guardians] Learn how to view, print, and download current or historical billing statements.

Sabrina avatar
Written by Sabrina
Updated today

Families can easily track all payments and credits with their provider in brightwheel.


View transactions & credits anytime

You can see your full payment history, credits, and account activity directly in the app.

  1. Log in to brightwheel

  2. Select Payments (mobile app users click the menu first)

  3. Choose your student

  4. Scroll down to open the Payments & Credits tab


View monthly billing statements

Each month, payers also receive an emailed statement summarizing invoices, charges, payments, credits, refunds, and adjustments.

  1. Log in to brightwheel

  2. Select Payments (mobile app users click the menu first)

  3. Choose your student

  4. Scroll down to open the Statements tab

  5. Locate the statements, then click View to print or download


How to read a billing statement

Statements include the following information for a monthly period.

  • Student name

  • School Information: name, address, EIN

  • Statement send date & period

  • Summary of total balance

    • Balance as of (first day of new month)

    • Total charges ​(also contained in the tile to the right)

    • Payments

    • Total credits

    • Total charges

    • New balance total (also contained in the tile to the right)

  • Activity

    • Date posted

    • Due date

    • Dates of service (if part of recurring bill plan)

    • Invoice #

    • Charge description

    • Charge amount


FAQs

My statement does not include Dates of Service. How can I get these added?

If Dates of Service are not currently listed on your invoices, we recommend that you reach out to your program directly to ask that they be added.

Brightwheel is a tool that programs use to manage their billing and we are not authorized to make any changes to any account. Your program creates and manages all transactions (including charges, refunds, late fees, credits, and offline payments) and will be able to assist you.

💡 Tip: It may be confusing to know when to contact your program and when to contact brightwheel for assistance. Visit Who should parents contact with billing questions? for additional information.

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