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Financial Management - Onboarding Resources
Sabrina avatar
Written by Sabrina
Updated over a week ago

Below, you'll find a recording and key resources to help you navigate Financial Management in brightwheel. We've also included details on brightwheel Academy, where you and your staff can master brightwheel through quick, easy-to-follow courses.

Learn more below!


Financial Management Resources

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💰 What's next?

Once you have added your deposit account, there are just 3 quick & easy steps to get started!

  1. Configure Billing Settings - Determine how payers will be able to submit payments. You can decide whether to accept online payments via ACH and/or cards, whether to pass processing fees on to payers, and whether to enforce autopay to ensure you get paid on time.

  2. Create Billing Plans & Set Up Charges - Billing plans are the core of brightwheel’s billing platform. Billing plans allow you to automate recurring charges, saving your staff hours by eliminating manual work. Billing plans define the schedule for when charges will be invoiced to payers on a regular basis.

  3. Invite Families - Invite payers as soon as possible so they can add a payment method and be prepared to start making payments as soon as your program is ready to get going!

👪 Parent-facing resources

Resources to help answer parent questions and get them excited to pay online!

💸 Want to go deeper?

See our Billing Directory for more guidance and learn how to navigate student billing profiles, issue one time charges, adjust upcoming invoices, and more!


Brightwheel Academy Training

Brightwheel Academy is packed with curated courses and learning paths to help you and your staff master using brightwheel. 🚀

💡 We recommend you enroll in the Getting Started with Billing Learning Path. This comprehensive path will guide you through all the steps mentioned above in detail, to ensure a successful setup!

Learn how to register and enroll in our Brightwheel Academy Overview resource, and let the learning adventure begin!

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