The first step in tracking subsidy payments is to add the agency to your brightwheel account.
After entering the agency’s information, you can add it as a payer to any student receiving financial assistance for tuition, education, nutrition costs, etc. Once added as a payer, you can set up charges to include both the agency and guardian payers.
This makes it easy to track both expected and received subsidy funds.
Add a new agency
When you add a new agency, you can input the agency contact information such as their email/phone number, mailing address, and any custom notes.
Log in on the web
Click Billing in the sidebar > Subsidies tab
Press Add agency
Complete the remaining steps to create the agency
Once you've added the agency to your program's list, you can take the steps below to assign the agency to student profiles as a payer.
Assign agencies to student profiles
Once an agency has been added in brightwheel, you can assign it as a payer to any student expected to receive agency payments.
Just like private payers (such as Parents or Family members), agencies can be added to a student's billing account as agency payers.
Log in on the web
Click Billing in the sidebar > Subsidies tab
Select the agency name to open the profile
Click Select an action > Add students
💡 Tip: You can also add the agency to individual student profiles following steps here.