Adding an agency and then adding the agency as a payer is the first step to tracking subsidies in brightwheel billing. Each agency contributing to student's tuition, education, or nutrition costs can be added as a payer to a student’s billing account, allowing for easy tracking of expected and received subsidy funds!
Add an Agency
Log in to an administrator account on the web
Click to open the Billing tab on the purple sidebar menu
Jump to the Subsidies tab
Click the Add agency button
Fill in the Agency's name and any other applicable contact information
Click Create agency
Proceed to add the Agency as a Payer.
Once you've added the agency to your program's list, you'll want to move on and add the agency as a payer on the relevant student(s) billing accounts by following the section below.
Add an Agency as a Payer
Just as Private Payers such as Family and Approved Pickups can be added as payers on a student's billing account, agencies can now be added is Agency Payers in the same way. Agencies can be added individually as a payer on the student billing profile by following the steps here or by taking the steps below to do so in bulk for multiple students.
Log in to an administrator account on the web
Click to open the Billing tab on the purple sidebar menu
Jump to the Subsidies tab
Click the agency to open the agencies profile
Jump to the Students tab
Click + Add students
Use the available filters to narrow down the list of students to select from
Check the box next to each student who should be associated with the agency. If there are multiple, select them all!
Click Add students
💡 If needed, learn how to edit or delete agency payers!