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 now add the agency as a payer to the relevant student(s) billing profiles.
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 Family members or Approved Pickups), 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.