Skip to main content

Save program rates & charges for quick invoicing

[For Admins + Billing Only Role] Learn to add and manage your program billing rates.

Sabrina avatar
Written by Sabrina
Updated over 2 weeks ago

Adding your program standard rates in brightwheel such as for tuition costs, late pickup, or cleaning fees, allows you to bill families faster.

When entering program rates ahead of time, you'll save time by avoiding having to retype or remember amounts each time you bill. Simply select a preset rate from your list and send the invoice in a billing plan or as a one-time charge.


Types of charge rates

You can create two types of charge rates: Fixed Charge or Variable Charge. This helps accommodate the different rates and services you may have.

Fixed Charge

The most common type of charge, helpful for rates that don't change frequently such as tuition or registration fees.

Variable Charge

Helpful for rates that will change based on live student attendance such as for after school care or late drop off. Learn about this rate here: Charge based on attendance.


To know before you get started

We recommend uploading a copy of your program rate sheet in brightwheel as the quickest way to populate your program's fixed charges (e.g. tuition, cleaning fees) for future use. We'll digitize it automatically to save you time.

Once rates are added, you can quickly create billing plans from there. Alternatively, you can add rates manually.


Instantly add rates by uploading your rate sheet

To automatically populate your fixed rates in brightwheel, simply upload a file that has your tuition and fee rates listed, and we'll add them for you! This can be a photo of your rates, a PDF, screenshot of your website, Excel sheet, etc.

Once you upload your fixed rates, you'll see the option to create and add students to billing plans.

For new programs

Log in to brightwheel on the web, then click Billing in the sidebar menu on the left. Click the purple Get started button.

For programs with rates already uploaded

  1. Log in on the web

  2. Click Billing in the sidebar menu

  3. From the 'At a Glance page', click Select an action > Bulk upload rates

Note: Automatic uploads are not available for adding variable attendance charge rates. To add these rate types, visit Charge based on attendance.


Add rates manually

If you only have a few charges to add, you can manually create each charge individually by taking the steps below.

Log in to brightwheel on the web, then click Billing in the sidebar menu on the left. Click the purple Get started button.

  1. Log in on the web

  2. Select Billing in the sidebar menu > Library tab

  3. Click Fixed Charges or Variable Charges

  4. Hit Create a new charge to select the manual creation option

Did this answer your question?