A subsidy agency can be edited, or easily deleted by an Admin or Billing Only staff role if it is no longer needed.
Remove Agency as a Payer
Agencies can be removed as payers for a student's account as long as there are no open invoices or active bill plans assigned to the agency. This process is easily done from the agency's Students page.
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 the 🗑 icon on the student's row(s) needing to be removed
💡Agencies can also be removed directly from the child's Payers list by taking the steps here.
Edit Agency Information
Log in to brightwheel 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 Agency info tab
Click Edit agency
Make needed changes/additions to the agency's contact information
When finished, click Update agency
💡You can also edit agency information from the agency's Students tab using the Select an action drop-down menu!
Delete an Agency
Log in on the web
Open the Subsidies page
Locate the applicable agency in the Subsidies list
Click the Actions drop-down menu next to the applicable agency
Select Delete agency and then Yes, delete this agency in the popup
ℹ️ Agencies can only be deleted if there are no open invoices and no active billing plans. Providers should resolve any open invoices and active billing plans before deleting.
