Brightwheel's Bill Plans Report offers providers a overview of all student billing plans & details across their program, making it easier than ever to understand the frequencies of charges and how families are billed!
Once the report is downloaded, even more fields become available such as plan statuses (active/paused/deactivated), last due date, charge descriptions & notes, total number of plans, total number of recurring charges, and more!
Create a Bill Plans Report
Navigate to the Billing page in your account on the web
Click to open Students and select Student Plans
Optionally, filter the report by Enrollment status, Room, Frequency and Plan status. These filters determine how the exported report appears.
💡Filter the Plan status for None to view deactivated plansClick Export, or Print
Click Download, or Email to Person
Available fields
Available fields
Once downloaded the following fields will be visible.
Name
Next send date
Next due date
Last due date
Number of recurring charges on a plan
Number of Charge Discounts
Original Amount of Plan Charges
Discounted Amount of Plan Charges
Final Amount of Plan Charges
Charge(s) description
Charge Categories
Charge Notes
Charge Discount(s) description
Payers
Plan Templates
