brightwheel

[For Admin & Billing Only Roles] Learn all about the Billing reporting options available

Overview of Billing reports

[For Admins + Billing Only Role] Learn how to view and download billing statements showing all transactions per student.

View billing statements (for providers)

[For Admins + Billing Only role] Learn how to leverage spreadsheet software to filter and summarize columns in billing reports.

Tips for tailoring billing reports with Google Sheets

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Reporting & statements

[For Admins + Billing Role only] Report on earnings and fees for a program with the Revenue Report

Report on program earnings

[For Admins + Billing Only role] Report on details for all payments and credits recorded for students

Report on payments & credits

[For Admins + Billing Only role] Report on all of your created charges

Report on individual charges

[For Admins + Billing Only Role] Report on each deposit, including the date, amount, destination account and deposit status

Report on deposited payments

[For Admins + Billing Only role] Report on students with past due balances and their overdue durations

Report on past & overdue balances

[For Admins + Managers] Review attendance and collect guardian signatures for subsidy reporting requirements

Report on attendance for subsidy compliance

[For Admin + Billing Only role] Report on transaction types (charges, credits, payments) grouped together with total amounts

Download a summary of all program transactions

[For Admins + Billing Only role] Report on posted invoices & their status with the Invoices Report

Export a list of posted invoices with statuses

[For Admin + Managers] View, export and print student bill plans

Export a list of billing plans

[For Admins + Billing Only role] Report on program transactions by date range, type, or location with the Billing Transactions Report

Export a detailed list of transactions

List of billing reports available for providers 

Reports

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