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Billing
Never chase a payment with the best billing platform in early childhood education
Weekly Billing Digest[Admins + Billing Only Roles] A weekly email that includes a summary of charges scheduled to be sent to students in the next week
Tax Timeline for Providers[For All Admins] Learn how to prepare for tax season and be aware of the important related deadlines.
Changing Tax Details for U.S. Providers[For U.S. Admins] Learn how to update tax related details as a provider.
Form 1099-K for U.S. Providers[For U.S. Admins] Learn eligibility requirements and common FAQs for the IRS Form 1099-K.
Tax Resources for Providers[For All Admins] Get links to resources to share with parents and review applicable blog posts for you!
Tax Season Reporting for Providers[For Admins] Learn how to access & export relevant billing reporting to prepare for tax season.
Tax Season Reporting for Payers[For Guardians] Learn how to access payment summary information for year-end tax reporting!
Billing Set-Up Guide[For Admins] Learn how to set up brightwheel Billing in 3 easy steps!
Configure Billing Settings[For Admins] Learn how to customize the experience for your families using brightwheel Billing and meet your program's unique needs.
Manage Deposit Account in the U.S.[For Admins] Learn how to setup and manage the deposit accounts where program payouts will be delivered.
Manage Deposit Account in Canada[For Admins] Learn how to setup and manage the deposit accounts where program payouts will be delivered.
Billing Dashboard[For Admins + Billing Only role] Learn how to easily manage billing actions using the Billing Dashboard
Transitioning to brightwheel Billing[For Admins] Learn how to record a starting balance charge or credit on a student's billing profile for new programs.
Invite Payers to Billing & Autopay[For Admins + Billing Only Role] Invite Family and Approved Pickups to view invoices, add payment methods, & pay online through brightwheel.
Invite Parents to Billing & Autopay[For Admins + Billing Only Role] Invite Parents to brightwheel Billing to view invoices, add payment methods, and pay online.
Manage Billing Notifications[For Admins + Billing Only Roles] Learn automatic billing notifications, weekly invoice digest and how to to manage notification settings.
Directory for brightwheel's Billing Experience[For Admins & Billing Only role] View all help center resources related to brightwheel's Billing platform!
Billing in Canada Overview[For Admins + Billing Only Role] Learn how providers in Canada can get started billing families through brightwheel!
Student Billing Account Overview[For Admins + Billing Only Role] Learn how to navigate around a student's Billing account
Managing Payers Overview[For Admins + Billing Only Role] Learn about the primary payer and how to add and manage additional payers on a student's billing account.
Overview of Billing Reporting Options[For Admin & Billing Only Roles] Learn all about the Billing reporting options available.
Quickbooks Compatibility Guide[For Admins + Billing Only Roles] Learn how to use brightwheel billing reports to transfer data to Quickbooks Online
Invoices Overview[For Admins + Billing Only Role] Learn what's included on invoices and how to manage them.
Create and Manage Reusable Charges[For Admins + Billing Only Role] Learn to create, edit and delete reusable rate charges to save time setting up bill plans and invoices!
Create One-Time Charges[For Admins + Billing Only Role] Bill payers for one-time student fees or services
Create & Manage Billing Plans[For Admins + Billing Only Role] Learn how to create, manage, and deactivate student Billing Plans.
Pause & Resume Billing Plans[For Admins + Billing Only Role] Learn how to pause and/or resume a billing plan for a single or multiple students.
Attendance Billing[For Admins + Billing Only role] Learn to create and process attendance charges to charge student accounts based on their check-in records
Manage Late Payments[For Admins + Billing Only Role] Learn how to process and waive late payment fees, and send overdue payment reminders.
Manage Charges & Invoices[For Admins + Billing Only Role] Learn how to adjust, reduce, void and delete individual charges or entire invoices.
Credits[For Admins + Billing Only Role] Learn how to issue, apply, unapply, and adjust or void credit's on a student's billing account.
Issue & Record Refunds[For Admins + Billing Only Role] Learn how to issue online refunds and record offline refunds
Manage Bad Debt[For Admins + Billing Only Role] Learn how to manage bad debt by a removing past-due balance on a billing account and report on that.
Payments Overview[For Admins & Billing Only Roles] Learn about online and offline payments, failed payments, and more!
Apply Payments[For Admins + Billing Only Role] Learn how to log and apply online and offline payments to invoices.
Bundled Sibling Payments[For Admins + Billing Only Role] Learn about managing sibling family payments (bundled payments) & what the experience is like for families
View Monthly Billing Statements as an Admin[For Admins + Billing Only Role] Discover how to view and download billing statements showing all transactions each month for a student!
Failed Payments[For Admins] Learn how to handle failed payments and other unexpected payment scenarios, like negative deposits and disputed charges.
Understanding Disputed Charges[For Admins] An overview of what disputes are, how to avoid payment disagreements, and the general process for ACH and Credit Card disputes.
Disputed Charges[For Admins] Learn how to view disputed payments in brightwheel, specifics about disputes, and how to submit evidence against a dispute.
Transfer a Payment[For Admins + Billing Only Role] Learn how to transfer a payment from one student's billing account to another
Revenue Report[For Admins + Billing Role only] Learn how to view and export the Revenue report that provides insights into earnings for a program.
Payments & Credits Report[For Admins + Billing Only role] Access and export details for all payments and credits recorded for students in the program.
View & Export Charges[For Admins + Billing Only role] Learn how to view and export data for all of the posted charges created at your school.
View & Export Posted Invoices[For Admins + Billing Only role] Learn to view & export the Invoices Report, showing posted invoices & their status.
Sum and Filter in Google Sheets[For Admins + Billing Only role] Learn how to leverage any spreadsheet software to customize viewing billing reports.
Bill Plans Report[For Admin + Managers] View, export and print student bill plans!
Subsidy attendance Report[For Admins + Managers] Review student attendance and request digital signatures weekly to ensure subsidy attendance reporting compliance.
Subsidy Tracking Overview[For Admins + Billing Only Role] Learn all the steps needed to get setup on our newest Subsidy management experience!
Add a Subsidy Agency as a Payer[For Admins + Billing Only Role] Learn how to add agencies contact information and add an agency as a payer!
Set up and Log Subsidy Payments[For Admins + Billing Only Role] Learn how to create invoices and log payments received from subsidy agencies!
Manage Subsidy Agencies as Payers[For Admins + Billing Only Role] Learn how to edit and delete subsidy agencies!
Track payments made via cash, check or third party[For Admins + Billing Only Role] Learn how to document payments made outside of brightwheel, also known as Offline Payments.
Avoiding & Remedying Payment Disagreements as a ProviderBest practices for schools in avoiding disputed payments or disagreements and how to remedy them if they have already occurred.
Split Charges Between Payers[For Admins + Billing Only role] Learn how to set up charges to be paid by multiple payers.