Brightwheel Billing | Brightwheel Help Center

Our Best Billing Experience!

Meet our current and most improved billing experience

Written by Sabrina
Updated over a week ago

Billing Overview for Parents & Payers

Learn how to set up payment methods, pay for invoices, and access student billing information

Written by Sabrina
Updated over a week ago

Which Billing version am I using?

Identify which version of brightwheel's Billing platform is active in your account, and quickly find related Help Content.

Written by Hadleigh
Updated over a week ago

Billing Implementation

Billing Set-Up Guide

Learn how to set up brightwheel billing in just 3 easy steps!

Written by Sabrina
Updated over a week ago

Configure Billing Settings

Customize how payers will be able to submit payments

Written by Sabrina
Updated over a week ago

Manage Deposit Account

Learn how to set up and manage the deposit account where payouts will be delivered

Written by Vee Avenir
Updated over a week ago

Billing Dashboard

Easily manage billing by leveraging the Dashboard to take action on accounts

Written by Heather P
Updated over a week ago

Set a Student's Starting Balance

Record a charge or credit toward a student's starting balance

Written by Vee Avenir
Updated over a week ago

Creating & Managing Billing Plans

Learn how to create and update student billing plans

Written by Sabrina
Updated over a week ago

Invite Payers to Billing & Autopay

Let Family and Approved Pickups know they can view invoices, add payment methods, and pay online through brightwheel.

Written by Sabrina
Updated over a week ago

Invite Parents to Billing & Autopay

Let Parents know they can view invoices, add payment methods, and pay online through brightwheel.

Written by Sabrina
Updated this week

Billing Overview

Directory for brightwheel's Legacy Billing Experience

View all help content related to brightwheel's legacy billing platform

Written by Sabrina
Updated over a week ago

Directory for brightwheel's Billing Experience

View all help content related to brightwheel's billing platform

Written by Hadleigh
Updated over a week ago

Student Billing Account Overview

Learn how to navigate a student's Billing Account

Written by Vee Avenir
Updated over a week ago

Billing Data & Reporting

Access and analyze billing data to see details on aging balances, deposits, transactions, and more

Written by Vee Avenir
Updated over a week ago

Quickbooks Compatibility Guide

Learn how to use our reports to transfer your billing data from brightwheel to Quickbooks Online

Written by Genevieve M Smyth
Updated over a week ago

Billing Migration

Access Legacy Billing Data

Learn how to access your legacy Billing data (from Billing Version 1) within your account as an admin and as a parent!

Written by Sabrina
Updated over a week ago

Updating to the Newest Billing Experience

Learn how to update your billing version to the newest experience

Written by Sabrina
Updated over a week ago

Updating from Version 2 to Version 3

Frequently asked questions related to updating from V2 of billing to V3 of billing

Written by Sabrina
Updated over a week ago

Plans and Charges

Create One-Time Charges

Bill payers for one-time student fees or services

Written by Sabrina
Updated over a week ago

Add Charges to the Library

Streamline billing management by defining services and fees upfront, in the Billing Library

Written by Vee Avenir
Updated over a week ago

Attendance Billing

Charge student accounts based on their check-in records

Written by Sabrina
Updated over a week ago

Pause & Resume a Billing Plan

Learn how to pause and/or resume a billing plan for a single or multiple students

Written by Sabrina
Updated over a week ago

Late Payment Fees

Learn how to set your late payment feel policy, and process late payment charges

Written by Vee Avenir
Updated over a week ago

Adjust Invoices

Update invoices before or after they have posted

Written by Vee Avenir
Updated over a week ago

Invoices Overview

Learn what's included on invoices and how to manage them

Written by Heather P
Updated over a week ago

Correcting Account Balances

Credits

Issue credits on student accounts and apply/unapply them towards invoices

Written by Sabrina
Updated over a week ago

Reduce/Void Charges & Offline Payments

Keep track of payments and unapply and apply them to invoices.

Written by Sabrina
Updated over a week ago

Refunds

Issue and record refunds for online and offline payments

Written by Vee Avenir
Updated over a week ago

Payments and Deposits

Payments Overview

Accepting online and offline payments

Written by Sabrina
Updated over a week ago

Record Payments

Keep track of offline payments and apply them to invoices

Written by Sabrina
Updated over a week ago

Send a Payment Reminder

Quickly and easily send a payment remind for unpaid invoices to payers to prompt them to take action!

Written by Sabrina
Updated over a week ago

Bundled Sibling Payments

Learn how to manage sibling/family payments and what this experience is like for your families!

Written by Sabrina
Updated over a week ago

View Billing Statements as a Parent

Use Parent statements as a monthly snapshot of each account's standing or to view detailed transaction information for the year

Written by Sabrina
Updated over a week ago

View Billing Statements as an Administrator

Use Administrator statements as a monthly snapshot of each account's standing or to view detailed transaction information for the year

Written by Sabrina
Updated over a week ago

Failed Payments

Learn how to handle failed payments and other unexpected payment scenarios

Written by Sabrina
Updated over a week ago

Understanding Disputed Charges

An overview of what disputes are, how to avoid payment disagreements, and the general process for ACH and Credit Card disputes.

Written by Sabrina
Updated over a week ago

Disputed Charges

Learn how to view disputed payments in brightwheel, specifics about disputes, and how to submit evidence against a dispute.

Written by Sabrina
Updated over a week ago

Reporting

Revenue Report

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Written by Collin Waldoch
Updated over a week ago

Payments & Credits Report

This report provides information about all payments and credits at your school for each individual student.

Written by Sabrina
Updated over a week ago

Charges Report

This report provides information about all of the charges created at your school and includes the ability to group into different sections.

Written by Sabrina
Updated over a week ago

Invoices Report

Learn about how to create and export the V3 Invoices Report as an administrator

Written by Sabrina
Updated over a week ago

Subsidy Tracking

Subsidy Tracking Overview

Record expected payments from subsidy agencies, as well as actual received amounts

Written by Vee Avenir
Updated over a week ago

Add an Agency

Capture agency and payment information for subsidy funds

Written by Vee Avenir
Updated over a week ago

Log a Subsidy Payment

Record payments received from subsidy agencies

Written by Vee Avenir
Updated over a week ago

Best Practices & FAQ's

brightwheel Billing for Offline Billing

Using brightwheel's Billing platform to track account balances for International programs, or programs that collect cash or check payments

Written by Hadleigh
Updated over a week ago

Avoiding & Remedying Payment Disagreements

Best practices for schools and parents in avoiding disputed payments or disagreements and how to remedy them if they have already occurred.

Written by Sabrina
Updated over a week ago

Billing with Bank Accounts Outside of the US

Can An International Company Process Payments?

Written by Dana
Updated over a week ago

Why do you need personal information to verify my company's billing account?

brightwheel is asking for my photo ID or last four digits of my social security number

Written by Vee Avenir
Updated over a week ago

Billing Payers Separately

Learn how to set up billing for multiple payers

Written by Heather P
Updated over a week ago

Tax Reporting and Documentation

Tax Season Reporting: Student Transaction Summary

Parents & admins can export a summary of all transactions by date range that includes charges, payments, dates, and School EIN & address.

Written by Hadleigh
Updated over a week ago

Tax Reporting for Providers

Preparing for tax season as a provider and how brightwheel can help

Written by Sabrina
Updated over a week ago

Form 1099-K

Learn more about the eligibility requirements and common questions surrounding the IRS 1099-K form to prepare for tax season.

Written by Hadleigh
Updated over a week ago

Changing Tax Details

How to update tax details in your program's billing account

Written by Hadleigh
Updated over a week ago

Tax Timeline for Providers

Preparing for tax season as a provider and understanding the associated timeline

Written by Hadleigh
Updated over a week ago

Tax Resources to share with Parents

Written by Sabrina
Updated over a week ago