Brightwheel Billing

Never chase a payment with the best billing platform in early childhood education

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87 articles in this collection
Written by Kaity, Hadleigh, Dana and 4 others
Billing Implementation

Billing v3: Invite Payers to Billing & Autopay

Let Family and Approved Pickups know they can view invoices, add payment methods, and pay online through brightwheel.
Sabrina avatar
Written by Sabrina
Updated over a week ago

Billing v2: Invite Parents to Billing & Autopay

Let Parents know they can view invoices, add payment methods, and pay online through brightwheel.
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Written by Sabrina
Updated over a week ago

Billing v3: Invite Parents to Billing & Autopay

Let Parents know they can view invoices, add payment methods, and pay online through brightwheel.
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Written by Sabrina
Updated over a week ago

Billing v3: 5 Steps to Set Up Billing

Learn how to set up brightwheel Billing
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Written by Sabrina
Updated over a week ago

Billing v3: Configure Billing Settings

Customize how payers will be able to submit payments
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Written by Sabrina
Updated over a week ago

Billing v3: Creating & Managing Billing Plans

Learn how to create and update student billing plans
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Written by Vee Avenir
Updated over a week ago

Billing v3: Billing Dashboard

Easily manage billing by leveraging the Dashboard to take action on accounts
Heather P avatar
Written by Heather P
Updated over a week ago

Billing v3: Set a Student's Starting Balance

Record a charge or credit toward a student's starting balance
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Written by Vee Avenir
Updated over a week ago

Billing v3: Manage Deposit Account

Learn how to set up and manage the deposit account where payouts will be delivered
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Written by Vee Avenir
Updated over a week ago

Billing v2: Billing Settings

Encourage on-time payment by requiring autopay and define the payment methods accepted.
Hadleigh avatar
Written by Hadleigh
Updated over a week ago

Billing v2: Manage Deposit Account

Accept payments online directly through brightwheel to simplify payment tracking and get paid faster by adding a deposit checking account.
Hadleigh avatar
Written by Hadleigh
Updated over a week ago

Billing v2: Late Payment Fees

Use Late Payment Fees to efficiently review past due balances and add late payment fees in accordance with any program’s policies.
Hadleigh avatar
Written by Hadleigh
Updated over a week ago

Billing v2: Billing Plans

The core of the student’s billing experience; structure statement schedules, recurring charges, and discounts to fit the program’s needs.
Hadleigh avatar
Written by Hadleigh
Updated over a week ago

Billing v2: Set a Student's Starting Balance

Set a student's starting billing balance when migrating to brightwheel billing.
Hadleigh avatar
Written by Hadleigh
Updated over a week ago
Plans and Charges

Billing v2: Bulk Billing Plan Management

Streamline Billing Plan management with the ability to pause, resume, and delete multiple plans at once through the Plans tab.
Hadleigh avatar
Written by Hadleigh
Updated over a week ago

Billing v3: Charges Report

This report provides information about all of the charges created at your school and includes the ability to group into different sections.
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Written by Sabrina
Updated over a week ago

Billing v2: Managing Statements

Configure & update statement schedules for your students in bulk or on an individual basis to determine the billing cadence for parents.
Hadleigh avatar
Written by Hadleigh
Updated over a week ago

Billing v2: Recurring Charges

Add, update, or remove the recurring charges that appear on a student’s statement at any time from the student’s billing plan page.
Hadleigh avatar
Written by Hadleigh
Updated over a week ago

Billing v2: One-time Charges

Add or void the one-off, ad-hoc charges that appear on a student’s statement at any time from the student’s billing plan page
Nicole avatar
Written by Nicole
Updated over a week ago

Billing v3: Create One-Time Charges

Bill payers for one-time student fees or services
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Written by Sabrina
Updated over a week ago

Billing v3: Add Charges to the Library

Streamline billing management by defining services and fees upfront, in the Billing Library
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Written by Vee Avenir
Updated over a week ago

Billing v2: Attendance Billing

Bill only for the hours a student was checked into your center with custom rates.
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Written by Kaity
Updated over a week ago

Billing v3: Attendance Billing

Charge student accounts based on their check-in records
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Written by Sabrina
Updated over a week ago

Billing v2: Discounts

Use discounts to show savings passed on to parents for a specific charge while still maintaining consistent charges and rates.
Hadleigh avatar
Written by Hadleigh
Updated over a week ago

Billing v2: Billing Library

Standardize charges and categories to simplify account management from the Billing Library.
Hadleigh avatar
Written by Hadleigh
Updated over a week ago

Billing v2: Preview Plans Charges

View and manage all student billing plans and recurring charges in a centralized location in brightwheel billing.
Hadleigh avatar
Written by Hadleigh
Updated over a week ago

Billing v2: Pause Billing Plans

Pausing a student’s billing plan makes it possible for admins to temporarily stop new charges from being added to a student’s statement.
Hadleigh avatar
Written by Hadleigh
Updated over a week ago

Billing v3: Pause & Resume a Billing Plan

Learn how to pause and/or resume a billing plan for a single or multiple students
Sabrina avatar
Written by Sabrina
Updated over a week ago

Billing v3: Late Payment Fees

Learn how to set your late payment feel policy, and process late payment charges
Vee Avenir avatar
Written by Vee Avenir
Updated over a week ago

Billing v3: Adjust Invoices

Update invoices before or after they have posted
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Written by Vee Avenir
Updated over a week ago

Billing v3: Invoices Overview

Learn what's included on invoices and how to manage them
Heather P avatar
Written by Heather P
Updated over a week ago
Payments and Deposits

Billing v2: Failed Payments

Learn how to handle failed payments and other unexpected payment scenarios
Sabrina avatar
Written by Sabrina
Updated over a week ago

Billing v3: Failed Payments

Learn how to handle failed payments and other unexpected payment scenarios
Sabrina avatar
Written by Sabrina
Updated over a week ago

Billing v3: Payments & Credits Report

This report provides information about all payments and credits at your school for each individual student.
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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.
Sabrina avatar
Written by Sabrina
Updated this week

Billing v1/v2: Disputed Charges

Learn how to view disputed payments in brightwheel, specifics about disputes, and how to submit evidence against a dispute.
Sabrina avatar
Written by Sabrina
Updated over a week ago

Billing v3: Disputed Charges

Learn how to view disputed payments in brightwheel, specifics about disputes, and how to submit evidence against a dispute.
Sabrina avatar
Written by Sabrina
Updated over a week ago

Billing v2: Understanding Deposits

Learn more about the timing and amounts of your deposits for payments made online through brightwheel.
Hadleigh avatar
Written by Hadleigh
Updated over a week ago

Billing v2: Payments

Track and understand payments from parents to your program both online through brightwheel and external sources, great for subsidies.
Hadleigh avatar
Written by Hadleigh
Updated over a week ago

Billing v3: Payments Overview

Accepting online and offline payments
Sabrina avatar
Written by Sabrina
Updated over a week ago

Billing v3: Record Payments

Keep track of offline payments and apply them to invoices
Sabrina avatar
Written by Sabrina
Updated over a week ago

Billing v3: Viewing 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
Sabrina avatar
Written by Sabrina
Updated over a week ago

Billing v3: Viewing 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
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Written by Sabrina
Updated over a week ago
Best Practices & FAQ's

Billing v2: 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
Hadleigh avatar
Written by Hadleigh
Updated over a week ago

Billing v2: Brightwheel Billing FAQ

Frequently asked questions about brightwheel's billing platform, usability, and timeline for setup and processing.
Hadleigh avatar
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.
Hadleigh avatar
Written by Hadleigh
Updated over a week ago

Billing with Bank Accounts Outside of the US

Can An International Company Process Payments?
Dana avatar
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
Vee Avenir avatar
Written by Vee Avenir
Updated over a week ago

Is My Billing Information Safe?

Billing Security
Dana avatar
Written by Dana
Updated over a week ago

Billing v2: Transfer Overpayments to a Sibling

Transfer a student's account balance to a sibling in cases of mistaken payment or to merge family billing onto a singly student.
Hadleigh avatar
Written by Hadleigh
Updated over a week ago

Billing v2: Billing for Siblings and Families

Merge all billing charges into a single statement by utilizing a single student's billing plan.
Hadleigh avatar
Written by Hadleigh
Updated over a week ago

Billing v3: Sibling or Family Billing

Learn how to bill siblings together in brightwheel
Vee Avenir avatar
Written by Vee Avenir
Updated over a week ago

Billing v3: Billing Payers Separately

Setting up billing for divorced partners or multiple payers
Heather P avatar
Written by Heather P
Updated over a week ago

Billing v2: Sum and Filter in Google Sheets

Leverage any spreadsheet software to find totals in the billing reports after it has been exported.
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Written by Sabrina
Updated over a week ago