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Brightwheel Billing
Brightwheel Billing
Never chase a payment with the best billing platform in early childhood education
+4
87 articles in this collection
Written by
Kaity,
Hadleigh,
Dana
and 4 others
Billing v3: Our Best Billing Experience!
Meet Our New & Improved Billing Experience
Written by
Sabrina
Updated over a week ago
Billing v3: 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 v3: 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
Billing v2: Invite Parents to Billing & Autopay
Let Parents know they can view invoices, add payment methods, and pay online through brightwheel.
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.
Written by
Sabrina
Updated over a week ago
Billing v3: 5 Steps to Set Up Billing
Learn how to set up brightwheel Billing
Written by
Sabrina
Updated over a week ago
Billing v3: Configure Billing Settings
Customize how payers will be able to submit payments
Written by
Sabrina
Updated over a week ago
Billing v3: Creating & Managing Billing Plans
Learn how to create and update student billing plans
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
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
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
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.
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.
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.
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.
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.
Written by
Hadleigh
Updated over a week ago
Billing Overview
Billing v3: Directory for brightwheel's Newest Billing Experience
View all help content related to brightwheel's newest billing platform
Written by
Hadleigh
Updated over a week ago
Billing v3: Student Billing Account Overview
Learn how to navigate a student's Billing Account
Written by
Vee Avenir
Updated over a week ago
Billing v3: 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
Billing v2: Brightwheel Billing Overview
Learn why brightwheel’s billing platform is the best in Early Childhood Education and how it can save you time and get you paid faster!
Written by
Hadleigh
Updated over a week ago
Billing v2: Getting Started on Billing
Get started on brightwheel billing! The fastest and easiest way for your school to collect payments.
Written by
Hadleigh
Updated over a week ago
Billing v2: Student Billing Accounts
Understand and view the billing activity of a single student right from one page including balances, statements, & parent payment info.
Written by
Hadleigh
Updated over a week ago
Billing v3: Invoices Report
Learn about how to create and export the V3 Invoices Report as an administrator
Written by
Sabrina
Updated over a week ago
Billing v1: Article Directory for Early Adopters
This guide is for any programs using brightwheel Billing version 1.
Written by
Hadleigh
Updated over a week ago
Billing Migration
Updating from Version 1 to Version 3
Our newest billing platform is here! This article provides an overview of how to upgrade and key changes to be aware of.
Written by
Sabrina
Updated over a week ago
Billing v3: 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
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.
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.
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.
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.
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
Written by
Nicole
Updated over a week ago
Billing v3: Create One-Time Charges
Bill payers for one-time student fees or services
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
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.
Written by
Kaity
Updated over a week ago
Billing v3: Attendance Billing
Charge student accounts based on their check-in records
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.
Written by
Hadleigh
Updated over a week ago
Billing v2: Billing Library
Standardize charges and categories to simplify account management from the Billing Library.
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.
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.
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
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
Written by
Vee Avenir
Updated over a week ago
Billing v3: Adjust Invoices
Update invoices before or after they have posted
Written by
Vee Avenir
Updated over a week ago
Billing v3: 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
Billing v2: Account Balances
Understand how balances appear on student accounts and how they are affected by the actions taken against the account.
Written by
Hadleigh
Updated over a week ago
Billing v2: Billing Credits
Billing credits are a great way to reduce a student’s account balance. While account credits reflect over-payment by the student.
Written by
Hadleigh
Updated over a week ago
Billing v3: Credits
Issue credits on student accounts and apply/unapply them towards invoices
Written by
Sabrina
Updated over a week ago
Billing v2: Reduce or Void a Charge
Correct mistaken charge amounts after the post date by reducing or voiding the charge amount from the student’s billing account.
Written by
Hadleigh
Updated over a week ago
Billing v3: Reduce/Void Charges & Offline Payments
Keep track of payments and unapply and apply them to invoices.
Written by
Sabrina
Updated over a week ago
Billing v2: Refunds
Return funds to a parent for specific payments made to your program up to the full amount of the payments.
Written by
Hadleigh
Updated over a week ago
Billing v3: Refunds
Issue and record refunds for online and offline payments
Written by
Vee Avenir
Updated over a week ago
Payments and Deposits
Billing v2: Failed Payments
Learn how to handle failed payments and other unexpected payment scenarios
Written by
Sabrina
Updated over a week ago
Billing v3: Failed Payments
Learn how to handle failed payments and other unexpected payment scenarios
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.
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 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.
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.
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.
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.
Written by
Hadleigh
Updated over a week ago
Billing v3: Payments Overview
Accepting online and offline payments
Written by
Sabrina
Updated over a week ago
Billing v3: Record Payments
Keep track of offline payments and apply them to invoices
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
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
Written by
Sabrina
Updated over a week ago
Subsidy Tracking
Billing v2: Subsidy Tracking Overview
Use brightwheel billing to track agencies and subsidy payments for each student.
Written by
Hadleigh
Updated over a week ago
Billing v3: Subsidy Tracking Overview
Record expected payments from subsidy agencies, as well as actual received amounts
Written by
Vee Avenir
Updated over a week ago
Billing v2: Adding an Agency
Capture agency and payment information for subsidy funds
Written by
Hadleigh
Updated over a week ago
Billing v3: Add an Agency
Capture agency and payment information for subsidy funds
Written by
Vee Avenir
Updated over a week ago
Billing v2: Record a Subsidy Payment
Track subsidy payments across multiple students and time periods directly in brightwheel Billing.
Written by
Hadleigh
Updated over a week ago
Billing v3: Log a Subsidy Payment
Record payments received from subsidy agencies
Written by
Vee Avenir
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
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.
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
Hadleigh
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
Is My Billing Information Safe?
Billing Security
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.
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.
Written by
Hadleigh
Updated over a week ago
Billing v3: Sibling or Family Billing
Learn how to bill siblings together in brightwheel
Written by
Vee Avenir
Updated over a week ago
Billing v3: Billing Payers Separately
Setting up billing for divorced partners or multiple payers
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.
Written by
Sabrina
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
Share related help center content or PDF resources with parents to help them with tax reporting questions and guidance
Written by
Sabrina
Updated over a week ago