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Brightwheel Billing
Brightwheel Billing
Never chase a payment with the best billing platform in early childhood education
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40 articles in this collection
Written by
Tyson Jones,
Katie Talwar,
Grant
and 1 other
Billing Migration Eligibility
Brightwheel’s latest billing platforms allows for greater flexibility and is loaded with features to streamline your center’s billing needs.
Written by
Tyson Jones
Updated over a week ago
Billing Article Directory for Early Adopters
Big changes are coming to brightwheel billing! This guide is for any users who started using brightwheel billing ~June 2019 or before.
Written by
Tyson Jones
Updated over a week ago
Billing Overview
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
Tyson Jones
Updated over a week ago
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
Tyson Jones
Updated over a week ago
Getting Started on Billing
Get started on brightwheel billing! The fastest and easiest way for your school to collect payments.
Written by
Tyson Jones
Updated over a week ago
Billing Implementation
Deposit Account
Accept payments online directly through brightwheel to simplify payment tracking and get paid faster by adding a deposit checking account.
Written by
Tyson Jones
Updated over a week ago
Payment Settings
Encourage on-time payment by requiring autopay and define the payment methods accepted.
Written by
Tyson Jones
Updated over a week ago
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 Plans
The core of the student’s billing experience; structure statement schedules, recurring charges, and discounts to fit the program’s needs.
Written by
Tyson Jones
Updated over a week ago
Set a Student's Starting Balance
Set a student's starting billing balance when migrating to brightwheel billing.
Written by
Tyson Jones
Updated over a week ago
Plans and Charges
Statements
Configure & update statement schedules for your students in bulk or on an individual basis to determine the billing cadence for parents.
Written by
Tyson Jones
Updated over a week ago
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
Tyson Jones
Updated over a week ago
One-time Charges
Add, update, or remove 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
Tyson Jones
Updated over a week ago
Immediate One-time Charges
Bill parents immediately or schedule one-time charges outside the student's billing plan cadence.
Written by
Tyson Jones
Updated over a week ago
Attendance-based Billing
Bill parents for the hours their student was checked into your center in a given timeframe with custom hourly rates.
Written by
Tyson Jones
Updated over a week ago
Discounts
Use discounts to show savings passed on to parents for a specific charge while still maintaining consistent charges and rates.
Written by
Tyson Jones
Updated over a week ago
Charge Library
Standardize your charges and simplify your accounting by creating a library of charges that can be added to student statements at any time.
Written by
Tyson Jones
Updated over a week ago
Preview Plans Charges
View and manage all student billing plans and recurring charges in a centralized location in brightwheel billing.
Written by
Tyson Jones
Updated over a week ago
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
Tyson Jones
Updated over a week ago
Correcting Account Balances
Account Balances
Understand how balances appear on student accounts and how they are affected by the actions taken against the account.
Written by
Tyson Jones
Updated over a week ago
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
Tyson Jones
Updated over a week ago
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
Tyson Jones
Updated over a week ago
Refunds
Return funds to a parent for specific payments made to your program up to the full amount of the payments.
Written by
Tyson Jones
Updated over a week ago
Payments and Deposits
Failed Payments & Disputed Charges
Find out more about those rare occurrences where a payment fails or a charge has been disputed by the payer and what to do about it.
Written by
Tyson Jones
Updated over a week ago
Understanding Deposits
Learn more about the timing and amounts of your deposits for payments made online through brightwheel.
Written by
Tyson Jones
Updated over a week ago
Payments
Track and understand payments from parents to your program both online through brightwheel and external sources, great for subsidies.
Written by
Tyson Jones
Updated over a week ago
Subsidy Tracking
Subsidy Tracking Overview
Use brightwheel billing to track agencies and subsidy payments for each student.
Written by
Tyson Jones
Updated over a week ago
Adding an Agency
Manage your school’s list of agencies responsible for subsidizing tuition payments for your students.
Written by
Tyson Jones
Updated over a week ago
Record a Subsidy Payment
Track subsidy payments across multiple students and time periods directly in brightwheel Billing.
Written by
Tyson Jones
Updated over a week ago
Best Practices & FAQ's
Brightwheel Billing FAQ
Frequently asked questions about brightwheel's billing platform, usability, and timeline for setup and processing.
Written by
Tyson Jones
Updated over a week ago
Avoiding Payment Disagreements
Best practices for schools and parents in avoiding disputed payments or disagreements.
Written by
Tyson Jones
Updated over a week ago
Billing with Bank Accounts Outside of the US
Can An International Company Process Payments?
Written by
Grant
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
Katie Talwar
Updated over a week ago
Is My Billing Information Safe?
Billing Security
Written by
Grant
Updated over a week ago
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
Tyson Jones
Updated over a week ago
Billing for Siblings and Families
Merge all billing charges into a single statement by utilizing a single student's billing plan.
Written by
Tyson Jones
Updated over a week ago
Sum and Filter in Excel
Leverage any spreadsheet software to find totals in the billing reports after it has been exported.
Written by
Tyson Jones
Updated over a week ago
Tax Reporting and Documentation
Brightwheel Billing Tax Reporting for Schools
Learn more about end of year reporting, what to expect from brightwheel, and what you should do to prepare.
Written by
Tyson Jones
Updated over a week ago
Changing Tax Details
Any changes that need to be made to your billing account that relates to tax settings.
Written by
Tyson Jones
Updated over a week ago
Form 1099-K FAQ
Get the information need regarding expectations around the IRS 1099-K form in preparation for tax season.
Written by
Tyson Jones
Updated over a week ago