Brightwheel Billing

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 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 this week

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 this week

Billing v3: Steps to Set Up Billing

Learn how to set up brightwheel Billing for your program in just 6 steps!

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 this week

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 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 v3: Quickbooks Compatibility Guide

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

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Written by Genevieve M Smyth
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

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 yesterday

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

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 this week

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 this week

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

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 over a week ago

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

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

Billing v3: 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 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

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 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