Brightwheel Billing

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

Michael Klinsky avatar Tyson Jones avatar Katie Talwar avatar +1
36 articles in this collection
Written by Michael Klinsky, Tyson Jones, Katie Talwar and 1 other
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.
Tyson Jones avatar
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.
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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.
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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.
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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.
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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.
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Written by Tyson Jones
Updated over a week ago

Account Balances

Understand how balances appear on student accounts and how they are affected by the actions taken by administrators and parents.
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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.
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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.
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Written by Tyson Jones
Updated over a week ago

Adjusting a Charge

The best way to reduce the amount owed by the parent for a specific charge. Credits can exceed the current balance of the student’s account.
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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.
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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.
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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.
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Written by Tyson Jones
Updated over a week ago

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.
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Written by Tyson Jones
Updated over a week ago
Best Practices & FAQ's

Changing Tax Details

Any changes that need to be made to your billing account that relates to tax settings.
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Written by Tyson Jones
Updated over a week ago

Brightwheel Billing FAQ

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

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.
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Written by Tyson Jones
Updated over a week ago

Avoiding Payment Disagreements

Best practices for schools and parents in avoiding disputed payments or disagreements.
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Written by Tyson Jones
Updated over a week ago

Billing with Bank Accounts Outside of the US

Can An International Company Process Payments?
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Written by Grant
Updated over a week ago

Does brightwheel integrate with Quickbooks?

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Written by Katie Talwar
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
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Written by Katie Talwar
Updated over a week ago

Is My Billing Information Safe?

Billing Security
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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.
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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.
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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.
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Written by Tyson Jones
Updated over a week ago