Brightwheel Billing | Brightwheel Help Center

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 this week

Payment Settings

Get paid faster by requiring autopay for parents and determine which payment methods your program accepts.

Written by Tyson Jones
Updated over a week ago

Billing Plans

The core of a student’s billing experience: structure statement schedules and recurring charges to best fit your program’s needs.

Written by Tyson Jones
Updated over a week ago

Set a Student's Starting Balance

Set a student's billing balance when creating a billing plan for them.

Written by Michael Klinsky
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

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

Account Balances

Understand how balances appear on student accounts and how they are affected by the actions taken by administrators and parents.

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

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

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.

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

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

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

Subsidy Tracking

Subsidy Tracking Overview

Use brightwheel billing to track agencies and subsidy payments for each student.

Written by Tyson Jones
Updated this week

Adding an Agency

Manage your school’s list of agencies responsible for subsidizing tuition payments for your students.

Written by Tyson Jones
Updated this week

Record a Subsidy Payment

Track subsidy payments across multiple students and time periods directly in brightwheel Billing.

Written by Tyson Jones
Updated this week

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

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

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

Does brightwheel integrate with Quickbooks?

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

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