Go to brightwheel
All Collections
Brightwheel Billing
Brightwheel Billing
Never chase a payment with the best billing platform in early childhood education
+4
53 articles in this collection
Written by
Hadleigh,
Dana,
Heather P
and 4 others
Our Best Billing Experience!
Meet our current and most improved billing experience
Written by
Sabrina
Updated over a week ago
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 Set-Up Guide
Learn how to set up brightwheel billing in just 3 easy steps!
Written by
Sabrina
Updated over a week ago
Configure Billing Settings
Customize how payers will be able to submit payments
Written by
Sabrina
Updated over a week ago
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 Dashboard
Easily manage billing by leveraging the Dashboard to take action on accounts
Written by
Heather P
Updated over a week ago
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
Creating & Managing Billing Plans
Learn how to create and update student billing plans
Written by
Sabrina
Updated over a week ago
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
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 Overview
Directory for brightwheel's Legacy Billing Experience
View all help content related to brightwheel's legacy billing platform
Written by
Sabrina
Updated over a week ago
Directory for brightwheel's Billing Experience
View all help content related to brightwheel's billing platform
Written by
Hadleigh
Updated over a week ago
Student Billing Account Overview
Learn how to navigate a student's Billing Account
Written by
Vee Avenir
Updated over a week ago
Primary Payer Overview
Learn what being the primary payer on a student's billing account means and how admins can manage the primary payer.
Written by
Sabrina
Updated over a week ago
Billing 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
Quickbooks Compatibility Guide
Learn how to use our reports to transfer your billing data from brightwheel to Quickbooks Online
Written by
Genevieve M Smyth
Updated over a week ago
Billing Migration
Access Legacy Billing Data
Learn how to access your legacy Billing data (from Billing Version 1) within your account as an admin and as a parent!
Written by
Sabrina
Updated over a week ago
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
Learn what data transfers to V3 and how to access legacy data as a provider and as a parent.
Written by
Sabrina
Updated over a week ago
Plans and Charges
Create One-Time Charges
Bill payers for one-time student fees or services
Written by
Sabrina
Updated over a week ago
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
Attendance Billing
Charge student accounts based on their check-in records
Written by
Sabrina
Updated over a week ago
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
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
Adjust Invoices
Update invoices before or after they have posted
Written by
Vee Avenir
Updated over a week ago
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
Credits
Issue credits on student accounts and apply/unapply them towards invoices
Written by
Sabrina
Updated over a week ago
Reduce/Void Charges & Offline Payments
Keep track of payments and unapply and apply them to invoices.
Written by
Sabrina
Updated over a week ago
Refunds
Issue and record refunds for online and offline payments
Written by
Vee Avenir
Updated over a week ago
Payments and Deposits
Payments Overview
Accepting online and offline payments
Written by
Sabrina
Updated over a week ago
Record Payments
Keep track of offline payments and apply them to invoices
Written by
Sabrina
Updated over a week ago
Send a Payment Reminder
Quickly and easily send a payment remind for unpaid invoices to payers to prompt them to take action!
Written by
Sabrina
Updated over a week ago
Bundled Sibling Payments
Learn how to manage sibling/family payments and what this experience is like for your families!
Written by
Sabrina
Updated over a week ago
View Billing 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
View Billing 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
Failed Payments
Learn how to handle failed payments and other unexpected payment scenarios
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
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
Reporting
Revenue Report
C
Written by
Collin Waldoch
Updated over a week ago
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
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
Invoices Report
Learn about how to create and export the V3 Invoices Report as an administrator
Written by
Sabrina
Updated over a week ago
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
Subsidy Tracking
Getting Started with Subsidies
Learn all the steps you need to take to get setup to use our newest Subsidy management experience!
Written by
Sabrina
Updated over a week ago
Subsidy Tracking Overview
Learn how to leverage our improved Subsidies feature to track subsidy payments from state, federal, and local agencies.
Written by
Sabrina
Updated over a week ago
Add an Agency
Learn how to add agencies contact information, add an agency as a payer, and manage agencies!
Written by
Sabrina
Updated over a week ago
Log a Subsidy Payment
Learn how to log payments received from subsidy agencies!
Written by
Sabrina
Updated over a week ago
Best Practices & FAQ's
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
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
Billing Payers Separately
Learn how to set up billing for multiple payers
Written by
Heather P
Updated over a week ago