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The Plans tab in brightwheel Billing is designed to be an easy-to-read dashboard of all student billing plans and recurring charges that will be posted on the next statement. From this page, administrators can add new charges or adjust recurring charges that post to the student's statement each billing cycle.

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Billing Plans Dashboard

The Billing Plans dashboard is a simple consolidated view of all students enrolled in your school and their billing plan information. This dashboard allows administrators to filter by Classroom, Billing Interval, and Plan Status. This is a great way to better understand who has an active plan, which students need a billing plan set up, when statements are positing for payment, and when those payments are due. 

Managing Plans

Administrators are able to quickly manage billing plans in bulk from the Plans tab of the billing platform. You can also easily access the student billing profiles by clicking on the student's name, manage their existing billing plan, or create a new plan from this tab.

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