Currently in brightwheel billing, the best operational practice is to set up billing plans and charges for each student individually and have parents pay against those balances separately. This method will have the most beneficial outcomes in regard to reporting and accounting for the school. Unfortunately, this also results in multiple processing fees and potential difficulty for parents and families.
This article outlines the current best practice for merging family/sibling billing into a single profile. While brightwheel is working on expanding our offering in regard to billing families, this solution is a workaround that may help your school and families.
How to Bill for Siblings on a Single Statement
If merging all of a family's billing into a single statement is necessary, we recommend that this be done from the youngest student's billing account. Essentially, any charges associated with all of the students in the same family will be added to a single student's profile. The remaining students will not have a billing plan associated with their account.
The set up is the same as setting up a billing plan for a single student. The primary difference is that this student will have multiple recurring charges to represent the billing needs of their siblings.
From the billing section of brightwheel, locate the youngest student in the family and set up their billing plan
Add recurring charges for each sibling and be sure to add their name to the notes of each of those charges
Since all of the charges associated with this family will be on a single statement, parents will only be able to make payments against this single student's balance. The notes that were added to the charges will help them determine which charges are for which student.