Each childcare invoice generated through brightwheel is detailed and clear, ensuring all necessary information is included. Each invoice will display the following fields:

•     – Invoice number
•     – Program name
•     – Address
•     – EIN
•     – Invoice date
•     – Dates of service
•     – Assigned payer name
•     – Due date
•     – Current amount due
•     – Charge description and amount
•     – Payment method
•     – Optional notes

Brightwheel provides comprehensive financial reports that give insights into your cash flow, outstanding balances, and payment histories. These reports can be exported, downloaded, and printed if needed. There are robust billing reporting options within brightwheel billing, including the Invoices Report, which shows information about invoices, such as the date they are due, what types of charges are applied, and whether they are paid in full, and the Billing Transactions Report, which gives you a detailed view of all the transactions across your program within a specific date range, transaction type, or room. You can filter, sort, and download the report for customization.

Yes, brightwheel’s latest billing platform is compatible with Quickbooks Online, allowing administrators to effortlessly transfer billing transaction data. This integration streamlines accounting processes and enhances efficiency. Please refer to the Quickbooks Compatibility Guide for more information.

Yes, you can make adjustments to an invoice that has already been posted to a student’s account in brightwheel. Administrators can edit an invoice note or add a note, reduce a charge, or void a charge. Offline payments can also be logged against the invoice.

Yes, brightwheel’s attendance billing tool simplifies student account charging by allowing you to set up attendance charges in advance. It accommodates various types of care, including part-time, drop-in, before/after care, and early drop-off/late pick-up fees. Charging options range from per minute to per hour, half-day, or full-day rates.