What are plans?
Similar to a recurring calendar event, plans are a tool we created just for our schools. When you create a new plan you are setting up as schedule for our platform to create invoices to those set parameters. No need to log to create the same invoice over and over!
How often can I send a plan?
You can create weekly, bi-weekly (every 14 days), or monthly plans.
Can I add the dates of service to invoices sent with plans?
Yes, you can opt to automatically add the dates of service to each invoice. Depending on the frequency of invoices you send to your parents, you can choose to have the dates of service on the invoice displayed for the current, previous, or following month. We even have a handy tool that will calculate the dates which will appear on the first invoice before you create the plan, and show you a preview!
Can a child be on more than one plan?
No, not at this time. You can always supplement a plan with as many one-time invoices as you'd like! If you are trying to create a new plan and do not see a child's name, then they already have a plan assigned to them. You can view current plans from your Plans page here: https://schools.mybrightwheel.com/billing/plans
Can I make a change to a plan?
Yes! You can edit, pause, or cancel a plan. It's always worth double-checking your Invoices page before making any changes to your plans, as the invoices visible on that page can be seen by your parents and taken action against. Note that once an invoice has been created and sent through a plan, editing or deleting a plan will not delete that invoice.
Can my parents see their plans?
No. Plans are only visible to the school. Your parents will only be able to see and make payments on invoices.