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Brightwheel Invoice Creation: Difference between revisions

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|Open the Brightwheel Invoice Generator Template
|Open the [https://docs.google.com/spreadsheets/d/1YRe7bWPqJkMuszgPIJWg944KcJN6c-hKBEWw6qDk-Xo/edit#gid=1318696368 Brightwheel Invoice Generator Template]
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Latest revision as of 14:35, 6 August 2023

Step 1
Log in to Brightwheel
Reporting
Reports
Deposits Report
Input the dates of the month
Export the file
Download the deposit report as a google sheet
Step 2
Open the Brightwheel Invoice Generator Template
Select all of the downloaded deposit from the google sheet
Copy the selected information
Paste it into the template starting at Cell A5
Step 3
Use Column G to map the payment to the appropriate department
p = Preschool
s = School Age
a = After School
* don't forget to also map the refunds
(scroll right to find parent names for refunds)
These will sum the department totals in cells G1, G2 and G3
Verify that G4 matches Cell E2
Reference
Column E is the amount that was paid for the student in Column F
Column E sums in Cell E2