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 | |||||