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How to Create a New Charge Category
Updated over a year ago

Charge Categories allow your organization to set up a Chart of Accounts by defining the categories to use for charges.

A Charge Category includes a title, charge items, and, optionally, a class program. A charge shows the amount, charge date, and due date for a single transaction, which may include:

  • Connected Discounts;

  • Payments against the charge;

  • Refunds (if issued against a payment connected to the charge).

  1. Click Business Tools > Billing Manager from the left navigation menu.

  2. From the upper right-hand corner, click Billing Setup...

  3. Click Charge Categories > Add New...

  4. Fill out the form as required/desired.

  5. Click Save Changes.

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