Create Charge Categories

[For Admins + Billing Only Role] Learn how to create charge categories in the Billing Library to group similar charges together.

Sabrina avatar
Written by Sabrina
Updated over a week ago

Categories allow administrators to organize groups of similar charges. This can be valuable for reporting purposes, such as reporting on all Tuition charges, or to separate different charges by type or program.

🚩 Once created, a charge category can not be edited or deleted. Please be mindful of this to ensure the category is exactly what is needed and there are no typos before creating.

  1. Log in to brightwheel on the web

  2. Select the Billing tab from the purple dashboard menu, and open the Library

  3. Go to the Categories tab

  4. Click the purple Create a new category button in the top right corner

  5. Complete the fields with the appropriate information and details, and click Save to library

💡 Once you've created charge categories, start creating Fixed Charges (useful if billing on a consistent, recurring cadence) or Variable Charges (useful if billing based on attendance).

Did this answer your question?