Create Fixed Charges

[For Admins + Billing Only Role] Learn how to create reusable fixed rate charges for recurring billing plans or one-time charges.

Sabrina avatar
Written by Sabrina
Updated over a week ago

There are two ways to add a new Fixed Charge to the Library. The first is by selecting the Save to Library checkbox when adding charges to a billing plan — this will save that charge for future use in the Library. The second is by creating Fixed Charges directly from the Billing Library as outlined below.

  1. Log in to brightwheel on the web

  2. Select Billing from the left sidebar and then select the Library tab

  3. Go to the Fixed Charges tab

  4. Click the purple Create a new fixed charge button and enter in the Category, Description, and Amount of the charge

  5. Once complete, click Save to library

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