Billing Library Overview

[For Admins + Billing Only Role] Learn how to create, organize, and manage reusable charges in the Billing Library.

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Written by Sabrina
Updated over a week ago

The Billing Library allows administrators to easily create, organize, and edit reusable charges without having to recreate them each time.

Navigate to the Library from your account on the web by opening the Billing page and jumping to the Library tab. Once on this tab, learn more about each option available.

Description

Help Center Resource

Plan Templates

The Plan Template Library allows you to create and edit billing plan templates. You can then set up student billing plans from these templates. Changes made to plan templates from the Library will not impact your previously created billing plans or previously processed activity.

Fixed Charges

The Fixed Charge Library allows you to create, edit and delete reusable fixed rate charges. These charges can be added to recurring billing plans or processed as one-time fees. Changes made to fixed charges from the Library will not impact your billing plans or previously processed activity.


Variable Charges

The Variable Charge Library allows you to create, edit and delete reusable variable rate charges. These charges can be used for attendance billing, before or after school care services, and/or late pickup/early drop-off fees, and can be processed as one-time fees. Changes made to variable charges from the Library will not impact previously processed activity.

Categories

The Category Library allows you to create and view categories that you can use to group similar charges together. This can also be valuable for reporting purposes, for example, if you want to report on all your Tuition category charges.

💡 Learn how to Manage Charges in the Billing Library as well!

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