What is a billing category?

Each fee in your financial section can be associated to a billing category. This allows you to track school-wide totals and helps you forecast your finances for next year. When you run an Account Balances report, you can see school-wide balances grouped by Billing Category within your school.  So you will be able to see, for example, any students who owe a tuition balance.  The “Billing Categories” that you create will also show up next to the individual charges on invoices.

You should configure your billing categories prior to configuring your actual fee types.

How to set up Billing Categories

  1. To set these up, click on the “Admin” tab at the top right-hand corner of your screen within your financial section. Then click on the “coding” button at the top of your screen.  Under “Data Entry Select Lists” on the left-hand side of your screen, click on “27. Financial- Billing Categories.

2. Click the “Add” button and type the title of the new billing category that you would like to create. Click the “save” button.

That billing category will now be available to you when you enter in fees and transactions in the student ledger and will also appear as a category on the “Account Balances” report.