Create & Manage Fee Categories

Fee Categories are customizable and allow you to place all one time fees and recurring fees into buckets or categories. When a One Time Fee or Recurring Fee is added to a family's account, you must select a category from the existing drop-down menu or you can create a new fee category.

The Fee Categories Report displays a list of the fees that have been invoiced during a selected date range.

Add a Fee Category

Follow these steps to create, edit, or delete a Fee Category.

1. Go to the Left Menu > Finances.
   Note: Be sure you have the right site selected at the top of the page.
   
   
   
2. Click the Manage Fee Categories link on the Billing card.
3. Click the Create a Fee Category link on the Fee Categories page if no categories have been created, or click the +New Fee Category button to add additional categories.
4. Enter the Name of the category in the Create New Fee Category window and click Add. This will add a new category to the page in alphabetical order.
   • Click the Options iconto Edit or Delete the category from the page.
   • These categories will be available in the drop-down menu when a one time or recurring fee is added to a family's account.