How to Create a Charge Category

Modified on Tue, 16 Jul at 4:01 PM

Charge Categories are designed to help you sort and locate charges.

Display Order is used to define the order of charges when generating an invoice.




Quick Guide


Step 1 - Navigate to the Configuration then select Charges under Financials
Step 2 - Select the +Charge Category button
Step 3 - Assign a Name for the Charge Category (e.g. Late Fees) then click Save

Step 4 - Click on any of the Charge Categories, hold and drag to change the display order



Step by Step Guide


Step 1 - Navigate to Configuration then select Charges under Financials




Step 2 - Select the +Charge Category button




Step 3 - Assign a Name for the Charge Category (e.g. Late Fees) then click Save




Step 4 - Click on any of the Charge Categories, hold and drag to change the display order



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