Categories allow administrators to organize groups of similar charges. This can be valuable for reporting purposes, such as reporting on all Tuition charges, or to separate different charges by type or program.
🚩 Once created, a charge category can not be deleted. Please be mindful of this to ensure the category is exactly what is needed and there are no typos before creating.
Log in to brightwheel on the web
Select the Billing tab from the purple dashboard menu, and open the Library
Go to the Categories tab
Click the purple Create a new category button in the top right corner
Complete the fields with the appropriate information and details, and click Save to library
💡 Once you've created charge categories, start creating Fixed Charges (useful if billing on a consistent, recurring cadence) or Variable Charges (useful if billing based on attendance).