Create a billing rate

• Finance
• Director
• Admin
• Needs: Create Rates
• Desktop
• Draft

If you don't see this

• It needs the Create Rates permission. A director grants it under Manage School → Staff → Permissions.

Rates are the price list every invoice and Recurring Tuition schedule draws from. Rates belong to a school year.

Steps

1. On the sidebar, open Dashboards → Billing, click More, and choose Edit Rates. (From Legacy Billing, click the gear icon, Manage Billing Rates.)
2. Pick the type chip and the School Year you want.

   Screenshot coming soon01 · billing_rates

   Manage Billing Rates with the rate type chips and school year picker

3. Click + (Add Rate).
4. Enter the Name and choose the Rate Type.
5. Enter the Weekly and/or Monthly amount. For a discount, first choose Flat Amount ($) or Percentage (%).

   Screenshot coming soon02 · billing_rates

   The Create Rate sheet

6. For a scholarship or voucher whose amount differs by child, check Variable Scholarship or Variable Voucher ("Amount varies per child"). Check Requires reconciliation to track payments from an outside funder.
7. Under How is this rate billed?, choose School Year (40 weeks / 10 months per year) or Calendar Year (52 weeks / 12 months).
8. Optionally set Service Times, then click Create.

Tips

• A rate with no price for a frequency cannot be used on a schedule of that frequency. Fill in both amounts if you bill both ways.
• Enrollment rates are registration fees.

Troubleshooting

• No Add Rate button. You need the Create Rates permission in addition to Billing.