Edit or delete 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.

Editing a rate can update every child's Recurring Tuition that uses it. Invoices already created are never changed.

Before you start

• Finish Create a billing rate first.

Steps

1. Open Manage Billing Rates (Dashboards → Billing → More → Edit Rates).
2. Click the rate, or click the search icon (Search Rates) to find it across all types.

   Screenshot coming soon01 · billing_rates

   Searching rates across all types

3. On Edit Rate, change what you need. The card at the bottom lists the children using this rate; click a child to open their Recurring Tuition.

   Screenshot coming soon02 · billing_rates

   The Edit Rate sheet with the children using the rate

4. Click Save. If children use the rate, Update Existing Schedules? asks whether their schedules should use the new amount:
   • Yes updates their schedules. Only future invoices change.
   • No saves the rate without touching their schedules.
5. To delete, click the trash icon next to the rate and confirm Delete. The rate is disabled for new assignments; existing schedules using it are not affected.

Troubleshooting

• "Variable Scholarship" or "Variable Voucher" warning. Variable rates can't be pushed to schedules automatically because each child has their own amount. Click Save Anyway and adjust children individually.