How to Set Up Revenue Categories

Click on Administration.

Click on Billing

click on Revenue Categories.

1. Add your revenue category Code

2. Type in your Category Label.

3. Add Remarks (optional).

4. Check all Tax rates that apply (leave blank if no tax will be applied to the revenue category).

**Any billing item assigned to the revenue category will have the tax rate applied automatically.

5. Click Add Category

**Trainer Tip:The revenue category code can be the same as the General Ledger code in your accounting program or you can create a custom code.

You can view your new category listed and if you wish to edit the category click on the label itself - see below.

1. Click on the Category name from the list. The category data is populated back.

2. Modify the Code, Subcategory of, Label or Remarks.

3. Check all Tax rates that apply (leave blank if no tax will be applied to the revenue category).

*Any billing item assigned to the revenue category will have the tax rate applied automatically.

4. Click on Update Category to save your changes.

**Trainer Tip:Click on Deactivate if you no longer wish to utilize the Revenue Category.

1. Type in your category information.

2. Click on Choose.

1. Type in the Parent Categories revenue code you created and click on Use Code

OR

2. Click on the Parent Category to choose that code.

Click on Add Category.

Reminder: Check all tax rates that apply (leave blank if no tax will be applied to the revenue category).

**Trainer Tip: Any billing item assigned to the revenue category will have the tax rate applied automatically.

You will now see your new revenue category as a subset of the Parent Category.