This guide will show you how to create your Revenue Categories. See other guides on how to assign them to Reservation Types, Membership Types, Groups and/or Point of sale items.
Administration
Click on Administration.
Click on Billing
Click on Revenue Categories.
Adding a Revenue Category
1. Code: Add in a unique code to identify this category. This code can be letters, numbers, or a combination of both.
2. Label: Type in a name for this category. Ex: Memberships, or Special Events
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 if you choose a tax rate.
5. Click Add Category
**Trainer Tip: The revenue category code can be the same as a General Ledger code in your accounting program or you can create a custom code.
New Category Added
You can view your new category listed and if you wish to edit the category click on the label itself - see below.
Edit an Existing Category
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.
Add a Subcategory
Fill in your category information, including any taxes you need applied. Then, click choose to select the parent category.
**Trainer Tip: Any billing item assigned to the revenue category will have the tax rate applied automatically.
1. Type in the Parent Category's revenue code you first created and click on Use Code.
OR
2. Click on the Parent Category to choose that code.
Click on Add Category.
You will now see your new revenue category as a subset of the Parent Category.
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