On the Products and Billing Items page of Configuration, you can create different types of products and billing items to use when billing clients:
  1. In Configuration, select Products and Billing Items.
  2. Click the arrow button next to New Flat Rate Item to select the type of billing item to create.

    Drop-down arrow location

     Note: Reference What are the different Billing Fee types (BB210386) for a list of available billing item types. 

  3. In the New [item type] window, enter the Item ID and Description.
  4. Select a Date option from the drop-down list if applicable. The options for Date vary depending on the item type selected.
  5. Define the remaining appropriate information. The available fields change depending on the type of billing item being created.
  6. Save and close the record.

We offer an online, instructor-led class on Records in Student Billing. We also offer a classroom, instructor-led class in various locations on Managing the Billing Cycle in Student Billing. To register, click the preceding links. To search for other classes, click here.