Charge types represent the different kinds of charges used for billing customers. When adding a new charge to a customer’s account, you will select a specific charge type for the charge.

You should create one charge type for each kind of charge used.

Step 1 - Open the Charge Types page

  1. Go to Site Settings, and then click Charge Types.
  2. Click Add Charge Type.

Step 2 - Enter a name

Enter a title in the Name box. This will be displayed on invoices and receipts. The name cannot be changed once the charge type is billed at least once, in order to preserve historical accuracy of past charges. If you’d like to change the name later, disable this charge type and create a new one.

Step 3 - Save

When you’re done, click Add Charge Type.

Your new charge type will be created, and you will be brought back to the Charge Typespage.

Next steps

Now you’re ready to add this charge to customer accounts.

Disable or delete

If you are no longer using a charge type for billing, then you can disable or delete it.

  • Disabling the charge type will hide it from all new billing operations, so that new charges cannot be created with this charge type. Existing charges can still be billed, however automatic invoice pricing will be removed, and prices will have to be entered manually.
  • Deleting the charge type will remove it permanently. This option is not available if the charge type is used by any charges or invoices.

From the Charge Types page, click Edit next to the charge type.

Click Disable or Delete at the bottom of the page.

Click Disable Charge Type or Delete Charge Type.