To create a new category for all customers, go to the Manage Category page. 

On the Manage Category page, select Add Category Line Item.

Complete the fields for Description, Charge Code, Amount and Quantity. 

• Impact Balance – select this option if you want the customer’s payments against this category to  impact the customer’s total balance. (This feature will be available at a later date in Q1 2025. If you select this feature now, it will be saved and added when the feature is live.) Until this feature is live, you can update the balance by putting in another import file or calling the synch API endpoint. 
• Amount Editable – select this option if you want to allow your customers to edit the payment amount on their payment page.
• Show Quantity – select this option if you want to allow your customers to select a quantity between 1 and the quantity limit on their payment page. 
• Required - select this option if you want to make this payment required for your customer. 

After you’ve completed the fields and options, click Save Category Item.

To edit a payment category for all payers, go to the Manage Category page. 

On the Manage Category page, you’ll see a list of your saved payment categories. Click Edit next to the category you wish to edit. 

On the Manage Category page, you can make changes to the category, then click Save Category Item. 

On the Manage Category page, you’ll see the updates applied to your saved categories.

To delete a payment category for all payers, go to the Manage Category page. 

On the Manage Category page, you’ll see a list of your saved payment categories. Click Delete next to the category you wish to delete. 

A pop up window asks you to confirm the action. 

Click Cancel. It will be removed from the list of saved categories.