Prices & Categories

Prices & Fees

The Billing → Prices & Categories page allows you to create and manage both prices and payment categories that can be used throughout your school’s billing system in Spark.

Prices created on this page can be used as line items when creating invoices.

To create a price:

1. Go to Billing → Prices & Categories.
2. Click + Add Price.
3. Enter a name and amount.
4. Click Create.

You can edit or archive prices at any time from this page.

Payment Categories

Payment categories are assigned to all online payments. They help you and your bookkeeper organize and report income by purpose — such as tuition, enrollment fees, donations, or event registration. When payments are exported as a CSV, each payment can be labeled with its category.

Spark includes several built-in default payment categories:

• Enrollment Income – applied by default to all application fee payments
• Tuition Income – applied by default to all invoice payments
• Miscellaneous Income – applied by default to all form payments

Editing & Creating Categories

Editing a Built-in Category

1. Go to Billing → Prices & Categories and find the Payment Categories section.
2. Click the category you want to edit.
3. Update the name, description, or code.
4. Click Update.

All payments using this category will automatically reflect your changes.

Creating a New Payment Category

1. On the Prices & Categories page in the Payment Categories section, click + Add Payment Category.
2. Enter a name, description, and code.
3. Click Create.

Assigning Categories to Online Payments

Spark automatically assigns default categories to online payments:

• Enrollment Income – for application fee payments
• Tuition Income – for invoice payments
• Miscellaneous Income – for form payments

To change a default payment category:

1. Go to Billing → Prices & Categories.
2. Scroll to the School-wide Payment Categories section.
3. Select a new category from the dropdown next to each payment type.
4. Click Save.

To change the category on an online payment:

1. Navigate to Billing → Payments and locate the online payment.
2. Open the payment record and scroll to the Payment Category section.
3. Select the desired category from the dropdown.
4. Click Save to apply the change.

Using Payment Categories

Use payment categories to organize online payments when exporting to CSV.

To export online payments:

1. Go to Billing → Payments.
2. Click Export.
3. In the download modal, ensure the Category option is selected.
4. Click Download Payments CSV.

Your downloaded spreadsheet will include a column that labels each payment with its assigned category, helping bookkeepers with accurate reporting and record-keeping.