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# Transaction Categories - Creating Kindergarten Term Charges

# Transaction Categories - Creating Kindergarten Term Charges

This article will assist you with creating your Kindergarten Term Charges.

### Overview

If your Centre charges by Term, you will need to create Debit Transaction types to apply the charges to your Families.


### Creating the Term Charge

1. Select the **Settings** Screen
2. Select the **Payment & Billing** Settings icon

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_gy2g6m.png)

3. Select the **Centre** name, note if your configurations are set to Organisation or Provider, this won't display.
4. Select **Transaction Categories**
5. Select the **Green + Add** button

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_3n3e6c.png)

6. **Name** - Add in the name of the Charge e.g. Term 1 2023 Blue Room
7. **Ledger Account** - Select Revenue
8. **Reference No.** - Add in a reference number if applicable
9. **Description** - Add in a description, this will display on the Statements & Invoices
10. **Default Amount ($) - Add in the Term Charge
| Note: This can be left blank or if populated can be edited when applying the Charge if you charge pro-rata.
11. **This Transaction is** - Select if the Transaction will be:
* GST Free
* GST Inclusive
12. **Transactions with this category can be edited, reversed or deleted** - Tick this option to ensure you have the ability to edit or delete if corrections are required.
13. **Assign this transaction category to the centre (s)** - If your settings are set to Centre and you are in Enterprise mode, you can assign this transaction to one or more Centres.
14. Select **Save** to save the new Transaction Type

![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_w6pnz.png)

| To apply the Term Charge see: [Applying Term Billing and Charges](https://help.xap.rocks/en/article/kindergarten-applying-a-term-based-billing-charge-mc2caa/)

|| To assist you further with managing QLD Kindergartens see: [Help Page - Managing QLD Kindergarten](https://help.xap.rocks/en/article/help-page-managing-qld-kindergarten-a5eirj/) or [Help Page -Managing State Funding](https://help.xap.rocks/en/article/help-page-managing-state-kindergarten-funding-1ceilcg/)
