---
summary: Describes rate categories as optional groupings for organizing rates in the pricing UI. Explains how to create, edit, and delete rate categories without directly affecting pricing calculations.
keywords: rate categories, rates, pricing, organization, management, categories, billing, configuration, grouping, UI, rate groups, pricing categories, billing categories, category setup, rate grouping
---

# Rate Categories

Rate Categories are an optional way to organize rates. They do not affect pricing calculations directly but help organize the UI where rates are configured and displayed.

## Key Fields & Their Meaning

* **Name**: The name of the rate category (e.g., "Standard Services", "Premium", "Support").

## Managing Rate Categories

Rate Categories are managed in the **Management** section under **Pricing** → **Rate Categories**.

### Creating a New Rate Category

To create a new rate category:

1. Navigate to **Management** → **Pricing** → **Rate Categories**.

     ![Rate categories list page showing empty state](../screenshots/rate-categories-empty.png)

2. Click **New rate category**.

     ![New rate category form with name field](../screenshots/rate-categories-new-form.png)

3. Enter the name of the rate category (e.g., "Standard Services").

4. Click **Save**.

The rate category is created and appears in the list with a count showing how many rates are assigned to it.

     ![Rate categories list showing created category](../screenshots/rate-categories-list.png)

### Editing a Rate Category

To edit an existing rate category:

1. Navigate to **Management** → **Pricing** → **Rate Categories**.
2. Click on the rate category name you want to edit.

     ![Edit rate category form](../screenshots/rate-categories-edit-form.png)

3. Modify the name of the rate category.
4. Click **Save**.

### Deleting a Rate Category

To delete a rate category:

1. Navigate to **Management** → **Pricing** → **Rate Categories**.
2. Click on the rate category you want to delete.
3. Click the **Delete** button.
4. Confirm that you want to delete the rate category.

Deleting a rate category will remove it from the system but does not affect rates that were assigned to it.