Finance, Invoicing and Payments
Manage and record revenue
By Julia and 4 others5 authors65 articles
Setting Up Your Finance Fundamentals
Setting Up Your Pricing: Sessions, Extras and Packages
Finance Onboarding Walkthrough
Create Pricing Bands for Different-Aged Children
Rounding for Funding Calculations
Preventing Double Bookings
Managing Parent Requests for Extra Bookings
Managing Ad-Hoc Purchases
Automatically Add Extra Charges for Meals and Consumables
Non-fundable Days
Invoicing Profiles
Enter Funding Grants
Funding Scenarios
Apply Public Funding to a Child's Plan
Changing Public Funding Rate
Applying Funding Per Child
Invoice & Payments Settings Page
Bill Payer Tags
The Revenue Report
Automatic Invoicing
The EU Reverse Charge System
Change Your Invoicing Scheme
Itemising Your Invoices
A New Invoicing Experience
Invoicing Troubleshooting Guide
Customise Your Setting's Invoice Layout
Creating and Sending an Invoice
Invoice Details
Batch Invoice
Change or Cancel Sent Invoices
Upgrading to Improved Actuals
Download Invoice Items in Improved Actuals
Plan Parts in Improved Actuals
Adding or Removing Funding on Sessions and Packages in Improved Actuals
Invoices in Improved Actuals
Link Siblings' Payments and Invoicing
Separating Sibling Invoices
Exporting Invoices for Xero
In-app Payments Setup Guide
Understanding Payment Methods and How They Work
Managing Automatic Payments
Handling Refunds and Disputes
Payment Timelines & Payouts
Payment Reports and Reconciliation
Getting Parents Set Up with Payments
Troubleshooting Payment Issues
Payments Requiring Validation (3DS)
Managing Custom Payment
Updating or Disabling In-app Payments
Tax-Free Childcare Setup and Management
Verifying with Stripe for Council-based Settings
Split Sibling Bill Payers for Automatic Tax-free Childcare Payments
Balance Adjustment
Make Changes to a Balance
Payment Import
Log Payments
Log a Voucher Payment
Managing Cash Payments
Managing Deposits
Using Xero with Famly
Change a Bill Payer
Send Payment Reminders
Archive a Bill Payer
Edit a Bill Payer's Details
Adding a Bill Payer to a Child's Profile