Finance, Invoicing and Payments
Manage and record revenue
By Julia and 3 others4 authors75 articles
- Finance: Getting an Overview
- Setting Up Your Finance Fundamentals
- Invoicing Profiles
- Setting Up Your Pricing: Sessions, Extra Charges and Packages
- Create Pricing Bands for Different-Aged Children
- Create a Plan for a Child
- Adding Plans in Bulk
- Bulk Update Your Plans
- Preventing Double Bookings
- Enter and Update Funding Grants
- Adding or Removing Funding on Sessions and Packages in Improved Actuals
- Automatically Add Extra Charges for Meals and Consumables
- Rounding for Funding Calculations
- Non-fundable Days
- Applying Funding Per Child
- Apply Public Funding to a Child's Plan
- Funding Scenarios
- Managing Ad-Hoc Purchases
- Add a Discount to a Child's Plan
- Managing Irregular Booking Plans
- Managing Plans with Multiple Booking Patterns
- Price Changes to Extra Charges, Packages, or Sessions
- Making a Temporary Change to a Child's Plan
- Updating your Attendance Schedules
- Managing Parent Booking Requests
- Parent Bookings
- Automatic Funding Entitlements
- Migrate to Improved Invoicing
- Bill Payer Tags
- Change Your Invoicing Scheme
- Itemising Your Invoices
- A New Invoicing Experience
- Invoice Details
- Change or Cancel Sent Invoices
- Exporting Invoices for Xero
- Adding a Bill Payer to a Child's Profile
- Archive a Bill Payer
- Automatic Invoicing
- Batch Invoice
- Creating and Sending an Invoice
- Customise Your Setting's Invoice Layout
- Download Invoice Items in Improved Actuals
- Download Invoices
- Edit a Bill Payer's Details
- Invoices in Improved Actuals
- Invoicing Troubleshooting Guide
- Link Siblings' Payments and Invoicing
- Plan Parts in Improved Actuals
- Separating Sibling Invoices
- 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
- Split Sibling Bill Payers for Automatic Tax-free Childcare Payments
- Payment Import
- Managing Cash Payments
- Using Xero with Famly
- Change a Bill Payer
- Invoice & Payments Settings Page
- Balance Adjustment
- Updating or Disabling In-app Payments
- Make Changes to a Balance
- The EU Reverse Charge System
- Log Payments
- Log a Voucher Payment
- Managing Deposits
- Tax-Free Childcare Setup and Management
- Verifying with Stripe for Council-based Settings
- Send Payment Reminders