The Aging report gives you an overview of all outstanding and overdue debt. The information in this report is based on the invoices and payments you've added in Famly, as well as any in-app payments that have been processed.
To find your Aging report:
Click Finances in your sidebar
Click Payments
Select the Aging report tab
How to Use the Aging Report
The report is divided into two sections: the graph and the bill payer overview.
The graph
The graph shows your center's total balance, which is the combined balance of all bill payers. You can hover over the graph to see the balance on specific dates.
The bill payer overview
Below the graph, you'll find the bill payer overview, where you can filter bill payers by outstanding debt, payment method, name, or date.
You can also see:
Bill payer note (click to open)
Last payment made (hover to view the payment method)
Last reminder sent (click to view the email that was sent)
Direct debit status
Automatic payment method (only shown if the payment is made automatically via in-app payments)
The table is organized alphabetically by bill payer name and shows data for the previous three months. You can click on each month's invoice to view invoice details. It also shows:
Total outstanding amount
Total overdue amount
30+ days overdue amount
Current bill payer balance
💡 Invoices in the Aging report appear in the month they were sent, not the period they cover
How to Send a Payment Reminder
If a bill payer's payment is overdue, you can send them a reminder directly from the Aging report:
Check the box next to the bill payer(s) you want to remind
Click Send payment reminders
Choose whether to send a first reminder, a second reminder, or a custom message
Edit the message if needed
Click Preview, then Send reminder
