# Applying Subsidies to Children's Profiles There are three ways to apply subsidies on Famly. These can be added as a: - Fixed monthly subsidy, called **Monthly Funding** in Famly - Fixed monthly subsidy, using the **Surcharge** feature in Famly - Daily or weekly subsidy, using the **Discounts** feature in Famly (works for weekly billing and subsidies that break down to a weekly or daily amount) | **Options:** | **Monthly Funding** | **Surcharge** | **Discounts** | | ------------------------------------------- | ----------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------- | | **Use For:** | Subsidy received monthly | Subsidy received monthly | Subsidy received weekly or on a basis of weeks (e.g. every 2 or 4 weeks) | | **Billing cycle supported:** | Monthly or Weekly | Monthly or Weekly | Weekly | | **Why utilize this option?** | Revenue reconciliation easiest | Not showing your full pay rate to bill payers on the invoice | Break down to a weekly/daily co-pay amount | | **What appears on the invoice for parent:** | Monthly tuition full rate - Monthly Funding = Invoice total | $0 Monthly tuition (hide full rate) + Surcharge (line item custom naming, can be hidden or visible) = Invoice total | Monthly tuition full rate - Discount (line item custom naming, can be hidden or visible) = Invoice total | | **Subsidy reconciliation / reporting:** | **Funding** report | Export **Invoice Items** report to CSV, and filter for Surcharges | Export **Invoice Items** report to CSV, and filter for Discounts | ☝️ **Note**: Reach out in-app as you first get started with subsidy management. The team will enable what is needed on your account, and you can then complete the setup described below! --- # Monthly Funding Adding a monthly subsidy applies a **fixed deduction amount** to the monthly invoice. Parents will be able to clearly see the deduction amount on the invoice, similar to how a discount appears. Once enabled by your Famly Customer Support team, you'll be able to add a new monthly subsidy by going to **Settings** **→ Finances → Funding settings.** From here, click on **New funding type** and fill in the relevant details. Remember to click **Save** once you're ready. ![](https://downloads.intercomcdn.com/i/o/fazkk12b/2298231764/1068a6843dca6c00fd2dfd4e5548/Screenshot%2B2023-03-13%2Bat%2B2_56_32%2Bpm.png?expires=1794776400&signature=c357b8d21e7da26da56e0a4b28a43f2771ebc5209ad97e25ad82e9b4bcb18d76&req=diIuHst9nIZZXfMW1HO4zX3fXL6qe4hkybd9ObOE2xDIJur5mQqe4%2FuEStUd%0ADXxJVjBVaqlVERviWck%3D%0A) ☝️ **Note**: Adjusting a child’s plan start date will not automatically update the application of subsidies to the child, so if a child’s start date for their plan is delayed, be sure to update the first month of the subsidy grant when utilizing as well. Once set up, you can add this subsidy to the child's profile by: - Navigating to the **Billing** tab on their profile - Click **Add** in the **Funding** section - Select the type, define the subsidy period, and specify the monthly deduction amount - Review and click **Save** when you're ready ![](https://downloads.intercomcdn.com/i/o/fazkk12b/2298231763/07f66e014cc6395b60d153d21f94/Screenshot%2B2023-03-13%2Bat%2B2_57_41%2Bpm.png?expires=1794776400&signature=4855bbe927eb04c3950ebb8a7dca3604a354fa006eeb46f1dc287981ed146f3c&req=diIuHst9nIZZWvMW1HO4zTZWcP09iMCs6sYoKtZqWrG%2FgK9aGlXTR6uipx1o%0AxI837aFVh8aq6n9jvfY%3D%0A) # Reporting monthly subsidies To get an overview of your subsidies, head to **Finances → Reports → Funding**. This report allows you to see each child's **Monthly funding rate** and their **Invoice deduction**. ![](https://downloads.intercomcdn.com/i/o/fazkk12b/2298231762/3897bbf1961f097e742417958386/Screenshot%2B2023-03-13%2Bat%2B3_18_05%2Bpm.png?expires=1794776400&signature=e035ef2b6b2964f8bcb2469f300b73c06d24f80bf166fa9fd2c781ad51e5487d&req=diIuHst9nIZZW%2FMW1HO4zbjyZMCQ2qWLxLy%2B7VJdg9ZjRq663JXpRfhF4AWf%0A6H71xiQVVftSgS4h2c0%3D%0A) **💡 Did you know?** Utilizing the Monthly Funding feature allows you to see Subsidy total on your Revenue report, as well. --- # Setting up daily or weekly subsidies Daily or weekly Subsidy amounts can be added to a child’s plan as a discount. This will be deducted on the invoice for the parents to see. Applying a daily or weekly subsidy can be added directly to a child's plan as a Discount. ☝️ **Note**: the daily/weekly subsidy option is only for children on Billing profile with an **Actuals** billing cycle enabled. Therefore, this won’t work on the Monthly billing scheme. See [Add a Discount to a Child's Plan](https://help.famly.co/en-us/articles/4912283-add-a-discount-to-a-child-s-plan) to learn how to add discounts in bulk from your **Finance Overview**. To apply a discount to one child: - Head to a child's profile and navigate to their Billing tab. - From here, click on the plan to edit it and find the **Discount** section in the sidebar on the right - Enter their subsidy amount in the form of a discount, and select whether this discount should be applied **daily** or **weekly**, using the drop-down: ![](https://downloads.intercomcdn.com/i/o/fazkk12b/2298231760/8b42e9ea7ee68e04f7c84920a352/Screenshot%2B2023-03-21%2Bat%2B11_26_12%2Bam.png?expires=1794776400&signature=4060b6612282a71906280df10ad2408514431d250a442c07314b9395225b3f2a&req=diIuHst9nIZZWfMW1HO4zQqHclMoIFWWKyrc6NUGmkNUDnGVlodv50aiHezK%0A4zZMinUfO1p0A93lDH8%3D%0A) - You can rename the discount so it shows as on the invoice for the parents with the appropriate subsidy naming convention - Remember to save and close the billing plan when you're ready! --- # Invoicing with subsidies Subsidies you've added will appear as a separate line item below the plan and purchases. Based on the method you chose above, the Plan will either have a $0 rate and be followed by a monthly Parent Co-pay to get to the Invoice Total (parent co-pay), or the Plan will show the full pay rate and be followed by a subsidy deduction to get to the Invoice Total (parent co-pay). **Invoice example using Monthly Funding:** ![](https://downloads.intercomcdn.com/i/o/fazkk12b/2298231768/618bcb2a4ed300b8174b12d0bed9/Screenshot%2B2023-03-13%2Bat%2B3_03_27%2Bpm.png?expires=1794776400&signature=40d2fb9dbb3eba6131ee5272de46d274d7a0f9c4623f067d6851b22adb679bff&req=diIuHst9nIZZUfMW1HO4zcxQSuvSvhnfABhp3CR3O%2BZuwX6BsePanh%2FiAlNn%0AyJuv%2F4aqBhRfG3HsxwI%3D%0A) **Invoice example using Surcharge:** ![](https://downloads.intercomcdn.com/i/o/fazkk12b/2298231771/45ed9bc1987c21efe42caf4e6dac/Screenshot%2B2025-01-03%2Bat%2B12_03_44-E2-80-AFPM.png?expires=1794776400&signature=7b25c80781dee0da1d619fe1e388fa1c5c2453684c84e9147491b0b253620484&req=diIuHst9nIZYWPMW1HO4zc1b%2B%2FLiOWXGshWx%2Fu2nenuYvHOl0DB0%2BMkJZMfO%0Af51zuBGTnTWTJKBOPeg%3D%0A) **Invoice example using Discount:** ![](https://downloads.intercomcdn.com/i/o/fazkk12b/2298231773/4311972e7de284bcde531c5634f6/Screenshot%2B2025-01-03%2Bat%2B12_36_02-E2-80-AFPM.png?expires=1794776400&signature=8b3c0552a351e2d622d113e256b32c38261257399b959262adcd8f577ed64ec1&req=diIuHst9nIZYWvMW1HO4zX08AA0dJy%2B%2BzW%2FrONWKrgqfbin9MeHh9Sd6qs44%0AnQ4%2Bof2%2BxM%2BhxIbQcAM%3D%0A) Similar to how ad hoc purchases work, the invoice will pick up the subsidy from the current invoicing month, as well as subsidies from any previous months that have not been invoiced yet. --- # Exporting Invoice Items If you would like to have a detailed report of Surcharges or Discounts used for subsidy purposes, you can export a CSV file of **invoice items**. To do so: - Head to the **Finances** section in your sidebar - Click on Reports - Select Invoices - Click on Export CSV and select **Invoice items** - Select the desired date range - Open your CSV file and filter by subsidy names to sum total for the desired date range ![](https://downloads.intercomcdn.com/i/o/fazkk12b/2298231774/dbe4d4b139031bf14db3a00fe2ad/Screenshot%2B2024-01-16%2Bat%2B14_58_55.png?expires=1794776400&signature=b50054c66112caa1c8f45c5dbe1b20b214fd3c4a1f5a2bc979cf3c1a49de562b&req=diIuHst9nIZYXfMW1HO4ze0bUz3XLIC%2B3zpueXXFUy4GC7iPNSR7DIFUtDfT%0ALRZFZgAKDYO%2FOZJiFaM%3D%0A) You'll then be able to use this data to reconcile subsidy amounts against state, county or other subsidizing entities. ---