đ To create and send invoices, you'll need the Manage invoices (basic) permission enabled
How to Add a Payer for a Child
To invoice for a child's billing plan, the child must have a payer assigned. To add a payer, head to the child's profile, click on the Billing tab, and then click Add payer in the Payers section.
How to Create an Invoice
To create an invoice:
Head to the child's profile and click on Billing
In the Billing tab, click Add in the Payer box, then select Invoice from the dropdown menu
Enter an Invoice period by month, or choose a custom period if you invoice weekly
Enter the Due date for the invoice
Add Custom lines for any additional charges not on the child's billing plan or in their purchases
Add a Note if you need to include any other information on the invoice
Click Details to see a daily detailed breakdown of the period's charges
Once you're happy with your invoice draft, click Create and send to send it to the payer
Invoice drafts are only a preview of what your invoice will look like once sent. You can't save or send a draft, and you can't come back to edit it later.
đĄ Your invoice preview will appear automatically if you're using Famly on a computer. If you're sending invoices via the app on a smartphone, you'll need to click Open in browser to see the preview
Create Batch Invoices
To send multiple invoices for a specific period in batch, go to Finances in your sidebar and click Finances. From here, you can customize your batch invoice details the same way you would for individual invoices by adding an invoice period and a due date.
If there are any issues with a child's plan or payer, you'll see these in the Unresolved issues section. This is usually because the child doesn't have a payer or plan set up.
đĄ Children flagged with unresolved issues will be excluded from batch invoices, and their payers won't receive an invoice
Once you're ready, click Create and send invoices. You'll be asked to confirm the number of invoices and the total amount before they're sent.