Where to Find Your Debt Collection Report
The Debt Collection tab 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 Debt collection report:
Click the Finances icon in your sidebar
Select the Debt Collection tab
How to Use the Debt Collection Report
The report is divided into two sections:
The graph
The bill payer overview
The Graph
The graph shows your setting’s total balance (the combined balances 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
Date
You can also see:
Billpayer note (click to open)
Last payment made (hover to view method)
Last reminder sent (click to view the email sent)
Direct debit status
Automatic payment method (this will only show if the payment is made automatically via in-app payments)
The table is organised 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 Debt Collection appear in the month they were sent, not the period they cover
How to Send a Payment Reminder
🔒 Payment reminders are available on our Premium and Professional packages. Read more about pricing here!
If a bill payer's payment is overdue, you can send them a reminder directly from the Debt Collection report.
To send a reminder:
Tick 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