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Debt Collection

Julia Rose avatar
Written by Julia Rose
Updated today

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:

  1. Click the Finances icon in your sidebar

  2. 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:

  1. Tick the box next to the bill payer(s) you want to remind

  2. Click Send payment reminders

  3. Choose whether to send a first reminder, a second reminder, or a custom message

  4. Edit the message if needed

  5. Click Preview, then Send Reminder

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