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The Finance Setup Menu
The Get Started menu is where all the most basic set-up features are stored. You'll find it by logging into the app and clicking the Famly logo on the Overview page.
When you're first getting set up, not all tabs will be 'unlocked', as you need to progress through them one at a time. For this guide, we're focusing only on the Finance Setup section.
Creating Invoicing Profiles
The first section in the Finance setup section is called Invoice Profiles. Click on this section, and a new window opens looking something like this:
In this section you can:
See an overview of your current Invoicing Profiles and create new ones.
View your Attendance Schedules and create new ones.
Enter Funding Grants.
Your Setting's Pricing
The second section in the Finance setup section is called Pricing. Click on this section, and a new window opens similar to this one:
Here is where you create everything that you charge for. You can:
Create Pricing Groups.
Set up Pricing Move Rules.
Create your Discount Settings.
Plans for the children in your setting
The third section in the Finance setup section is called Plans. Click on this section, and a new window opens:
From this screen you can:
See an overview of all the children in your setting, with filters for Room, Bookings, when their Plan became active when the child started at the setting and Booking type.
Bulk update your children's Plans, with the Manage button.
Manage Parent Bookings
The fourth section in the Finance setup section is called Parent Bookings. Click on this section, and a new window opens. Find out how to set up Parent Booking below.
Setting up Famly Pay
The fifth section in the Finance setup section is called Famly Pay. Click on this section, and a new window opens. Find out how to set up Famly Pay below.
Invoice Layout
The sixth section in the Finance setup section is called Invoice Layout. Click on this section, and a new window opens. Find out how to set up your setting's Invoices below.
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