đ To access Finances, youâll need the View financial reports permission enabled
If parents use vouchers to pay for childcare, you can record them in two ways depending on whether the payment is a one-off or a regular monthly amount.
Adding a Voucher as a One-off Payment
If the voucher is a one-time payment or doesnât have a fixed recurring amount, add it as a manual payment. You can link it to a specific invoice or apply it directly to the account.
To add a one-off voucher payment:
Click Finances in your sidebar, then click Payments
Click Add payment and enter the bill payerâs name in the Payment for field
From the Payment method dropdown, select Voucher
Enter the Payment date and link it to an invoice if needed
Enter the Amount and add a Note if useful
Link the voucher company. If it doesnât appear under Search for existing, select New voucher company and enter the details
Click Add
Adding a Voucher as a Recurring Monthly Payment
If a parent pays a fixed amount by voucher each month, you can set this up on the bill payerâs account so itâs applied automatically.
Go to the childâs profile and open the Bookings tab
Click View account in the Bill Payers box
Click Add next to the Vouchers box
Enter the payment details, including the Amount, the First payment date, and the Last payment date if applicable
Select an existing voucher company or add a new one. Only a name is required, though you can add extra details if youâd like
Click Add
The fixed amount will be added to the account on the first of every month and will appear on invoices as Future Payments.
đĄ The Vouchers section on a bill payerâs profile shows the exact dates each voucher covers, for example â1 January 2026 - 1 February 2026â, so you can see at a glance when each voucher starts and ends
Confirming a Voucher Payment
Once a voucher payment comes in, youâll need to confirm receipt in Famly.
Click Finances in your sidebar, then click Payments
Use the filter to select Voucher under Method
Check the Unconfirmed option under Status to show only unconfirmed voucher payments
Click each voucher and select Confirm to confirm receipt