Balance Adjustment

Ensure all your bill payers accounts are accurate

Julia Rose avatar
Written by Julia Rose
Updated over a week ago

Adjusting an Account Balance

This feature must be turned on by the Customer Support team.
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When you first join Famly, you may need to manually input or change account balances for your bill-payers. We recommend not using balance adjustments beyond this, to ensure that any changes you make to balances are accurately reflected in your reporting. This would instead be done by adding:

To ensure that balances are correct on bill payers' accounts:

  • Log in to the app and go to the profile of the child for whom the balance needs adjusting

  • Select the Bookings tab and under the bill payer, click Add

  • From the drop-down menu, select Balance adjustment

  • Once you click Balance adjustment a pop-up will open (as below)

  • Enter the amount you wish to credit the account, or the amount you wish to debit by adding a minus sign before the amount

  • You can add a note to explain the credit and press Add

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