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.
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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