When you first join Famly, you may need to manually input or change account balances for your bill-payers. Balance adjustments can only be made on new bill payer accounts that have not received any invoices yet. The option to add a balance adjustment will disappear once you invoice a bill payer.
☝️ Balance adjustments should not be entered in place of a credit or surcharge to correct a balance. Instead, to change a bill payer's balance after invoices have been sent, enter a credit, surcharge or a positive or negative payment.
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:
A credit, to reduce the amount owed
A surcharge, to increase the amount owed.
To ensure that balances are correct on bill payers' accounts before any invoices have been sent:
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
