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Invoices can vary significantly from one nursery to another based on your settings. This article will guide you through the different customisation options available in Famly to help you create invoices that best suit your nursery. Additionally, you'll find some examples of invoice formats, whether you are billing using annualised calculations or based on actual attendance.
Customising your Invoice Layout
You can customise your invoice layout to suit your setting. For example, you can
Add your setting's logo
Edit the header and the footer of the invoice
Add direct debit information (in 'Advanced Invoice Settings')
Show or hide the billpayer balance
To edit your setting's invoice layout, you'll need the 'Manage Financial and Occupancy Settings' permission enabled.
To do this:
Click on Settings in your sidebar, then Finances
Next click on Invoicing then Invoicing layout
Here you can make the changes as described.
Click Save layout changes when you've finished
Types of Invoices
Invoices can look different depending on whether you're using annualised or actuals invoicing schemes, and which version of our invoicing setup you have. If you're unsure whether your current setup is the best fit for your nursery, don’t hesitate to reach out to our support team at support@famly.co. They’re always happy to help you review your settings and find the perfect solution for you.
Take a look below to see examples of the different types of invoices you can send with Famly. This list will help you figure out which invoices you're currently using and give you a sneak peek at options that might suit your nursery even better.
Improved Actuals
Improved Actuals (using plan parts)
Actuals
Actuals invoices will bill for a child's expected attendance, and will take into account closing days, bank holidays, training days, sick days, and absence if you decide to charge for these days in your pricing setup or not.
Annualised
Annualised (using plan parts)
Annualised invoices will ensure bill payers are charged the same amount each month by spreading the cost of a child's care across a certain number of weeks over a certain number of invoices. They do not automatically take into account closure days or sick and absence days.