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Setting up in-app payments

How to set up in-app payments at your setting

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

Introduction to paying in-app

Before setting up in-app payments, read our introduction to parent payments here:


Video guide to setting up in-app payments


Setting up in-app payments

To set up in-app payments, you'll need the "Can set up and manage in-app payments" permission enabled. Once you've enabled this:

  • Click on Settings and go to Finances

  • Click on Invoicing and select In-app payments
    Only managers with the permission to manage financial information can access the page.

  • Complete the verification process, by clicking Add info and entering the requested information.

  • Please note: businesses based in a British Crown Dependency (Jersey, Guernsey or Isle of Man) or a British Overseas Territory such as the British Virgin Islands are not currently supported.

Enter the company details and click Verify.

Enter personal details

Entering your personal details is necessary to verify the account. Make sure that you are entitled to complete this set up on behalf of the nursery.


Company Info: Are there additional owners with at least 25% ownership? (info: if the account responsible has ownership, he/she should not be listed as an additional owner).


Account Responsible: Enter the details of the account responsible.
(info: This is the person that has authority to sign contracts on behalf of the company).

Upload picture of ID

As you are doing the setup on behalf of the nursery, Famly needs to verify your details before your setup is complete.


Verification

Once you have entered all the required details, our payment provider will verify them. If some details were incorrect, such as a blurry photo of your ID, or a misspelling of an address, we will ask you again for more information.

Should the person who set up in-app payments leave, don't worry - their personal details were only used to verify the account. The details are not used for anything else.


Changing Legal Names

To change legal or doing business as names:

Navigate to Finance Reports In-app payments

Click Settings in the top right

Then click Edit details and adjust your details on the newly opened page

Note: This may prompt a second round of verification from Stripe.


Getting parents started with in-app payments

We've put together some resources to help you get parents set up with paying in-app.

Take a look at our Parent Payment Pack to download your very own parent poster, newsfeed template and payment badge for your website.


Optional Settings

Require Payment Methods for Parents

You will now be able to require that parents enter a payment method. Enabling this functionality will block bill payers from accessing Famly until a payment method has been added to encourage paying online and on time.

Please note, this will not block staff members with children from accessing Famly if they have not entered a payment method.

To toggle on this setting:

  • Go to Settings in your sidebar and click on Finances

  • In Invoicing, go to In-app payments

  • Scroll to the Payment methods section

  • Toggle on Payment method required

Once enabled, bill payers will be greeted with the following message upon logging in:

Require Automatic Payment from Parents

In addition to requiring parents to add a payment method, you can also require that they sign up to be charged automatically, as per your pre-defined schedule.

To enable this setting:

  • Go to Settings in your sidebar and click on Finances

  • In Invoicing, go to In-app payments

  • Scroll to the Payment methods section

  • Toggle on the Autopay section (this requires the Payment method required setting enabled)

Once enabled, bill payers will be notified that adding a payment method will also sign them up for automatic payments.

Allow Custom Payment Amounts

You can decide whether you'd like to allow parents to pay custom amounts (not the full balance, for example).

You can also choose to define both a minimum and a maximum payment that parents are allowed to pay through Famly.

To do so:

  • Navigate to Finance → Reports → FamlyPay → Settings and click the Edit button next to Custom amounts and enter a minimum and maximum payment amount here

  • The minimum amount can not be less than £10 at the moment but can be set higher

  • The maximum amount defines how much a parent is allowed to overpay their balance

    • 0 means the parent is allowed to pay up to their full balance

    • 100 means the parent is allowed to pay up to 100 more than their full balance and end up in credit

Add a Statement Descriptor

To add a Statement descriptor, scroll right to the bottom of your in-app payments settings and switch on the toggle to Enable custom description

Text entered into this section will show on your bank statement when you receive payouts. Your bank may add additional information so keep it short and sweet!

This is particularly useful if you are part of an organisation with multiple settings - now you can add a unique descriptor for each setting so you know which payouts are coming from where.

If you decide not to add a descriptor, payouts will show they're from Famly Pay by default so you know it's from us.


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