🔒 To add a bill payer, you'll need the Manage invoices for children permission
Before you can issue invoices in Famly, each child must have at least one bill payer assigned to their profile. This guide explains how to create new bill payers, assign existing contacts, manage multiple bill payers, and add extra invoice recipients.
Assign a Bill Payer
To add a bill payer:
Go to the child's profile and open the Bookings tab
In the Bill Payers box, click Add bill payer or Manage
A new window will open where you can:
Create a new bill payer
The reference number field is only used for organisations
Assign an existing contact
If parents have already been added as contacts for the child, you can select them by searching in the list of existing contacts and bill payers
Any information saved on the contact (such as email and postal address) will be copied to the bill payer
Changes made to the contact after the bill payer has been created will not update automatically, so edits must be made in both places
Assign Multiple Bill Payers to a Child
You can assign more than one bill payer to a child. This is useful when, for example, parents, voucher companies, or an employer each contribute to payments.
Each bill payer will have their own account where invoices and payments are recorded
You can set a percentage split between bill payers from the same page by clicking Add bill payer
💡 When you add an additional bill payer, previously booked or funded ad-hoc sessions may appear on their first invoice. These will be shown with a value of 0, and no action is needed.
While you can add more than one bill payer for a child, invoices can only be split by percentage of the total. It is not possible to assign specific items to different bill payers. For example, you cannot set one parent to pay only for sessions and another to pay only for ad-hoc bookings. The split must always be by percentage of the overall invoice.
Add Invoice Recipients
If you do not want invoices to be split but simply sent to more than one person, you can add additional recipients.
To add an invoice recipient:
Go to the child's profile and open the Bookings tab
First, assign a bill payer (for example, a parent) and click on View account
On the left-hand side, scroll down to the Invoice recipients box and add a recipient (for example, the other parent)
