Skip to main content
All CollectionsInvoicing, funding, and paymentsInvoicing - Getting started
Creating Invoice Profiles, STEP 2: Invoice Profiles
Creating Invoice Profiles, STEP 2: Invoice Profiles

How to create and manage invoice profiles, using your attendance schedules and funding plans

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

In this article:

Creating an Invoice Profile

To access the Invoicing Profiles click on the Famly Logo to the top left-hand corner of the screen and then choose Invoicing Profiles.

In the Overview tab in Invoicing profiles you can use the information entered in the Attendance Schedule tabs to create a new invoice profile.

  • Click 'New'

  • Choose an 'Attendance schedule' for this invoice profile to apply to

  • Give your new invoice profile a name

  • Choose whether you'd like to invoice as Annualised or Actuals (see below)

  • Choose which funding you would like to apply to this invoice profile, if any

  • Click 'Create'

Annualised or Actuals

Annualised - this is if you take the weekly cost of a plan and multiply it by the number of weeks, before dividing by months. You need to decide how many weeks a child attends on this profile, and how many months you split the cost across.
Example: £120 per week x 52 weeks / 12 months = £520 per month.

Actuals - If you charge for the exact hours/sessions a child attends within a given period of time e.g. a week, month or term, select Actuals.
You will not need to give any extra information in this case.

Once you've completed this step, you can move onto...

I'd like to learn more:

Did this answer your question?