How to See an Overview of Finances
The Finance overview page in Famly provides a clear summary of invoicing and payments for your setting. Here, you can see an overview of children's plans, their bill payers, and their latest invoices, along with any additional purchases. You can also track invoices sent to bill payers, monitor payments made, and manage debt collection. For a more detailed view, financial reports and deeper insights into individual plans are available in dedicated tabs.
Where do I find the Finance Overview Page?
To get to the Finance overview page, navigate to the Finance section in your sidebar and select Overview. By default, it will be the first page you see.
Get an Overview of Children's Plans
To see which children attend term-time only or full year-round, you can click on the Plans tab at the top of the Finances → Overview page. In this tab, you can Create new plans for children and see existing children's plans, as well as their date of birth, plan period, pricing band, invoicing profiles, monthly price breakdown and their public funding information.
Get an Overview of Payments
In the Payments tab under Finances, you can see an overview of all the payments made to your setting. You'll see information like the payment date, payment method, which bill payer it's linked to (and their information), as well as the amount.
If you would like to find out how much income you received for a particular month's invoices through payments made in another month, you can do so by filtering the Payments page. For example, if you'd like to find out how much income you received for February invoices through payments made in January, the month before, you can filter for Payment date in January and Created at in February.
You can also export a CSV of payments by clicking on Export CSV then Download CSV
What Can You See on the Finance Overview Page
From the Finance Overview page, you can see a list of all your current children along with a set of information that will help you get a quick overview. This information is split into the following columns:
Active Plans
This column displays the currently active plan along with any plan changes that the child might have in the future.
The summarised information will show how many hours per week the child is booked in for, as well as how many of those hours are funded along with the start and end dates of the plan.
Clicking on any of the summaries will open the plan, ready for any changes.
Payment Method
This column displays all current bill payers attached to the child along with an icon showing any active automatic payment method attached to the bill payer.
Clicking on a bill payer will open the bill payer screen, where you can update any information about this bill payer or send an invoice directly from that screen.
Latest Invoice
Here you can see the latest invoices sent to the bill payers and easily see them by clicking on them.
If there are multiple bill payers, you may see multiple latest invoices.
Bulk Plan Actions on the Finance Overview
Bulk update children's plans
Select one or more children by clicking the checkbox in the left-most column and you’ll be shown several actions you can do in bulk.
Add or remove a discount
Update plans
Add plans
Add purchases
Update plans
Add plans
Add a similar plan to multiple children at once. You can always edit each individual plan afterwards.