Famly

Julia Rose

Josie

Kevin Jenson

For everything related to managing finances in Famly

Finance

Invoices, bill-payers, payments, funding, and financial reports 

Invoicing, Funding, and Payments

Invoicing Profiles

Common problems when invoicing and how to address them

Invoicing Trouble Shooting Guide

How to create and manage attendance schedules

Creating Invoice Profiles, STEP 1: Attendance Schedules

Add different types of funding to your invoice profiles

Creating Invoice Profiles, STEP 3: Funding

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

Creating Invoice Profiles, STEP 2: Invoice Profiles

Creating and Sending an Invoice

How to view the detailed invoice breakdown

Invoice Details

How to send out multiple invoices at once in Famly

Batch Invoice

Make Changes to a Balance

How to change an error on an invoice you've already sent

Change or Cancel Sent Invoices

Invoicing - Getting started

How to upgrade to the newest version of invoicing in Famly

Upgrading to Improved Actuals

Download Invoice Items in Improved Actuals

Plan Parts in Improved Actuals

Adding or Removing Funding on Sessions and Packages in Improved Actuals

Invoicing - Improved Actuals

Import payments in bulk from an Excel or CSV file

Payment Import

Log Payments

Using Xero with Famly

How to log vouchers as payment against fees

Log a Voucher Payment

Managing Cash Payments

Managing Deposits

Create a direct debit export for your bank or direct debit provider

Creating a Direct Debit export

Payments

Adding a Bill Payer to a Child's Profile

Separating Sibling Invoices

Amend the name, address or bank details of a bill payer

Edit a Bill Payer's Details

Archive a Bill Payer

Link Siblings' Payments and Invoicing

Send reminders to bill-payers, to ensure you receive payment for fees on time.

Send Payment Reminders

Bill Payers 

This mention of funding works with a fixed monthly deduction

Applying Funding Per Child

How to set up and apply public funding to sessions at your setting

Apply public funding to a child's plan

Common funding scenarios for your setting

Funding Scenarios

Public Funding Report

Funding Loop Integration

How to manage public funding

How to manage and keep track of parent's payments that require validation.

Payments Requiring Validation

Transaction Timelines and Payouts for In-app Payments

This article will guide you through disabling in-app payments

Disabling In-app Payments

Supporting Parents and Bill-Payers

How to set up in-app payments at your setting

Setting up in-app payments

Verifying with Stripe for Council-based Settings

In-app Payments

The Revenue Report

Exporting Invoices to Xero

The Debt Collection tab

Exporting Your Financial Data

Download Invoices

The Bill Payers Report

Financial Reports

This article will guide you through how to update your existing Attendance Schedules

Updating your Attendance Schedules

Manage planned attendance, occupancy, and enquiries 

Booking Plans and Occupancy

Enquiries (Your Waiting List in Famly)

Customisable Registration Forms

Enquiries

Creating a New Session, Extra Charge, or Package

Your step by step guide to the Bulk Plan builder

Adding Plans in Bulk

Creating a Plan for a Child

Use Annualised Plan Parts to allow a child to have two different booking plans - for when not on Improved Actuals

Annualised Plan Parts

Making a Temporary Change to a Child's Plan

Managing Irregular Booking Plans

Managing Ad-Hoc Purchases

Swap a Session

How to set up and approve requests for extra bookings or products

Managing Parent Requests for Extra Sessions

How to make bulk changes to Plans at your setting

Bulk Update Your Plans

Make a change to the care or extras you offer at your setting

Other Changes to Extra Charges, Packages, or Sessions

Organising your booking plans

Grouping Children by Age or Pricing Band

Add a Discount to a Child's Plan

Pricing your products, sessions, and packages

Switch a child temporarily to another room for visits or settling sessions, so your ratios and head counts are correct in Famly