Finance, Invoicing and Payments
Manage and record revenue
By Julia and 4 others5 authors73 articles
Setting Up Your Finance Fundamentals
Create Pricing Bands for Different-Aged Children
Rounding for Funding Calculations
Preventing Double Bookings
Automatically Add Extra Charges for Meals and Consumables
Non-fundable Days
Invoicing Profiles
Enter Funding Grants
Adding Plans in Bulk
Bulk Update Your Plans
Managing Ad-Hoc Purchases
Add a Discount to a Child's Plan
Adding or Removing Funding on Sessions and Packages in Improved Actuals
Managing Irregular Booking Plans
Apply Public Funding to a Child's Plan
Applying Funding Per Child
Create a Plan for a Child
Changing Public Funding Rate
Price Changes to Extra Charges, Packages, or Sessions
Annualised Plan Parts
Finance: Getting an Overview
Making a Temporary Change to a Child's Plan
Managing Parent Requests for Extra Bookings
Updating your Attendance Schedules
Setting Up Your Pricing: Sessions, Extras and Packages
Funding Scenarios
Bill Payer Tags
Change Your Invoicing Scheme
Itemising Your Invoices
A New Invoicing Experience
Invoice Details
Change or Cancel Sent Invoices
Exporting Invoices for Xero
Adding a Bill Payer to a Child's Profile
Archive a Bill Payer
Automatic Invoicing
Batch Invoice
Creating and Sending an Invoice
Customise Your Setting's Invoice Layout
Download Invoice Items in Improved Actuals
Download Invoices
Edit a Bill Payer's Details
Invoices in Improved Actuals
Invoicing Troubleshooting Guide
Link Siblings' Payments and Invoicing
Plan Parts in Improved Actuals
Separating Sibling Invoices
In-app Payments Setup Guide
Understanding Payment Methods and How They Work
Managing Automatic Payments
Handling Refunds and Disputes
Payment Timelines & Payouts
Payment Reports and Reconciliation
Getting Parents Set Up with Payments
Troubleshooting Payment Issues
Payments Requiring Validation (3DS)
Managing Custom Payment
Split Sibling Bill Payers for Automatic Tax-free Childcare Payments
Payment Import
Managing Cash Payments
Using Xero with Famly
Change a Bill Payer
Invoice & Payments Settings Page
Balance Adjustment
Updating or Disabling In-app Payments
Make Changes to a Balance
The EU Reverse Charge System
Log Payments
Log a Voucher Payment
Managing Deposits
Tax-Free Childcare Setup and Management
Verifying with Stripe for Council-based Settings
Send Payment Reminders