Invoicing, funding, and payments

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

38 articles in this collection
Written by Julia Rose

Invoicing - Getting started

Invoicing Profiles- getting started

Written by Julia Rose
Updated over a week ago

Creating Invoice Profiles, STEP 1: Attendance Schedules

How to create and manage attendance schedules

Written by Julia Rose
Updated over a week ago

Creating Invoice Profiles, STEP 2: Funding

Add different types of funding to your invoice profiles

Written by Julia Rose
Updated over a week ago

Creating Invoice Profiles, STEP 3: Invoice Profiles

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

Written by Julia Rose
Updated over a week ago

Customise your setting's invoice layout

How to edit what your setting's invoices automatically include

Written by Julia Rose
Updated over a week ago

Creating and sending an invoice

Written by Julia Rose
Updated over a week ago

The 'Details' section of an invoice

How to view the detailed invoice breakdown

Written by Julia Rose
Updated over a week ago

Batch Invoice

How to send out multiple invoices at once in Famly

Written by Julia Rose
Updated over a week ago

Make changes to a balance

Written by Julia Rose
Updated over a week ago

Change or Cancel sent invoices

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

Written by Julia Rose
Updated over a week ago

Invoicing - Improved Actuals

Upgrading to Improved Actuals

How to upgrade to the newest version of invoicing in Famly

Written by Julia Rose
Updated over a week ago

Invoices in Improved Actuals

Written by Julia Rose
Updated over a week ago

Download invoice items in Improved Actuals

Written by Julia Rose
Updated over a week ago

Plan parts in Improved Actuals

Written by Julia Rose
Updated over a week ago

Adding or removing funding on sessions and packages in Improved Actuals

Written by Julia Rose
Updated over a week ago

Payments

Log payments

Log payments made for a child's fees

Written by Julia Rose
Updated over a week ago

Log a voucher payment

How to log vouchers as payment against fees

Written by Julia Rose
Updated over a week ago

Managing cash payments

Mark cash payments as deposited

Written by Julia Rose
Updated over a week ago

Managing deposits

Add a deposit to a child's account

Written by Julia Rose
Updated over a week ago

Creating a Direct Debit export

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

Written by Julia Rose
Updated over a week ago

Bill Payers

Adding a bill payer to a child's profile

Written by Julia Rose
Updated over a week ago

Edit a bill payer's details

Written by Julia Rose
Updated over a week ago

Archive a bill payer

Written by Julia Rose
Updated over a week ago

Link siblings' payments and invoicing

Written by Julia Rose
Updated over a week ago

Send payment reminders

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

Written by Julia Rose
Updated over a week ago

How to manage public funding

Apply public funding to a child's plan

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

Written by Julia Rose
Updated over a week ago

Funding scenarios

Common funding scenarios for your setting

Written by Julia Rose
Updated over a week ago

Public Funding Report

Written by Julia Rose
Updated over a week ago

Funding Loop integration

Written by Julia Rose
Updated over a week ago

Famly Pay

Famly Pay - Introduction

Written by Julia Rose
Updated over a week ago

Famly Pay - Setup

How to set up Famly Pay at your setting

Written by Julia Rose
Updated over a week ago

Famly Pay - Daily use

An overview of some ways you can utilise Famly Pay to help manage your setting's finances

Written by Julia Rose
Updated over a week ago

Famly Pay - supporting parents and bill-payers

Written by Julia Rose
Updated over a week ago

Financial Reports

The Revenue and Debt app

How to access the use the Revenue and Debt app

Written by Julia Rose
Updated over a week ago

The 'Debt and Invoicing' report

Written by Julia Rose
Updated over a week ago

The 'Revenue' report

Written by Julia Rose
Updated over a week ago

The 'All Invoicing Activity' report

How to use the 'All Invoicing Activity' report

Written by Julia Rose
Updated over a week ago

Exporting your financial data

Written by Julia Rose
Updated over a week ago