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Invoicing, funding, and payments
Invoicing, funding, and payments
Invoices, bill-payers, payments, funding, Famly Pay, and financial reports
+1
45 articles in this collection
Written by
Josephine Lorenzen,
Kevin Jenson,
Dan Nikolaison
and 1 other
Invoicing - Getting started
Invoicing Profiles
Written by
Julia Rose
Updated over a week ago
Invoicing Trouble Shooting Guide
Common problems when invoicing and how to address them
Written by
Josephine Lorenzen
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 3: Funding
Add different types of funding to your invoice profiles
Written by
Julia Rose
Updated over a week ago
Creating Invoice Profiles, STEP 2: 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 this week
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
Payment Import
Import payments in bulk from an Excel or CSV file
Written by
Josephine Lorenzen
Updated over a week ago
Using Xero with Famly
Written by
Josephine Lorenzen
Updated over a week ago
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
Separating Sibling Invoices
Written by
Josephine Lorenzen
Updated over a week ago
Adding a Bill Payer to a Child's Profile
Setting up a bill payer for the child
Written by
Julia Rose
Updated over a week ago
Edit a Bill Payer's Details
Amend the name, address or bank details of a bill payer
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
Applying Funding Per Child
This mention of funding works with a fixed monthly deduction
Written by
Kevin Jenson
Updated over a week ago
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 - Promotions
Written by
Josephine Lorenzen
Updated over a week ago
Famly Pay - Transaction Timelines and Payouts
Written by
Josephine Lorenzen
Updated over a week ago
Famly Pay - Fees
Written by
Josephine Lorenzen
Updated over a week ago
Payments Requiring Validation
How to manage and keep track of parent's payments that require validation.
Written by
Dan Nikolaison
Updated over a week ago
Famly Pay - How It Works
Written by
Josephine Lorenzen
Updated over a week ago
Disable Famly Pay
This article will guide you through disabling Famly Pay for your setting
Written by
Josephine Lorenzen
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 Report
Written by
Julia Rose
Updated over a week ago
Exporting Invoices to Xero
Export all invoices to Xero in one go
Written by
Josephine Lorenzen
Updated over a week ago
The Debt Collection tab
Written by
Julia Rose
Updated over a week ago
Exporting Your Financial Data
Written by
Julia Rose
Updated over a week ago