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