Invoicing, funding, and payments

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

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41 articles in this collection
Written by Kevin Jenson, Dan Nikolaison, Julia Rose 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 Chloe Olson
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 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

Payment Import

Import payments in bulk from an Excel or CSV file

Written by Chloe Olson
Updated over a week ago

Importing Payments from Xero

Written by Chloe Olson
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 Chloe Olson
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

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 - 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

Exporting Invoices to Xero

Export all invoices to Xero in one go

Written by Chloe Olson
Updated over a week ago

The Debt Collection tab

Written by Julia Rose
Updated over a week ago

The Revenue Report

Written by Julia Rose
Updated over a week ago

Exporting Your Financial Data

Written by Julia Rose
Updated over a week ago