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Invoicing, funding, and payments
Invoicing, funding, and payments
Invoices, bill-payers, payments, funding, Famly Pay, and financial reports
38 articles in this collection
Written by
Julia Rose
and
Chloe Olson
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
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
Payment Import
Import payments in bulk from an Excel or CSV file
Written by
Chloe Olson
Updated yesterday
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
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 this week
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 - 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 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