The Revenue and Debt app is your home-base for all of your financial activity in Famly. It is made up of several different parts which each serve a purpose to help you make the most out of Famly!
The Revenue Report: This report shows invoiced revenue and forecasts future revenue according the sessions, products, discounts and public funding added to children's plans and ad hoc purchases. It also includes an option to enter a budget. More on that here.
Debt and Invoicing Report: This report offers an overview of bill payers with outstanding invoices. Here you can keep track of which invoices have been paid and which are overdue. More on that here.
The Public Funding Report: This report allows you to keep track of the amount of funding you are giving children and the amount of funding you can claim as revenue from your local council. This report requires some set-up before hand. More on that here.
All invoicing activity: This page allows you to export four types of reports (payments, bill payers, invoices) which can then be imported into accounting systems. If enabled for the setting, this also the place to download direct debit files.
Additionally you can quickly add payments to children, invoices or bill payers from this page. More on all invoicing activity here.
Batch invoice: From this page you can send out batch invoices for multiple children for specific invoicing periods. Additionally, you can add items such as credits or surcharges to the bill payers from this page. More on Batch Invoice here.