English Help Centre - for Staff/Managers

Rebecca Heyliger avatar Martin Petri Petersen avatar Ruby Veazey avatar
129 articles in this collection
Written by Rebecca Heyliger, Martin Petri Petersen, and Ruby Veazey
Invoicing!

Invoice layout

How do I edit what the invoices automatically include when they are sent out?
Ruby Veazey avatar
Written by Ruby Veazey
Updated over a week ago

Invoicing profiles

Attendance and method of invoicing
Ruby Veazey avatar
Written by Ruby Veazey
Updated over a week ago

Pricing Groups

Set different prices for the sessions and products based on a child's age.
Martin Petri Petersen avatar
Written by Martin Petri Petersen
Updated over a week ago

Automatic transitioning up Pricing Groups

Create rules for automised price changes based on the age of the children
Rebecca Heyliger avatar
Written by Rebecca Heyliger
Updated over a week ago

Adding A Bill Payer

Setup who should pay the invoice of a child, add an invoice recipient
Martin Petri Petersen avatar
Written by Martin Petri Petersen
Updated over a week ago

Edit a Bill Payer's details

Edit name, address, bank details etc. for a bill payer
Martin Petri Petersen avatar
Written by Martin Petri Petersen
Updated over a week ago

How do Bill Payer's receive invoices?

When an invoice is sent out, how is it viewed by parents?
Ruby Veazey avatar
Written by Ruby Veazey
Updated over a week ago

Adjust an Account Balance

How to carry over debit or credit from another invoicing system, add surcharges or credits
Martin Petri Petersen avatar
Written by Martin Petri Petersen
Updated over a week ago

Adding Deposits

Add and refund deposits
Rebecca Heyliger avatar
Written by Rebecca Heyliger
Updated over a week ago

Apply Vouchers

Set up single or recurring voucher payments
Rebecca Heyliger avatar
Written by Rebecca Heyliger
Updated over a week ago

Batch Invoice

Send out multiple invoices at once
Rebecca Heyliger avatar
Written by Rebecca Heyliger
Updated over a week ago

Add Payments

Add Payments to a Bill Payer's Account
Martin Petri Petersen avatar
Written by Martin Petri Petersen
Updated over a week ago

Parent Payments by Credit Card and Debit Card

Let parents pay their outstanding balance in Famly
Martin Petri Petersen avatar
Written by Martin Petri Petersen
Updated over a week ago

Mark Cash Payments as Deposited

Mark whether a cash payment has been deposited to the bank or not
Martin Petri Petersen avatar
Written by Martin Petri Petersen
Updated over a week ago

Payment Reminders

Send payment reminders to your bill payers who haven't paid their invoices
Ruby Veazey avatar
Written by Ruby Veazey
Updated over a week ago

Change a sent invoice

Cancel an invoice in order to make changes
Ruby Veazey avatar
Written by Ruby Veazey
Updated over a week ago

Cancel an Invoice

Change an invoice after it has been sent in order to make changes
Martin Petri Petersen avatar
Written by Martin Petri Petersen
Updated over a week ago

Detailed Breakdown of an Invoice

How an invoice is calculated including sessions and public funding
Rebecca Heyliger avatar
Written by Rebecca Heyliger
Updated over a week ago

Direct Debit

How Direct Debit works in Famly and how you export the details
Martin Petri Petersen avatar
Written by Martin Petri Petersen
Updated over a week ago

Moving over to Invoicing Profiles

Schools, term dates & funding > Invoicing Profiles
Ruby Veazey avatar
Written by Ruby Veazey
Updated over a week ago