🤓 What you’ll do here

👉 Where: Finance menu - Overview

Let’s create a new recurring billing plan. Select the children who are, for example, on the same program by checking the boxes next to their names in the Finance Overview. Then, click Add Plans at the bottom. You’ll now see a new page that guides you on adding a billing plan.

In the first dropdown you’ll see all children you selected, you can also add more or remove them.

In the dropdown, you can create your tuition packages or select from existing ones, priced either weekly or monthly. You can select more than one tuition, but keep in mind that you can't combine monthly and weekly pricing in the same plan.

Need to include extra charges like meals or materials? You can add them here. Make sure the fees align with your pricing structure (all must be either monthly or weekly).

If your center uses multiple pricing groups and hasn't set up automatic move rules, you’ll need to choose a pricing group for the children on this plan. All children will be assigned to one pricing group.

If you have set up automatic move rules, each child will automatically be assigned to a pricing group based on their age, ensuring the right price is charged as they grow. To override this in a specific plan, find the pricing group field under More Options.

Automatic billing determines how frequently invoices are sent to payers. The system will suggest Weekly or Monthly billing based on your added items, but you can choose a different frequency if you prefer.

You can also select Do not automate to keep manual billing for now.

If you select Monthly or Weekly automatic billing and haven’t enabled it in your Settings, you’ll need to specify when to send invoices and when payments are due.

Want to bill bi-weekly?

Bi-weekly billing frequency is not supported yet in the plan builder. In case you need to create a plan on a bi-weekly frequency, you need to:

This field allows you to select the first period to charge for on the new plan. The dropdown lets you choose the previous month, current month, or the next four months. It will default to the first day of that month or week (depending on the billing frequency) as the plan start date. For other start dates, you can choose a specific date from the Custom period option.

Custom period: Here you can choose whatever start date you prefer. The end date will automatically match the last day of that billing cycle (last day of month or week). The Line of first invoice fields are pre-filled with the tuition name and price. You can update the price to match your expected amount.

Click on the More options where you can do all that. This section gives you optional ways to further customize your plan if needed. None of these choices are needed to create a plan, but can add value and automation.

Want to give a permanent discount on the plan? This is the place to do it. The discount will deduct the chosen percentage off the invoice total.

Manage your discounts from Settings > Finance > Pricing > Discounts

The End date field allows you to plan the whole billing term in one go. You simply decide how long you want the billing plan to last. When you choose an End date, the plan will automatically end, and no further invoices will be sent to payers.

Custom period: If you don't choose the last date of a billing period as the end date (the last day of the month or week depending on the chosen frequency), you will be asked to confirm the prorated price for that period. Read more about this above under Define your first billing period.

The Invoice Summary gives you a quick look at how the billing plan will translate into an invoice. The invoice summary will not be visible if you actively choose a billing frequency that doesn’t match your tuition type (for example weekly billing of a monthly tuition).

Did you know that you can adjust the layout of your invoices? Check out Finance tab in your Setup guide. Alternatively head to your Settings, find Finances in the menu and click on Billing. That’s where you can see and edit your Invoice layout.

You’ve made it to the end of the billing setup. Take a breather and get ready for the next step: inviting parents to Famly.