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Setting up In-app Payments
Setting up In-app Payments

How to set up in-app payments at your organization

Josie avatar
Written by Josie
Updated this week

πŸ’‘ Tip: Before setting up in-app payments, read our introduction to in-app payments here.


Video Guide to In-app payments


Setting up In-app Payments

To set up in-app payments, you'll need the "Can set up and manage in-app payments" permission enabled. Once you've enabled this:

  • Click on Settings in your sidebar and go to Finances

  • Click In-app payments under Billing
    ​Only managers with the permission to manage financial information can access the page.

  • A new screen will open (as below).

  • Complete the verification process, by clicking Add info and entering the requested information.

  • Enter the company details and click Verify.

Enter personal details

Entering your personal details is necessary to verify the account. Make sure that you are entitled to complete this set up on behalf of the nursery.
​Company Info: Are there additional owners with at least 25% ownership? (info: if the account responsible has ownership, he/she should not be listed as an additional owner).
​Account Responsible: Enter the details of the account responsible.
​(info: This is the person that has authority to sign contracts on behalf of the company).
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Upload picture of ID

As you are doing the setup on behalf of the nursery, Famly needs to verify your details before your setup is complete.


Verification

Once you have entered all the required details, our payment provider will verify them. If some details were incorrect, such as a blurry photo of your ID, or a misspelling of an address, we will ask you again for more information.
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Should the person who set up in-app payments leave, don't worry - their personal details were only used to verify the account. The details are not used for anything else.


Changing Legal Names

To change legal or doing business as names:

Navigate to Finance β†’ Reports β†’ In-app payments

Click Settings in the top right

Then click Edit details and adjust your details on the newly opened page

Note: This may prompt a second round of verification from Stripe.


Payment method Settings

Require Payment Methods for Parents

You will now be able to require that parents enter a payment method. Enabling this functionality will block bill payers from accessing Famly until a payment method has been added to encourage paying online and on time.

Please note, this will not block staff members with children from accessing Famly if they have not entered a payment method.

To enable this setting:

  • Click on Settings β†’ Finances

  • Click In-app payments under Billing

  • Scroll to the Payment methods section

  • Toggle on Payment method required

Once enabled, bill payers will be greeted with the following message upon logging in:

Require Automatic Payment from Parents

In addition to requiring parents to add a payment method, you can also require that they sign up to be charged automatically, as per your pre-defined schedule.

To enable this setting:

  • Click on Settings β†’ Finances

  • Click In-app payments under Billing

  • Scroll to the Payment methods section

  • Toggle on the Autopay selection (this requires the Payment method required setting enabled)

Since this setting is enabled along with the Payment method required setting, if a bill payer only adds their payment method, upon logging, they will come across the message below:

Require Automatic Payment from Parents

In addition to requiring parents to add a payment method, you can also require that they sign up to be charged automatically, as per your pre-defined schedule.

To enable this setting:

  • Click on Settings β†’ Finances

  • Click In-app payments under Billing

  • Scroll to the Payment methods section

  • Toggle on the Autopay selection (this requires the Payment method required setting enabled)

Since this setting is enabled along with the Payment method required setting, if a bill payer only adds their payment method, upon logging, they will come across the message below:

Allow Custom Payment Amounts

You can decide whether you'd like to allow parents to pay custom amounts (not the full balance, for example). You can also choose to define both a minimum and a maximum payment that parents are allowed to pay through Famly.

To do so:

  • Navigate to Settings β†’ Billing β†’ In-app payments and click the Edit button next to Custom payment amounts

  • Enter a minimum and maximum payment amount

    • The minimum amount can not be less than $10 at the moment but can be set higher

    • The maximum amount defines how much a parent is allowed to overpay their balance (For example, $0.00 means the parent is allowed to pay up to their full balance, while $100.00 means the parent is allowed to pay up to $100 more than their full balance and end up in credit)

Statement Descriptor

You can find your payouts more easily in your bank statements by using statement descriptors.
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To add a Statement descriptor, scroll right to the bottom of your in-app payments settings and switch on the toggle to Enable custom description

Text entered into this section will show on your bank statement when you receive payouts. Your bank may add additional information so keep it short and sweet!

This is particularly useful if you are part of an organisation with multiple settings - now you can add a unique descriptor for each setting so you know which payouts are coming from where.

If you decide not to add a descriptor, payouts will show they're from Famly Pay by default, so you know it's from us.


Automatic Payments

When you set up in-app payments, automatic payments will become enabled. Your bill payers at your center can still opt in or out of this; they will just always have the option to use an automatic method.

Go to Settings β†’ Billing β†’ In-app payments to see your settings for automatic payments.

  • You can view the Fees for each payment method by hovering over the information option to the right.

  • Debit cards will be enabled by default to ensure that at least one payment method is enabled.

Here you can also choose whether you'd like to run an automatic payment every week, every month or even whenever an invoice becomes due.

  • If you select monthly you can choose between:

    • First working day of the month

    • Last working day of the month

    • An exact date in the month

  • If you select weekly you can choose which day of the week you'd like the run to happen on.

  • If you select on invoice due date, payments will be initiated whenever an invoice becomes due. Be aware that the payment will be for the full outstanding balance at the time of payment and not only for the invoice that becomes due.

On your chosen day for automatic payments, the system will look at all bill payers with outstanding balances and attempt to charge them (given that the bill payer has opted in for automatic payments).

☝️If a bill payer opts in after the weekly or monthly run has passed, the system won’t come back and pick up any outstanding amounts. The bill payer would have to pay manually before the next run.


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