Overview of payments
👉 Where: Finance menu > Payments
💡 Tip: Go to to review your in-app payments settings
Filter by:
Payment date
Created/deleted date
Method (e.g. card, ACH, check, cash)
Transaction status
Bill payers
Transaction statuses are most commonly:
Completed - the payment is completed
☝️ Note: most payments move directly into Completed status; see payment timelines here for detail
Disputed - a complaint. A parent has contacted their bank or card provider and disputed the payment. In most cases, this only happens if the parent does not agree with the charge.
Failed - This can happen due to a number of reasons such as insufficient funds, parent entering incorrect postcode details, card expired, the ACH mandate has been cancelled, or the bank account has been closed. The payment has not been processed or saved. The parent will receive an email informing them that the payment failed. A failed payment will show on the bill payer's account, but the amount will not count towards the balance.
☝️ Keep in mind for ACH payments: While ACH payments appear quickly, they may fail within 9 days and then be reversed. If this happens, Famly will simply deduct from your next payout.
Processing - The payment has started, but it takes a few days to complete depending on the payment method.
☝️ Note: This is rarely seen, as most will move immediately to Completed.
Refunded - The payment was completed but paid back to the parent. It is not included in their balance.
☝️ Note: At the moment, Famly does not offer refunds in-app. Any credit you need to pay back to the bill-payer must happen outside the app. Just remember to add the activity to the parent's account by creating a negative payment.
Export CSV
💡 Tip: Export to see Payout ID and Payout Date in CSV format alongside of each payment, for accounting/reconciliation purposes! Similar to your In-app Payment Payouts Report: this will allow you to easily see Amounts and Fees in separate columns for easy calculations of Amount - Fee = payout amount to reconcile with what is seen in your bank account for that same Payout Date. Export your Payments, filter by date, and export.
How to:
Filter by: select date range
Select “Export CSV”
Once download is ready, the spinning wheel will complete and you will select “Download CSV”