Keeping up with complicated billing schedules can be tricky, especially if you bill some bill payers monthly and others weekly. Whatever your setup, with Automatic Billing, you can set up monthly, bi-weekly, or weekly billing frequencies and apply these to any bill payer - so you can leave all the scheduling up to Famly.

Automatic Billing determines how frequently a bill is sent to specific bill payers - not to be confused with Automatic Payments, which takes payment from bill payers via Famly Pay. You can read more about Automatic Payments here.

Please note, this feature is available for customers on our Starter, Essentials and Premium packages. It is not available on our Free package.

To configure your sites for Automatic Billing, head to Settings → Finance → Automatic billing.

Once you're there, you can enable up to three different billing frequencies. You can choose which frequency (or frequencies) to make available.

After enabling the different frequencies above, you will need to define the period the bills should cover:

NOTE: If you are using Automatic Billing ensure that Automatic Payments are set to at least one day later than the Automatic Billing date. Because automatic billing and payment run times may vary within the specified date, it is important to have a 24 hour gap to ensure all Automatic Payments are picked up. This can be set by going to Settings → Finances → Billing → In-app payments.

You can also automatically assign an invoicing frequency to any new bill payers you create by toggling on Assign to new bill payers

Enabling this will automatically add the selected invoicing frequency to any newly created bill payer regardless of how that bill payer was created. This will make it nice and easy to ensure all bill payers are invoiced as soon as they join the nursery.

If you have existing bill payers without a billing frequency, you still need to manually add the bill payer frequency to those bill payers. This can be done in your Bill payer report by going to Reports → Bill payers. If a bill payer doesn't have a bill payer frequency added, they won't receive a bill.

By default, the due date of the bills will be set to 10 days after the bill is sent. This can be adjusted by adjusting the payment deadline in the Select payment deadline field.

To apply an automatic invoicing schedule to a bill payer, head to a child's profile and click on Billing. From here, click on the bill payer's name in the Bill Payers box to navigate to their bill payer profile. Toggle on Automatic Invoicing here and select the schedule you'd like to apply to this bill payer.

If you've only configured one schedule, that schedule will be pre-selected.

The selected schedule will be indicated underneath the bill payers name in the Billing tab from now on

To apply an automatic invoicing frequency to bill payers in bulk:

You can also choose to disable automatic invoicing for multiple bill payers here by clicking Disable auto-invoicing.