Before you're able to start billing parents and contacts for their child's care, you'll need to assign them as a bill payer.
💡 If you are new to Famly, check out our onboarding hub: Step 2 - Lay Foundation for Plans, which includes initial setup of payers.
Check out the video below if you'd like to get an overview of adding bill payers in Famly:
Add a bill payer
To add a bill payer to a child's profile, navigate to your Finance Overview:
Filter by and resolve all Issues: Missing payer
Filter by and resolve all Issues: Missing payer email
Click the red ❗️icon by Payers to resolve any missing Payers or Emails (which they will need to receive the invoice)
You will see the sidebar pop up for that Child and associated Payers
Click the ❗️Email missing attention item
An Edit payer popup will appear
Enter missing information
Click Update
Add multiple bill payers
You can add multiple bill payers to a child's profile if the bills are divided between parents or other contacts. To add multiple bill payers, navigate to a Child Profile.
To add an additional bill payer:
Click on Manage above the Bill payers box
Then on Add bill payer
Select another bill payer from the suggested options or create a new one if necessary
Once confirmed, you'll be able to choose the percentage each bill payer will need to pay going forward
☝️Note: today, bill payer spilt is only available as a % split. The concepts of invoice recipients and custom payment amounts together would allow invoice recipients to pay custom amounts across various cards. Please reach out to helpdesk@famly.co for more information.
Add an invoice recipient
Anyone added as an invoice recipient can see the bill once sent out. The first bill payer added will automatically become an invoice recipient, but you can add as many contacts here as you'd like.
💡 If a bill payer gets in touch to say they cannot see their bills or the Balance tab in their account, check that they're assigned as an invoice recipient first.
To add an invoice recipient:
Click on View account in the Bill payers box of a child's Billing tab
Navigate down to Invoice recipients
Click on Add to enter another invoice recipient
Edit a bill payer's details
You can edit the name, address, and contact information of a bill payer.
To edit a bill payer, you'll need the Manage invoices for children permission enabled.
To edit the bill payer:
Go to the Billing tab on the child's profile
Click on the bill payer's name in the Bill Payer box to the left
A new page will open with all the bill-payers details
Click Edit
A new pop-up will open
Enter the necessary changes and finish with Update
