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Downloading Invoices
It's always nice to be able to get copies of invoices to handle outside of Famly - perhaps you'd like to send a copy via email or print out an invoice. That's why there are a few ways to download invoices and credit notes in Famly. This article will walk you through them.
Download via the Child Profile
To download an invoice via a child's profile:
Use the search bar to look up a child
Next, click on the Billing tab on their profile
From here, find the Bill Payers box and click on View account
Here, you'll see a full overview of all invoices sent to this bill payer. Click on the invoice you'd like to download to open it
Click on the Download button
Download via the Invoice Report
To download invoices and credit notes in bulk:
Click on Finances in your sidebar
Click on Reports
In the Choose report dropdown, select Invoices
Check all or select a group of invoices
Next, click on the Actions button
Select Download selected invoices
Your download may take a few seconds to process and once it's done, just click on Download. And that's it! You will receive a ZIP file with all the selected invoices and credit notes
