- Go to a child's profile.
- Click on the Invoicing tab
- Click +Deposit on the left
- Enter the bill payer, amount, deposit date and a note if necessary
If the deposit has been paid to the nursery via a different accounting system, select the already paid box. When it comes time to refund the deposit, delete it completely from Famly and return it via credit from the old system. You cannot refund an amount that wasn't originally billed for in Famly, as this wouldn't match up in your revenue calculations.
If the deposit has already been paid, but you want to log the transactions in Famly, you can: leave the box unticked, save the deposit, log a payment of the deposit amount and lastly send the invoice charging for the deposit. The bill payer will see that they've already made the payment for this.
If the deposit has not been paid to the nursery, it will appear as an additional charge on the next invoice sent. When the time comes to return the invoice, simply return to the Deposit box in the invoicing tab on the child's profile. Click into the deposit and click refund. This action will show up as a credit on the next invoice sent.