Start with the question you need to answer, then open the right billing screen or guide.

Screenshots show the Growing Minds demo center. Your center’s records and amounts will differ.

Where to start

Open billing reports

1. Select Money in the sidebar.

2. Select Setup & reports.

3. Choose Reports.

4. Select Reports & exports to choose a report and date range.

Open Money → Setup & reports → Reports → Reports & exports. Select the image to enlarge it.

Choose the right numbers

A bank deposit, payments received, invoice revenue, and contract value answer different questions. Their dates and totals can differ.

• Bank deposit: use Reconciliation, the payout arrival date, and the payout’s net amount.

• Payment status: look up the individual payment. A received payment may be paid out later.

• Family balance: review invoices and receivables.

• Program revenue: use the revenue report and its date controls; it is not a list of bank deposits.

For a deposit question, begin with Match a bank deposit to its payments, refunds, and fees.

Invoices and family balances

• Create and send an invoice

• Find an unpaid invoice and remind the family

• Edit invoice details and line items

• Generate monthly invoice drafts

• Void an invoice

• Send a family billing statement

Payments, receipts, and Stripe

• Find a payment and check its status

• Record a payment received outside Bloomily

• Email a payment receipt

• Charge an invoice using a saved payment method

• Payments, refunds, and payout setup (Stripe)

Tuition, contracts, packages, and discounts

• How billing, autopay, and payment plans work

• Setting up tuition plans, contracts, and autopay

• Create a tuition billing template

• Create a recurring billing plan

• Create a child’s draft enrollment contract

• Create and activate a package product

• Setting up discounts (promo codes and sibling discounts)

• Subsidy billing (CCAP, CCW, and parent-fee-only invoices)

Revenue reporting

• Review revenue by program and date

Guides you can share with parents

• Paying tuition: invoices, autopay, and payment methods

• Paying by bank account (ACH)

• Trouble completing a checkout or payment

Some linked guides include recorded walkthroughs. When a recording uses an older label, follow the written instructions and the labels in your current screen.

Credits

Bloomily does not hold a credit balance on a family's account. A credit is one of two things: a discount line on an open invoice (down to $0, not below), or a refund of a payment (Money → Payments, open the payment, Refund payment). When a family is owed money and has an open invoice, add the credit line there. When nothing is open, refund the payment. A paid invoice cannot be voided.