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Billing & payments

Bill a program every month

Set a program to bill every child in it each month, so you never make a bill or a plan by hand for each child.

Last updated 30 days ago

For center administrators with access to Money.

Set a program to bill every child in it each month, so you never make a bill or a plan by hand for each child.

Before you start

  • The program has a session priced by the month (for example "4 Days/Week, $400 a month"). The Monthly billing card only shows on a program that has one.

  • Your school's monthly bills are on. Open Money > Setup & reports, then Billing choices, and check that "Bill families through Bloomily" is on. If it is off, the card says so and no bill would ever be made.

  • No child in the program is already billed another way, for example by a school-year plan. The screen names any child who is, and will not save until you change how they are billed.

Steps

  1. Open Programs, then open the program.

  2. Find the card called Monthly billing, under Pricing. Press "Set up monthly billing". (If it was set up before, the button says "Change".)

  3. Turn on "Bill this program every month". Choose the First month and the Last month.

  4. Under "When bills are made", choose "With your school's monthly bills" (the default) or "On a day I choose, for that month". Set "Due on day".

  5. Choose whether to "Email the bills to families when they are made". Otherwise the bills wait as drafts, and you send them from Money > Invoices.

  6. Read the preview before you save. It lists each month, for example "First bills: 3 families, $1,200, made Oct 25, due Nov 1." A month already billed says "already billed" and stays as it is. A month whose bill day has passed says "not billed".

  7. Press "Turn on monthly billing" and confirm. Saving makes no bill.

Check the result

  • The card now reads "Every month, November 2026 to May 2027." and "Next bills are made Oct 25, for November."

  • On the bill day, each family with a child in the program gets one bill for the month. A child added later joins the next bill by themselves (see "Add a child to a program partway through the year").

  • Open Money > Invoices and look for the bills the preview described.

  • A different rate for one child, no charge, or a later first month is set on that child's place, not on a plan: Programs > Roster > Revise, "What this child pays each month".

  • Do not also create a contract for the same program. A contract is a school-year plan. See "Create a child's draft enrollment contract" for when one is the right tool.