Billing & payments
Tuition, invoicing, autopay, payouts, subsidies, and discounts
- Match a bank deposit to its payments, refunds, and feesChoose a payout date, review payments, refunds and fees, and export transaction detail to reconcile a Stripe bank deposit.
- Create a child’s draft enrollment contractPrepare a draft contract using the correct child, school year and tuition setup.
- Review revenue by program and dateUse the program revenue view to investigate the selected reporting period.
- Send a family billing statementSend a statement for the selected family or families after reviewing its date range and balances.
- Create and activate a package productDefine a package of credits before making it available for purchase.
- Charge an invoice using a saved payment methodUse the available charge action to collect an invoice balance from the family’s saved payment method.
- Create a recurring billing planCreate a reusable billing plan that can be assigned to children for future invoice runs.
- Create a tuition billing templateDefine a reusable tuition template for contracts and enrollment pricing.
- Email a payment receiptSend a receipt for an eligible recorded payment to the family.
- Void an invoiceCancel (void) a bill that should no longer be collected.
- Record a payment received outside BloomilyRecord money already received, such as a cash or check payment, against an open invoice.
- Generate monthly invoice draftsGenerate draft invoices for families with active billing plans for a selected month.
- Edit invoice details and line itemsChange an invoice’s due date, notes or charges after checking the current invoice and payment records.
- Find a payment and check its statusUse the payment record to check what happened to a family's money.
- Find an unpaid invoice and remind the familyCheck the invoice and payment records before sending an unpaid-bill reminder.
- Create and send an invoiceUse a new invoice for a charge that is not already billed.
- Billing and invoicing (for centers)For center admins: everyday billing tasks in Bloomily — recording offline payments, sending receipts, creating invoices, voiding stale invoices, and issuing Stripe refunds.
- How billing, autopay, and payment plans workFor center admins: a plain explainer of how autopay, manual payments, reminders, overdue status, ACH timing, and receipts work in Bloomily.
- Setting up tuition plans, contracts, and autopayFor center admins: setting up school years, tuition templates, billing plans, discounts, and late fees, then putting each child on an enrollment contract with autopay.
- Payments, refunds, and payout setup (Stripe)For center admins: connecting Stripe to accept payments, the methods families can pay with, the payments ledger, recording cash and check payments, and issuing full or partial refunds.
- Subsidy billing (CCAP, CCW, and parent-fee-only invoices)For center admins: how to bill families correctly when CCAP, CCW, or another subsidy program covers part of tuition, including bill-the-difference and parent-fee-only invoice patterns.
- Setting up discounts (promo codes and sibling discounts)For center admins: how to create promo codes and automatic sibling or multi-child discount rules, and what families see at checkout.
- Correct a recorded paymentFix a payment someone typed in by hand: its amount, date, method, check or PO number, or note.
- Add a child to a program partway through the yearPut a child in a program that bills every month, see the first bill before you confirm, and choose whether this month is billed.
- Bill a program every monthSet a program to bill every child in it each month, so you never make a bill or a plan by hand for each child.
- Year-end statements (for your office)Every family you bill has a year-end statement of what they paid you. Open it, download it, or give a copy to a family.
- Change who pays for a child’s billsMove a child’s plans and unpaid bills to another guardian, or split them between two parents.
- Move a child to a different planChange a child’s tuition plan or days, for example from 5 days to 4.
- See a family’s or a child’s billing accountSee every bill and payment for a family or one child, on one screen.