Financial Administrator Training

About Course

This course is designed to equip you with the essential knowledge and practical skills needed to efficiently manage financial operations within the Child Pro platform. Throughout this training, you will learn how to handle billing, payments, invoicing, financial reporting, and other administrative tasks with accuracy and confidence.

Course Content

Account Setup & Basics
Welcome to ChildFriendly Pro! Let's get you set up for success. In this quick video, you will learn how to log in, customize your user profile, and configure your notification preferences so you never miss an important update. Embed: [Video: How to Log In, Set Up Your Profile & Notifications]

Account Setup & Basics

02:00

Billing & Invoicing Fundamentals
Automate your billing process to save time! We will guide you through setting up a Families Ledger so that recurring auto-billings happen seamlessly behind the scenes for your entire center.

Financial Administrator Training

About Course

Course Content

Account Setup & Basics

Billing & Invoicing Fundamentals
Automate your billing process to save time! We will guide you through setting up a Families Ledger so that recurring auto-billings happen seamlessly behind the scenes for your entire center.

Billing & Invoicing Fundamentals

Setting Up Auto-Billing Ledgers

Automating Fees & Discounts

Creating Billings & Invoices

Prorated & One-Time Charges

Processing Payments & Refunds

Managing Payments, Credits & Refunds

Issuing Parent Refunds

Applying Sponsor Payments

Handling Returned Payments

Deposits & Reconciliations

Grouping Lump Sum Deposits

Reconciling Third-Party Payments

Advanced Navigation & Filters

Navigating the Family Finance Tab

Mastering Finance Filters

Documents & General Reports

Sharing Invoices & Statements

Generating Tax Receipts

: Running Finance Reports

Supplemental Fees Reporting

Payroll & Regional Claims

Payroll Reporting Basics

Tracking Staff Overtime

Monthly Claims & Fees Report

Payment Gateways

Managing Stripe for Credit Cards

Managing Rotessa for Auto-Payments

About Course

Course Content

Billing & Invoicing Fundamentals Automate your billing process to save time! We will guide you through setting up a Families Ledger so that recurring auto-billings happen seamlessly behind the scenes for your entire center.

Processing Payments & Refunds

Deposits & Reconciliations

Advanced Navigation & Filters

Documents & General Reports

Payroll & Regional Claims

Payment Gateways

Billing & Invoicing Fundamentals
Automate your billing process to save time! We will guide you through setting up a Families Ledger so that recurring auto-billings happen seamlessly behind the scenes for your entire center.