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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]
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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.
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Billing & Invoicing Fundamentals
02:00
Setting Up Auto-Billing Ledgers
02:00
Automating Fees & Discounts
02:00
Creating Billings & Invoices
02:00
Prorated & One-Time Charges
02:00
Processing Payments & Refunds
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Managing Payments, Credits & Refunds
02:00
Issuing Parent Refunds
00:00
Applying Sponsor Payments
00:00
Handling Returned Payments
00:00
Deposits & Reconciliations
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Grouping Lump Sum Deposits
02:00
Reconciling Third-Party Payments
00:00
Advanced Navigation & Filters
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Navigating the Family Finance Tab
02:00
Mastering Finance Filters
00:00
Documents & General Reports
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Sharing Invoices & Statements
02:00
Generating Tax Receipts
00:00
: Running Finance Reports
00:00
Supplemental Fees Reporting
00:00
Payroll & Regional Claims
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Payroll Reporting Basics
00:00
Tracking Staff Overtime
00:00
Monthly Claims & Fees Report
00:00
Payment Gateways
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Managing Stripe for Credit Cards
00:00
Managing Rotessa for Auto-Payments
00:00
Financial Administrator Training
https://youtu.be/fXe03s1S1n4?si=o0El5nKSLHwd8GyO

Read this guide to generate the data you need for your monthly government or agency claims, alongside your supplemental fee tracking. (Note: For video training on region-specific reports, please check our Help Library!)

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