Set Up: Financial Configurations
Configure your core billing infrastructure, payment gateways, and accounting software syncs. Learn how to set up payment processing, establish regular fee rates, manage catalog items or meal adjustments, set payroll preferences, sync with QuickBooks, and configure third-party sponsors or regional grant parameters like Alberta Affordability Grant rate caps.
- How to Set Up Third Party Sponsors Use this article to view, add, edit, and remove third-party sponsors in ChildFriendly, and to configure key fields such as invoice email, center visibility, and invoice visibility on the family portal. This is a one time set up, completed via your organizations settings, in the Set Up Module.
- How to Set Up Accounting Catalog ItemsThe accounting catalog under the Organization section of the setup module defines how all family billing transactions are categorized and tracked. Think of this catalog as your master list of invoice line items. By categorizing these items—like tuition, registration fees, or field trips—you can easily organize all family billing transactions and track your different revenue streams for cleaner accounting.
- How Set Up Payment Processing in ChildFriendlyThis document explains how to access the Auto Payments set up section in ChildFriendly, connect your Rotessa account for pre-authorized debit payments, and set up Stripe for pre-authorized and one-time credit card payments. Follow these steps to ensure your center can accept and process payments efficiently through the platform.
- How to Set Up & Manage Fee RatesThis article explains how to configure and manage billing rates for your center in ChildFriendly, including full-time, part-time, and drop‑in rates, as well as automated graduation, future fee changes and increases, parents rate caps and archiving.
- Setting Up Supplemental Fees, Meals Services and DiscountsThis article guides you through creating and managing your master list of additional fees (such as meal services) and automatic discounts (such as staff discounts) within the Setup Module. 📘 Looking to assign these to specific families? This article covers high-level system settings only. To learn how to apply these created fees and discounts to an individual family's account, please see our guide on How to Set Auto Adjustment Fees or Discounts in the Ledger.
- How to Set Up Payroll Preferences & TaxThis article explains how to configure payroll and tax settings for your center, including payroll rounding, overtime rules, holiday pay calculations, holiday lists, and tax receipt signatures. Follow the steps in order within the Setup module for the selected center.
- How to Sync to QuickBooksA step-by-step guide to connecting QuickBooks to ChildFriendly so you can automate your financial tracking and seamlessly sync your accounting data.