Blossom Educational

Abbie

Everything to help you get started with Blossom Finance, including settings, funding, deposits and reports.

Finance

Blossom's invoice number sequencing allows you to specify where you would like your automated number sequencing to start from..

Invoice Number Sequencing

Watch our video on configuring your invoice settings on Blossom. Or read our step-by-step guide and follow at your own pace.

Invoice Settings | Finance

Blossom enables you to choose the currency you want to work with. To use this feature you will need to contact the customer support team.

Currency Switcher

Export CSV invoices through Blossom, made up of Child Reference Codes, Account Codes and specific esports to Xero and Sage 50.

Nursery accounting exports

Wondering how to create consumables in Blossom? Follow our step-by-step instructions and read our FAQs for straightforward answers.

Consumables | Finance

Extra items are set up at a nursery level and allocated to the child. Learn how right here with Blossom, and read Extra Items FAQs.

Extra Items | Finance

Check out our video on creating a discount on Blossom, or read our how-to guide and add more options to your Blossom Finance set-up.

Discounts | Finance

Adding payments and overseeing accounts in Blossom. Learn more with our quick payments video or read our step-by-step guide!

Payments & Account Balances

Explore Blossom's Finance settings including invoice number sequencing, accounting exports, discounts, consumables and more here

Finance Settings

Set up your funding options on Blossom, and make the packages that work for your setting. Any questions? Read our Funding FAQs!

Setting Up Funding

On Blossom we have three different funding types that a nursery can set up. These can be manual/automatic additions, or invoice subtractions

Funding allocation options

How to apply funding to a child once funding has been created at a nursery level on your nursery's Blossom platform.

Applying Funding

Explaining how Manually Allocated Funding works on the Blossom platform, where funded hours can be applied to specific sessions or hours.

Manually Allocated Funding

One of the funding allocation types, 'Subtract Funding Amount from Invoice', works by subtracting the funding amount rather than hours.

Subtract Funding Amount from Invoice

Learn how to set up funding, apply it to the right children and easily report on it with these Blossom guides

Funding on Blossom

Your guide to easy invoicing on Blossom, exploring the filters available along with invoicing FAQs on generating invoices and errors.

Invoicing

A guide to Blossom's finance elements in the child profile, including bank details, invoicing, notes and payments made/due.

Finance in the Child Profile | Overview

Made a mistake with your Blossom invoice? No problem, you can credit note the invoice and see it cancelled or create credit brought forward.

Credit Notes

Learn how to create a booking pattern for a child on Blossom, and add everything you need to make it representative of the child in question

Booking Patterns

How to add an extra session on Blossom and how to invoice for them, along with frequently asked questions for those in need.

Extra Sessions

Understanding the terminology and functionality of Blossom's four available invoice statuses: Sent, partially paid, paid and overdue.

Invoice Statuses

How to start accounts in Blossom with an opening balance and more, diving into balance adjustments along with payments due and overpayments.

Credit & Debit Brought Forward

See finance at a child level with these guides on invoicing, credit notes, booking patterns, extra sessions and more!

Finance in the child profile

The Blossom deposits page provides an overview of all held deposits & deposit activity. The table shows a breakdown of deposit information.

Deposits Overview

Learn how to add a deposit & invoice for a deposit on Blossom, with step-by-step instructions on both.

Adding & invoicing for a deposit

On Blossom, if you need to refund a deposit please do not credit note the invoice. A deposit is refunded by using a different method.

Refunding deposits

Put insurance on a prospective placement with Deposits on Blossom. Learn about invoicing for a deposit, refunding them and a general deposits overview.

Deposits

Forecasts, debt chasing and payment analysis, all possible with Blossom's financial reporting. Find out how here.

Financial Reporting

There are several revenue reports available on Blossom. Here's how you access them, with options split by room, by age and total income.

Revenue reports

With Blossom you can pull reports on Credit Notes, Payments and Balances, and export them to Administrators and Managers.

Credit notes, payments and balances

Blossom's funding report provides a detailed list of funding amounts and hours that have been allocated to children.

Finance | Funding report

For greater insight into managing your setting's debt, Blossom has two debt reports to explore on your platform: Aged debt, and Bad debt.

Debt reports

The Blossom financial forecasting report provides you with a monthly overview of future fees forecasted over your selected year.

Forecasting

Keep a close eye on your finances with these report guides relating to revenue, credit notes, funding, debt and forecasting.