JackTapestrySupport Posted August 23, 2023 Posted August 23, 2023 In this tutorial we're going to look at how to assign "Bill Payers" to your children. Bill payers are the relatives that receive copies of invoices via email when you send them through Tapestry. Any other relatives linked to a child who are not set up as bill payers will not receive copies of invoices. Please note, in order to assign bill payers, relatives and children will need to be linked on your account. If you haven't done this yet, this tutorial talks you through how. There are a few ways you can set a child's bill payers. I'll firstly show you how to do this from within the Management System. Let's look at how to get there. First click 'Management System' on the top task bar (1), and select 'Children' from the left-hand menu (2). You'll then need to click on the child you want to set the bill payers for (3) and then navigate to their 'Finance' tab (4). On this screen, you will see a list of all the transactions for this child. On the right-hand side you can also see their account balance, billing address and you can assign bill payers. Click on the pencil button to add or edit a child's bill payers. After clicking on this button, a pop up box will appear listing all the relatives linked to the child. Select which relatives you want to assign as bill payers using the tick boxes down the right-hand side (1) and then click 'Confirm' (2). If no relatives have been linked to the child, you will see a warning message about this and asking you to click on the button 'manage relatives'. You should now see confirmation that your new bill payers have been saved (1). You can change this at any point by clicking on the pencil icon again (2). You can also assign bill payers to children from the Manage Relatives page on the Control Panel. You can access this page by clicking on your name in the top right-hand corner (1) and selecting 'Control Panel' from the drop-down (2). Once you are on the Control Panel you'll then need to select 'Manage Relatives' from the left-hand side (3). If you want to do this for just one parent you can find their name in the list and click on the 'Edit' button. Then scroll to the bottom of the page. In the 'Related Children' section you'll see any children linked to this parent. You then just need to tick the 'Bill Payer' box and 'Save' (2). If you need to do this for several relatives you may find it slightly quicker to go to the 'Manage Relationships' page. The button to access this can be found at the top of the Manage Relatives screen. Here you will see a list of all relatives and any children they are linked to. Click on the 'Manage Relationships' button for a relative to proceed. This will bring a pop-up box with a list of all the children on your account. Any children linked to this parent will have tick boxes for 'parental responsibility' and 'bill payer' underneath the child's name. You then just need to select the 'Bill Payer' tick box (1) and hit 'Save' (2). And that's how you assign bill payers to children! This tutorial will talk you through how you can then send invoices to bill payers. Back to Main Tutorials Page
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