Invoices: How to bulk export invoices for children

[EmilyTapestrySupport]

On Tapestry you can bulk export invoices for an individual child, or for a group of children. There are two ways you can do this: through the Management system on Tapestry or through the Manage Children page on the Control Panel. I'll go through both in this tutorial.

Let's start by looking how to do this from within the Nursery Management system on Tapestry.

Just a reminder that you can access this through the 'Booking' tab at the top of the page.

 

 

In the booking system you just need to select 'Exports' from the left-hand menu (1) and from the export options, choose 'Invoice PDF export' (2).

 

 

This will link you to an 'Export Invoices' page within the Control Panel. You will now need to select the children you want to export the invoices for. 

 

 

This will bring up a pop-up where you can search for specific children (1). Once you've found the child/ren you want to export the invoices for, you simply need to select their names by using the tick boxes (2). When you're finished, hit 'Done' at the bottom (3). 

 

 

Now that children are selected you will see them listed below (1). You can remove any children selected by accident by clicking on the 'X' button by their name (2). You can also add more children just by clicking on 'Select Children' again (3).

To proceed to the next stage, select 'Export' at the bottom (4). 

The other way to export children’s invoices is from the Control Panel. Any manager can navigate here by clicking on their name in the top right-hand corner (1) and selecting 'Control Panel' from the drop-down (2). 

Once on the Control Panel, go to the 'Manage Children' page from the left-hand menu (3).

 

 

From the Manage Children page, select the child/ren you want to export the invoices for from the list (1). When you do this, you will see a pop-up box appear in the bottom right-hand corner. From there, select 'Bulk export invoice PDFs' (2) and press 'Go' (3).

 

 

This will take you to the same export screen you see if exporting through the management system. Here you can confirm your selection of children (1) and then continue with the export (2). 

 

After clicking 'Export' for either method, you will then see a message confirming the invoices have been queued for exporting. To see if they are ready to download straight away, select 'View your Downloads' (1). If they aren’t ready, check again later by selecting “Downloads” from within the Control Panel (2). 

 

 

On your Downloads page, you will be able to see your invoice export (1). The file name will be 'invoice-export-[date you exported the invoices].zip'. 

Underneath you can see how long you have left to download the invoices (2) and whether any other managers on the account have downloaded it (3). 

To save the invoices onto your own device/s, just click the 'Download' button (4). The files will be downloaded together as a ZIP file. You will need to extract the invoices from the ZIP file and you can then save them onto a device.

 

 

 

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