AlexandraTapestrySupport Posted August 16 Share Posted August 16 If your child's setting (nursery, pre-school, childminder etc.) have decided to use the Booking and Invoices features on Tapestry, they are able to book children into sessions and then invoice them accordingly. After they have created an invoice for a child, they can choose to send this to you directly via Tapestry and email. Once they have sent an invoice through their Tapestry account, you will receive a notification via Tapestry and email where you can view the invoice/s. In this tutorial we'll go through accessing the invoice/s in both of these ways, and what the invoice will look like. You can also access invoices via the apps, which we'll look at for the iOS app here, and the Android app here. Accessing invoices through Tapestry Let's start by looking at how to access the invoice/s directly from your Tapestry account. If you log in to the browser version of Tapestry, you'll see a bell icon in the top right-hand corner by your name. If you have a new notification, a number will show up next to this icon indicating the amount of unread notifications you have. If you click on the bell icon it will bring up a list of your notifications. You can click on the invoice notification which will take you to the Invoices page on your account. Otherwise, you can access the invoices by clicking on the 'Invoices' tap in the top bar. On this invoices page you can see the current account balance if this has been enabled (1) and a list of all of the invoice and payment activity that has been recorded (2). You can see an overview of the invoice including the total (3), the period it covers (4), and the invoice's status (5). To view the invoice click on 'View PDF' (6). On this page you can also see any payments that have been recorded for your child on Tapestry (7). Accessing invoices via email As well as receiving an internal notification via Tapestry, you'll also receive an email with a link to your PDF invoice. The email will have the subject 'New Invoice from Tapestry'. If your child's setting have told you they have sent an invoice to you, but you have not received an email, do check your spam/junk folder as it may have been filtered into there. Once you open the email you can click where it says 'View Invoice' to open up a PDF of the invoice (1). Please note, invoice emails are sent from our noreply email address, so any replies directly to the invoice email will not be received. If you have any questions about an invoice, please direct them to your child's setting. If they have set up a contact email for relatives, this will appear in the body of the email (2). Reading an invoice Below you can see an example invoice. I'll go through what you can see here: At the top you will see some basic information about the invoice including: the setting name, the child's name the invoice is for, the period it covers, the invoice number, the invoice date and due date for payment. If you see some extra text/information above the 'Summary' section, this will have been inputted by your child's setting. In the 'Summary' section you will see a breakdown of the charges included in the invoice. You may see an extra section with a blue heading in the 'Summary' which breaks down the bookings that are included in a child's regular schedule. Whether you see this or not is dependent on your child's nursery/pre-school/childminder's settings. Underneath the summary you will see the total amount due. If you see some extra text/information below the 'Total to Pay' section, this will have been inputted by your child's setting. Depending on what your child's setting have decided to include on invoices, it may be spread across several pages. At the top you can see how many pages are included in the invoice. If you have extra pages, you may see a heading in blue at the top that says 'Regular Schedule Bookings'. This is a more detailed breakdown of the sessions that are included in the invoice. Back to contents page Link to comment Share on other sites More sharing options...
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