AlexandraTapestrySupport Posted October 21 Posted October 21 Before we begin please note, in order to send an invoice a child needs to have bill payers set. For information on how to set a child's bill payers, please refer to this tutorial. Invoices are sent to relatives through Tapestry via email and internal notifications. The email is sent as soon as you send an invoice to a child's bill payers and is sent regardless of whether relatives are permitted to receive notifications through your Tapestry account or not. Also, invoices will need to be generated already before you can send them. You can read about how to generate your invoices one by one here or in bulk from here. If you want to send invoices one at a time, then please have a look at the steps in this tutorial. Otherwise, if you want to bulk send your invoices, go to Management System (1) > Finance (2) > Invoices (3) > Unsent Invoices (4). Here you'll see a list of invoices that haven't yet been sent to the bill payers. You can filter the list by room (5) if preferred. To send all of the invoices on this page, click 'Send All' (6). A popup box will then appear confirming the action. To return back to the previous screen select on 'Cancel' (1). Or to proceed with sending the invoices click on 'Send' (2). Once the invoices have been sent, a message will show confirming how many invoices have been sent (1) (and they will no longer appear on the 'Unsent Invoices' page), along with any invoices that can't be sent (2). (As a reminder: you can assign bill payers by following this tutorial.) To dismiss the message click on 'Finish' (3). If you have any questions about this please get in touch at customer.service@eyfs.info. Back to Main Tutorials Page
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