In this tutorial we’ll look at look at how you can manage the size of your Tapestry subscription from your account. This can be used to:

  • Reduce your size at renewal
  • Increase your size at renewal
  • Increase your size mid-subscription
  • Pay your invoices

There are some cases where you should contact us directly to assist (customer.service@eyfs.info) instead of using the self-service account management page:

  • If you need to reduce your package size, and have paid for the larger size within the last 30 days.
  • If you need to increase your package size within 2 months of your renewal date.

Please note that you will need to be a manager staff user on the browser version of Tapestry. 

Navigating to Account Management

To start, go to Help > Account > Account Management.

This will take you to your account management page where you can see the details of your account, such as: expiry date, account ID, who we send invoices to.

Changing your package size

Under the Manage your Tapestry subscription section you can see your current subscription. To amend your size click on Change. 

Here you can see all of the available sizes, the cost to amend your subscription to that size now, and the annual renewal cost. Click on Select next to the size you want to change to: it will then be Selected. Under the available size you have the option to add on a Wonde integration. If you’d like to explore this further please take a look at this tutorial for purchasing the Wonde integration and this tutorial for setting it up. At the bottom of the page you can see a summary of your changes and the cost. If you’re happy to proceed click on Confirm change.

If you are increasing your size mid-subscription: an upgrade invoice will be generated for you. Your account will remain at the existing size until the upgrade invoice is marked as paid.

OR

If you are reducing or increasing your size at renewal: your existing renewal invoice will be cancelled and a new renewal invoice for the different size will be generated for you. Your account size will update immediately.

Paying for your subscription

Click on View all invoices to view your pending invoice.

If the email address that we send invoices to also receives invoices for another Tapestry subscription then you will also be able to access these from the ‘View all invoices’ button. Therefore, if this is the case, please ensure that you select the invoice relating to your subscription.

The financial contact/s for your subscription will also receive the invoice via email and can access it from there.

Your invoice will look something like this. To pay your invoice, scroll to the bottom of the page and click on Pay.

You will then have three different options for payment. We would recommend paying via card, if possible, as this is the quickest payment method. If you choose this option simply follow the steps to make the card payment.

If you pay via cheque or BACS the payment can take up to 5 working days for us to process. 

Once the invoice has been marked as paid the financial contact will receive an email to confirm.

Back on your account you will also see your new subscription details. This will be a new size if you are increasing your size mid-subscription, or an updated expiry date if you are reducing or increasing your size at renewal.

And that’s it! If you need any help with managing your accounts size or renewal please get in touch with the team at customer.service@eyfs.info and we’ll be happy to assist. 

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