Bill payers are the relatives that receive copies of invoices when you send them through Tapestry; they will receive them via email and and they can also access invoices through their own Tapestry account, should you permit this via the User Permissions screen. They will also receive receipts for payments if you choose to send them.
Any other relatives linked to a child who are not set up as bill payers will not receive copies of invoices. If you haven’t already linked children with their relatives, you can do so by following this tutorial.
Please note, only manager type users have access to the Invoices tab on the Management System and to the Configuration menu, so you will only be able to assign bill payers to a child if you are a manager type user on Tapestry.
There are two different places on Tapestry where you can set a child’s bill payer/s on your account: from the Management System, and also from the Manage Relatives page. The following two tabs show you how to do this from both.
We’ll then take a look at how to add in a billing address for a child’s invoices.
Let’s get started….
To assign bill payers from the management system you’ll need to navigate to a child’s finance tab. To do this, go to the Management System from the main menu and then select Children.
You can scroll through the list of children or use the search box to enter the name of the child you’re looking for.
Once you have selected the child for whom you want to assign a bill payer or multiple bill payers, you will see their Management System Dashboard on the main part of the screen. Select the Finance tab and you will see the box where you can amend Bill Payers for this child.
After clicking on the pencil icon to edit the bill payer information, 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 and then click Confirm to save your changes.
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 to link the child to the relative.
You should now see confirmation that your new bill payers have been saved. You can change this at any point by clicking on the pencil icon again. You can also add a billing address for the invoice in the section underneath and this is covered in the final tab on this page.
So that is it! You now know how to assign bill payers for a child from the child’s Finance tab on the Management System.
The next tab shows you the ways that you can assign bill payers via the Manage Relatives page.
As a manager type user on your account, you can also assign bill payers to children from the Configuration menu. You will need to select the Relatives option and then select Manage Relatives.
On this screen, there are two ways that you can find the relative whom you you wish to assign as a bill payer for a child.
Please note, in order to assign relatives as bill payers, those relatives will need to have been linked to the child on your account.
The first method is to find the relative on the list, and then select the Edit pencil icon button to edit the relative’s profile.
When you have selected to edit the relative’s profile, you can then scroll to the bottom of the page. In the ‘Related Children’ section, you will see any children linked to this relative. You then just need to tick the Bill Payer box and click Save.
If you need to do this for several relatives, you may find it 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 Edit Relationships button for a relative to proceed.
This will bring a pop-up box with a list of all the children on your account. You can use the search field to enter the child’s name or scroll down to find the child on the list.
Any children linked to this relative will have tick boxes for Parental Responsibility, and also to indicate if they are a Bill Payer for this child. From here, you can check the tick box next to Bill Payer to assign the relative as a bill payer for that child’s.
You need to make sure you select Save to save your changes.
And that’s it! You have now seen how to assign a bill payer through the Manage Relatives page accessed via the Configuration menu!
This page will show you where you can add and edit the billing address for a child’s invoices.
As when assigning a bill payer, you will need to access the Management System from the main Tapestry menu. You can then select the Children option to provide you with a list of the children on your account.
You can scroll through the list of children or use the search box to enter the name of the child you’re looking for.
Once you have selected the child for whom you want to add or edit a billing address, you will see their Management System Dashboard on the main part of the screen. Select the Finance tab and you will see the box where you can enter the billing address for the child.
In the bottom right-hand corner you will see the Billing Address section. Just click the pencil icon to add the address if no billing address exists or to edit the address if needed.
You can only have one billing address per child, so the same billing address will be used for all bill payers assigned to that child.
You can then input the billing name and the billing address . When you’re done, just click Save Address.
You now know how to add a billing address for a child!