Tapestry Pay allows relatives to make payments for their invoices directly through Tapestry. You can find out more about Tapestry Pay here, and the processing fees here.
In this tutorial we’ll run through how to set this up on your account as a Non-profit. The onboarding process varies slightly depending upon your type of business, so if you’re not a Non-profit you can refer to our other setup tutorials for Individual and Sole Traders or Private companies instead.
The Management System will need to be set up before you can access Tapestry Pay, so if you haven’t done that yet please refer to this tutorial first.
- Only Manager staff users can set up and access Tapestry Pay
- Tapestry Pay is not available on trial accounts
- The setup can only be done via the browser version of Tapestry
Start by going to Management System > Finance > Tapestry Pay.
The first time you navigate here you’ll be greeted with the following page. Click on ‘GET STARTED‘.
If you don’t finish setting up Tapestry Pay in one sitting, then you can continue the set up at any point from this same page.
To start the setup you’ll begin my selecting your type of business. This tutorial follows the path for those who have selected ‘Non-profit’. There are three different non-profit subtypes that you can choose from:
Click on one of three options and press Next. Please refer to the relevant tab at the top of this tutorial to follow the path for your selected non-profit subtype.
Please note that once you click on ‘Next’ you’ll no longer be able to come back to this page. If you make the wrong selection and need to amend your business type please get in touch at customer.service@eyfs.info.
During the process of setup, if you need to move between steps you can do so from the drop down arrow in the top right.
The first step is to fill out your school information. Some of the fields are optional, but supplying these can help speed up the onboarding process. Once the required details are filled in click on Next.
If you are completing the Tapestry Pay set up on more than one Tapestry subscription for the same school: your School name will need to differ on each set up. For example “[School name] – [account differentiator]”.
Next, fill in the details for the school representative. Some of the details may auto-fill using the information from your Tapestry account (such as email address) but you can simply amend these if required. Press Next once complete.
Next will be the Sponsored Merchant Service Agreement. Again, click on Next once you have completed this step.
Please note that the £2500 limit does not apply; Tapestry Pay does not allow you to take any funds until you are fully verified and the onboarding process is complete.
If you’ll want to accept Tax-Free Childcare (TFC) payments you can set this up now. You can find your setting through the URN or by entering the details manually, then select Enable TFC to go on to the next step.
Or, if you don’t want to accept TFC, click Skip TFC Payments.
If you don’t enable TFC during this onboarding process you can still enable this at a later stage.
If you’ve chosen to enable TFC you’ll see the below page. If, on this page, you follow the steps for Secure Open Banking, clicking on Connect now will open up additional steps to follow with Plaid.
Alternatively, if you chose to Skip TCF, you’ll get the below page. Fill out the details and click on Next.
The final step will require some documents to be uploaded. Once uploaded, click on Submit.
You’ve now completed the initial setup. If you need to make any changes click on Edit submission. Otherwise, if you’re happy that all of the details are correct, click on Finish.
Please note that once you click on ‘Finish’ you’ll no longer be able to amend the details you’ve entered. If you need to make any changes during or after the onboarding process please email customer.service@eyfs.info.
Once you’ve finished your application will be reviewed and you’ll see the appropriate message for the stage of your application. You will receive emails from Unipass and internal Tapestry notifications to advise of the process.
If additional information is required you can complete this from within Tapestry, or from the Unipass email which will take you to a Unipass web portal.
Once your application has been approved you’ll be able to use Tapestry Pay and relatives will be able to make payments though Tapestry immediately. If you wish to disable this ability for some or all of your relatives you can do so from Configuration > Relatives > Relatives’ User Permissions > Invoices and Account Balances > Relatives can pay through Tapestry.
In order for relatives to use Tapestry Pay you will need to:
- Have your onboarding application approved.
- Set the relative user permission ‘Show account balances’ to permitted.
- Set the relative user permission ‘Relatives can pay through Tapestry’ to permitted.
For help on navigating Tapestry Pay please see our tutorial here.
During the process of setup, if you need to move between steps you can do so from the drop down arrow in the top right.
The first step is to fill out your association information. Some of the fields are optional, but supplying these can help speed up the onboarding process. Once the required details are filled in click on Next.
If you are completing the Tapestry Pay set up on more than one Tapestry subscription for the same association: your Association name will need to differ on each set up. For example “[Association name] – [account differentiator]”.
Next, fill in the details for the association representative and upload the required documents. Some of the details may auto-fill using the information from your Tapestry account (such as email address) but you can simply amend these if required. Press Next once complete.
Next will be the Sponsored Merchant Service Agreement. Again, click on Next once you have completed this step.
Please note that the £2500 limit does not apply; Tapestry Pay does not allow you to take any funds until you are fully verified and the onboarding process is complete.
Fill out the details and click on Next.
Here you will need to fill out your sales information. The average single transition value will impact your transaction limit, so ensure that all of the details you enter here are accurate.
Click on Submit.
The final step will require some documents to be uploaded. Once uploaded, click on Submit.
You’ve now completed the initial setup. If you need to make any changes click on Edit submission. Otherwise, if you’re happy that all of the details are correct, click on Finish.
Please note that once you click on ‘Finish’ you’ll no longer be able to amend the details you’ve entered. If you need to make any changes during or after the onboarding process please email customer.service@eyfs.info.
Once you’ve finished your application will be reviewed and you’ll see the appropriate message for the stage of your application. You will receive emails from Unipass and internal Tapestry notifications to advise of the process.
If additional information is required you can complete this from within Tapestry, or from the Unipass email which will take you to a Unipass web portal.
Once your application has been approved you’ll be able to use Tapestry Pay and relatives will be able to make payments though Tapestry immediately. If you wish to disable this ability for some or all of your relatives you can do so from Configuration > Relatives > Relatives’ User Permissions > Invoices and Account Balances > Relatives can pay through Tapestry.
In order for relatives to use Tapestry Pay you will need to:
- Have your onboarding application approved.
- Set the relative user permission ‘Show account balances’ to permitted.
- Set the relative user permission ‘Relatives can pay through Tapestry’ to permitted.
For help on navigating Tapestry Pay please see our tutorial here.
During the process of setup, if you need to move between steps you can do so from the drop down arrow in the top right.
The first step is to fill out your charity information. Some of the fields are optional, but supplying these can help speed up the onboarding process. Once the required details are filled in click on Next.
If you are completing the Tapestry Pay set up on more than one Tapestry subscription for the same charity: your Charity registered name will need to differ on each set up. For example “[Charity registered name] – [account differentiator]”.
Next, fill in the details for the charity representative. Some of the details may auto-fill using the information from your Tapestry account (such as email address) but you can simply amend these if required. Press Next once complete.
Now you will need to supply information about the charity trustee/s. You can add trustees from the + Add Trustee button, and will need to supply details and supporting documents. Save once these have been uploaded and deials supplied.
You can delete trustees from the bin icon. Once the details have been completed press Next.
Next will be the Sponsored Merchant Service Agreement. Again, click on Next once you have completed this step.
The final step will require bank details and documents to be uploaded. Once uploaded, click on Submit.
You’ve now completed the initial setup. If you need to make any changes click on Edit submission. Otherwise, if you’re happy that all of the details are correct, click on Finish.
Please note that once you click on ‘Finish’ you’ll no longer be able to amend the details you’ve entered. If you need to make any changes during or after the onboarding process please email customer.service@eyfs.info.
Once you’ve finished your application will be reviewed and you’ll see the appropriate message for the stage of your application. You will receive emails from Unipass and internal Tapestry notifications to advise of the process.
If additional information is required you can complete this from within Tapestry, or from the Unipass email which will take you to a Unipass web portal.
Once your application has been approved you’ll be able to use Tapestry Pay and relatives will be able to make payments though Tapestry immediately. If you wish to disable this ability for some or all of your relatives you can do so from Configuration > Relatives > Relatives’ User Permissions > Invoices and Account Balances > Relatives can pay through Tapestry.
In order for relatives to use Tapestry Pay you will need to:
- Have your onboarding application approved.
- Set the relative user permission ‘Show account balances’ to permitted.
- Set the relative user permission ‘Relatives can pay through Tapestry’ to permitted.
For help on navigating Tapestry Pay please see our tutorial here.