Invoices: How to set up your invoice format

EmilyTapestrySupport · May 30, 2023

This screen is where you can set what information is displayed in all PDFs you generate of invoices on your account. Here you can also the default due date for your invoices, which is the number of days after an invoice is generated that it becomes due.

You can adjust the formatting for your invoices by clicking 'Booking' at the top of the screen (1), then selecting 'Config' (2), then 'Invoices' (3) from the menu on the left.

In the first section on this screen you can select whether you would like your logo to appear at the top of your invoices (1). The logo will be the one you use for your Tapestry account. You can find our tutorial on how to add your logo to Tapestry here.

You can also add any text which to the header (2) or footer (3) sections on your invoices.

Next you can set the due date for invoices generated on your account (4). This is the number of days after an invoice invoice is generated that it becomes due. Do note that this will apply to all invoices generated on your account.

You can also choose to show a child's balance brought forward and total now due on all invoices generated from the moment you configure this option. To do so you only need to tick/untick the checkbox (5). Click on the 'Show Example' button to see an example of what this would look like (6).

In the last section on this screen you can also choose whether a summary of the child's regular schedule is included on PDFs (7) and whether those rates are shown (8). Click on the 'Show Example' button to see an example of what this would look like (9).

You can also choose to include a detailed breakdown section on PDFs (10) and whether those rates are shown (11). Once again you can see an example of this using the 'Show Example' button (12).

Once you are happy with your format for invoices, click 'Save' at the bottom (13).

Below you can see an example PDF of an invoice for a child.

At the top you can see what the logo would look like if you opt to show this (1).

You can also see the header and footer text (2) and what the 'Regular Schedule Summary' section looks like if you ticked to include that (3), as well as the 'Balance Brought Forward' and 'Total Now Due' (4) if you also ticked to include that.

Should you opt for the 'Detailed Breakdown Section,' it will be presented on additional pages within the invoice (5).