Invoices – new management system feature

[Lauren]

Today we have released the 3^rd major part of the Tapestry Management System – Invoices.

It joins Booking and Registers and is available on all Tapestry accounts at no additional cost.

From now you’ll be able to set prices for your sessions, assign funded hours to each child’s regular schedule, and generate invoices based on your booking data. 

Here are the things you’ll be able to do, in a bit more detail:

• Set fixed, or hourly prices for each session. These can be a set cost for all children or based on age.
• Set up the types of funded hours you offer.
• Define how much you receive from your LA per funded hour (this will be useful for later features, but won’t impact the prices you charge per session now – funded hours are always completely free)
• Allocate funded and unfunded hours to each child’s Regular Schedule and see how much will be charged for each session.
• Have invoices generate with the click of a button – the costs they include will be based on your booking data and account for any changes since you last invoiced, so also include any necessary adjustments.
• Add line items (additional fees and refunds/reductions). 
• Set invoice statuses (unsent, sent, paid, overdue) and add notes.
• Export PDF copies of each invoice
• View a list of all invoices or for just 1 child at a time.

This is available on the browser version of Tapestry, in the ‘Booking’ section. To find out more and see some pictures, take a look at the Invoices Feature page.

If there are any tweaks or additional functionality you would particularly like to see as part of the invoices section, or even if you just have some general feedback on it, please get in touch by emailing us: customer.service@eyfs.info.