Create invoice export
Parent log to Xero CSV
Import the parent log, process Tapestry PDFs and export from one clear flow.
Upload your Parent/Child Log so invoices can be matched to the right parent and child.
0 parent/child records imported
| Parent | Child | Service type | Expected rate | Account status | Funding note | Billing notes | Contact email | Payment ref | Previous invoices | Delete |
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Upload the Tapestry invoice PDFs for this run.
0 PDFs uploaded
Check any highlighted lines before creating the Xero CSV.
0 invoice lines
0 need review
£0 export value
| Parent | Child | Inv # | Type | Description | Qty | Rate | Status |
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✓
Export complete
Your Xero-ready CSV has been generated.
0 invoice lines included
0 warnings reviewed
0 PDFs attached
Payment workspace
Connect Xero to unlock payment insights.
Connect Xero to see unpaid invoices.
Payments will appear here.
Overdue invoices will show here.
Upcoming due invoices will appear here.
We’ll calculate this after your first sync.
Payer patterns appear after Xero is connected.
Your best payers will appear here.
Slow payer insights will appear here.
Invoice changes will be tracked here.
Recovered admin fees will appear here.
Tracked invoice emails will appear here.
Ask questions once your data is connected.
Invoice Runs
Previous runs
Audit log
Recent invoice activity
Keep parent, child, service, contact and payment details in one reusable client record.
| Delete |
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Uploaded files
Retention and audit
Organisation
Workspace
£
Security
Low friction, visible control
Individual user accounts
Starter includes 1 user. Team plans add roles and audit trails.
PDF retention
Original uploaded PDFs are deleted after 30 days by default.
Audit history
Exports, exclusions, imports and settings changes are logged.
Plan & billing
Upgrade when ready
Billing checkout will connect here when subscriptions go live.