---
title: How to Add an Invoice to an Enrollment
description: How to add an invoice to a student's payment plan.
---

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1. [Support for TUIO Admins](https://support.tuiopay.com/?hsLang=en)
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3. [Invoices](https://support.tuiopay.com/billing-payments?hsLang=en#invoices)

October 31, 2025

# How to Add an Invoice to an Enrollment

<https://www.loom.com/share/df59157a27d449acb2cc51bbd8e8b33c>[![](https://cdn.loom.com/sessions/thumbnails/df59157a27d449acb2cc51bbd8e8b33c-125c50b668c316e3-full-play.gif)](https://www.loom.com/share/df59157a27d449acb2cc51bbd8e8b33c)

**This video walks you through the key points — it’s the best way to understand everything in just a couple of minutes.**

 

---

 

### Further Reading

 

You can add an invoice in TUIO from two different places: directly from a student’s enrollment or from the **Invoices** tab.

---

#### 1. Add an Invoice from a Student Enrollment

If you need to create an invoice for a specific student:

1. Go to the **Enrollments** tab.
2. Select the student’s enrollment.
3. Click the **Invoices** tab at the top of the screen.
   
     - Here you’ll see all existing invoices for the student (if any).
4. Click **Add Invoice** to create a new one.

When creating an invoice, you’ll be asked to fill out the following fields:

- **Name**: The title of the invoice (e.g., *October Partial Invoice*, *Deposit*, *New Student Fee*).
- **Line Item Detail** *(optional)*: Additional text to display on the parent’s invoice (e.g., *for aftercare services on Sept 13–15*).
- **Price**: The amount of the invoice.
- **Issue Date**: The date the system will issue the invoice.
- **Due Date**: The date the payment is due.
- **Posted Date**: Used for reporting and bookkeeping filters.
  
    - Example: If you forgot to bill in September but are issuing in October, you can set the posted date to *Sept 1*.
    - By default, the posted date matches the issue date.
- **Discount Name & Amount**: Add a custom discount (name and dollar amount) for this invoice, if applicable.

---

#### 2. Add an Invoice from the Invoices Tab

You can also create an invoice from the main **Invoices** tab:

1. Click **Add Invoice** at the top of the screen.
2. Search for and select the student’s enrollment.
   
     - The student must already be in the system and have a payment plan assigned.
3. Click **Next** to open the same setup screen as above.

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