How to Add an Invoice to an Enrollment

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.