j. How to Credit an Invoice on TUIO

Like many features on TUIO, there are different ways of accomplishing the same tasks. For credits, while it is certainly possible to edit the next invoice in the chain to lower the price and reflect the credit, we have determined the best course of action is to still edit the invoice but instead use the custom discount option on that specific invoice to better show the credit being applied for that parent on the individual invoice.

The reason it works better is because it shows an exact breakdown on the invoice of how the total came to be. So it will show the normal invoice amount in one line, giving the discount name field the name 'Credit', then on the next line it will show the credit to be applied to reduce the normal amount, and lastly the total amount net of the credit. 

So, for example:

This is the preferred way to credit an invoice on TUIO, so that it is fully transparent to the parent.

Click the invoices tab in the student enrollment that needs to be credited.

Click the 3 vertical dot menu next to the invoice you would like to edit. Click 'Edit' to view the individual invoice to edit.

Enter the credit name in discount name, be as specific as you require, and enter the amount that needs to be credited.

If you click on the individual invoice name in green, you will view it the same way it will show to the parent.

If you have any further questions, please contact [email protected].