k. How to Add a Fee to an Invoice

With most features on TUIO there are multiple methods to achieve the same objective. Here I will outline the best practices for assigning fees to a student's invoice, depending on the invoice status.

You may want to add fees to a student invoice for various reasons. Perhaps you have terms in your documentation describing a fee charged for late payment, or you carry a late pickup fee for aftercare.

No matter the circumstances, TUIO can help you assign these fees.

1

Fee for 'Pending Payment'/ 'Payment Failed'/ 'Pending Approval' invoice

A fee can be added directly to the invoice for invoices in any of these statuses. You will want use the 'Edit' feature to edit the line item detail to mention what the added fee is for, and the price to increase the amount to include the fee.

Once this is done, the parent will be sent a 'notice of pending approval' invoice to their email and an email link to be able to approve the changes and make the payment.

2

Fee for 'Paid'/ 'Pending Payment-Payment in Progress' invoice

For invoices with these statuses, you will not be able to add an amount to the invoice using the 'edit' feature. Instead you can use the Add Invoice feature to add in a fee invoice to the existing payment plan containing the invoice relevant to the fee.

Note: A 'Refunded' invoice will need to be made payable in order to access the 'edit' feature to add a fee.