c. How to Set Payment Plan in Bulk
When you want to set payment plan, apply a discount and/or customize invoices for multiple students, doing so in bulk - rather than individually - will be a huge time saver. Follow these easy steps to make your TUIO experience even smoother.
Set Payment Plan in Bulk
First, navigate to your 'Enrollments' tab and click the checkboxes for all the enrollments you want to set payment plan for currently. A pop-up will appear at the bottom of your screen, indicating how many enrollments you've selected.
Click Select All if you want to set payment plan for all the enrollments, otherwise click the ACTIONS button once you've selected all the relevant enrollments.
Tip: click the green 1-25 at the top of the page to change the # of results displayed per page. You can also click the Filters button to filter for a specific Program, and change the sorting parameters for the page if desired
After clicking the ACTIONS button, next click the 2nd option in the menu - 'Set Payment & Discount'.
A screen will pop up where you can choose from your Payment Plan and Discount options. Click the appropriate bubbles for each and then click Next.
On the next page you can customize the invoices in the payment plan, including being able to edit the invoice Price and Line Item Detail(s). If everything looks appropriate and you're ready to inform parents, click Update & Notify Parents, otherwise click Update if you don't want to notify parents yet.
