a. How to Add an Invoice

You can add an invoice from 2 different places in TUIO.

If you want to add an invoice to a given student in a program, click on the enrollment in the Enrollments tab, then click the Invoices tab at the top of the screen. All the existing invoices for that student will come up, if any, and you will also see an Add Invoice button. Clicking it will allow you to add an invoice.

When clicking Add Invoice, you will get prompted to fill out the following fields:

• Name: this is the name of your invoice, e.g. 'October partial invoice', 'Deposit', 'New Student Fee', etc.
• Line Item Detail [optional]: fill out this field if you want a particular bit of text displayed on the parent's invoice e.g. 'for after care services rendered 13th, 14th, 15th of September'.
• Price: set the price of this invoice.
• Issue date: the date at which the invoice will be issued by the system.
• Due date: the date at which the invoice will be due for payment.
• Posted date: the date that you want to apply to the invoice for filters and bookkeeping purposes. E.g. you bill a parent in October because you had forgotten to bill them in September - you can change the posted date to September 1st, for instance. By default, the posted date is the same as the issue date.
• Discount name and amount: apply a custom discount for this specific invoice by entering the discount name and $ amount.

Another way to add an invoice is right on the Invoices tab. Click the Add Invoice button at the top of the screen, look up a student enrollment (it has to be in the system already and has to have a payment plan selected), click on it and then click Next to end up on the same set up screen as shown above.