e. How to Edit an Invoice

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

If you want to edit an invoice of a given student in a program, click on the student 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. Click the 3 dots on the same line to edit it.

This can also be done in bulk for certain fields. 

You will then have the option to edit 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 edit an invoice is right on the Invoices tab. Click any of the invoice names or the 3 dots on the same line to edit it and arrive at the same invoice edit screen as shown above.