--- title: How to Set Payment Plan, Apply a Discount or Custom Pricing description: How to select a payment plan for a student's enrollment, apply an organization discount, and customize the payment plan. --- [Skip to content](https://support.tuiopay.com/b.-how-to-set-payment-plan-apply-a-discount-or-custom-pricing#main-content) English Show submenu for translations [![TUIO-logo-cmyk.png](https://support.tuiopay.com/hs-fs/hubfs/TUIO-logo-social-type-400x400-rgb.png?width=125&height=125&name=TUIO-logo-social-type-400x400-rgb.png)](https://support.tuiopay.com?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Contact support](mailto:support@tuiopay.com) [Contact support](mailto:support@tuiopay.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Support for TUIO Admins](https://support.tuiopay.com/?hsLang=en) 2. [Billing & Payments](https://support.tuiopay.com/billing-payments?hsLang=en) 3. [Programs & Payment Plans](https://support.tuiopay.com/billing-payments?hsLang=en#programs-payment-plans) November 9, 2026 # How to Set Payment Plan, Apply a Discount or Custom Pricing Use **Set payment plan & discount** to assign a payment plan and review discounts before creating invoices for an enrollment. The flow has five steps: **Plan, Discounts, Order, Review** and **Result**. ### Open the setup wizard 1. Open **Enrollments** and find the enrollment. 2. Choose **Set payment plan & discount** from the enrollment or its row menu. For several enrollments, select their checkboxes and choose the action from **Actions**. 3. Review the selected enrollments. TUIO lists any enrollment it cannot update and explains why. If the selection spans programs, choose the program to work on. ### 1. Plan Choose the payment plan and review the invoices it will create for each enrollment. **Pending parent's selection** is unavailable when no plan is currently within its availability window. ### 2. Discounts Choose the discounts to apply. Selected discounts appear as chips. Use **Create organization discount** if you need a new organization discount, or **Use enrollment's existing discount** to keep the discounts listed for each enrollment. ![Discounts step with Sibling Discount selected and calculation options.](https://support.tuiopay.com/hs-fs/hubfs/payment-plan-discounts-2026-11-09.jpg?width=670&name=payment-plan-discounts-2026-11-09.jpg) ### 3. Order Review the order in which discounts are applied and the resulting prices. This step is skipped when changing the order would not change the result. ### 4. Review Check the invoice amounts, descriptions, dates and discounts before applying the plan. When every enrollment has the same price, the review includes **After discounts**. Past dates are marked **Already passed**. To customize one payment, select its name under **Line item detail**. In **Edit payment**, adjust **Price ($)**, the issue timing and date, or the invoice discount, then select **Save**. Use **Add payment** or **Add multiple payments** if you need to change the schedule. These changes apply to the enrollment setup you are reviewing. Select **Next** only after checking the affected enrollments and invoices. If an issue date has already passed, TUIO asks you to confirm before continuing. ![Review step with editable payments, past-date indicators and amounts after discounts.](https://support.tuiopay.com/hs-fs/hubfs/payment-plan-review-2026-11-09.jpg?width=670&name=payment-plan-review-2026-11-09.jpg) ### 5. Result and parent notification Review the number of enrollments updated and invoices created. Any skipped enrollment is listed with its reason. Select **Notify parents of enrollment** on the Result step if you want parents notified, then choose **Done**. Notifications are sent when you select Done. Leave the checkbox clear if you do not want to notify parents at this point. ### When an enrollment already has a plan Bulk setup skips enrollments already assigned to a payment plan. Review the skipped reason rather than repeating the same bulk action. To adjust invoices already created for an enrollment, follow [How to Edit Invoices for a Student](https://support.tuiopay.com/e.-how-to-edit-invoices-for-a-student?hsLang=en). A voided invoice does not prevent plan setup and remains in the enrollment's history. ![Result showing an updated enrollment and the optional Notify parents of enrollment checkbox.](https://support.tuiopay.com/hs-fs/hubfs/payment-plan-result-2026-11-09.jpg?width=670&name=payment-plan-result-2026-11-09.jpg) - [Billing & Payments](https://support.tuiopay.com/billing-payments?hsLang=en#main-content) - [Overview & Structure](https://support.tuiopay.com/billing-payments?hsLang=en#overview-structure) - [Programs & Payment Plans](https://support.tuiopay.com/billing-payments?hsLang=en#programs-payment-plans) - [Students & Enrollments](https://support.tuiopay.com/billing-payments?hsLang=en#students-enrollments) - [Invoices](https://support.tuiopay.com/billing-payments?hsLang=en#invoices) - [Donations & Fundraising](https://support.tuiopay.com/billing-payments?hsLang=en#donations-fundraising) - [Forms, Attendance, Class & Student Management](https://support.tuiopay.com/forms-attendance-class-student-management?hsLang=en#main-content) - [Student Management](https://support.tuiopay.com/forms-attendance-class-student-management?hsLang=en#student-management) - [Registration & Non-Registration Forms](https://support.tuiopay.com/forms-attendance-class-student-management?hsLang=en#registration-non-registration-forms) - [Attendance & Class Management](https://support.tuiopay.com/forms-attendance-class-student-management?hsLang=en#attendance-class-management) - [Parent Management & Communications](https://support.tuiopay.com/parent-management-communications?hsLang=en#main-content) - [Parent Management](https://support.tuiopay.com/parent-management-communications?hsLang=en#parent-management) - [Communications & Notifications](https://support.tuiopay.com/parent-management-communications?hsLang=en#communications-notifications) - [Reports, Exports & Reconciliation](https://support.tuiopay.com/reports-exports-reconciliation?hsLang=en) - [Platform Management & Settings](https://support.tuiopay.com/platform-management-settings?hsLang=en) - [Software Releases & Future Roadmap](https://support.tuiopay.com/software-releases-future-roadmap?hsLang=en#main-content) - [🚀 Future Roadmap](https://support.tuiopay.com/software-releases-future-roadmap?hsLang=en#future-roadmap) - [🆕 Software Releases](https://support.tuiopay.com/software-releases-future-roadmap?hsLang=en#software-releases) - [Integrations](https://support.tuiopay.com/integrations?hsLang=en) Copyright © 2026, TUIO