Billing & Payments
Step-by-step guides for TUIO administrators on billing, invoices, payment plans, refunds, and transaction management. Includes troubleshooting for failed payments and payment method setup.
Overview & Structure
Programs & Payment Plans
- How to Create a Program
- How to Duplicate a Program
- How to Set Up Enrollment Start and End Dates
- How to Manage Program-Level Overrides for Parent Service Fees
- How to Manage Program Groups
- How to Apply Search Filters on the Programs Tab
- How to Archive, Delete and Restore Programs
- How to Create a Payment Plan
- How to Edit a Payment Plan
- How to Hide a Payment Plan
- How to Delete a Payment Plan
- How to Set Payment Plan, Apply a Discount or Custom Pricing
- How to Set Payment Plan in Bulk
- Select a Payment Plan on Behalf of Parent
- How to Delete or Change a Payment Plan for a Student
- How to Bulk Edit Payment Plans and Split Amounts Between Parents
- How to Set Up a Discount
Students & Enrollments
- TUIO Students: A Quick Overview
- How to Import Students with a Spreadsheet
- How to Manually Add a Student in TUIO
- How to Add/Move Students to Programs using Update Enrollments
- How to Apply Search Filters on the Enrollments Tab
- How to Export Enrollments
- How to Archive, Delete and Restore Student Enrollments
Invoices
- How to Adjust Invoices for a Student
- How to Invoice a Late Enrollment
- How to Add and Link Payment Methods for Your Parents
- How to Add an Invoice to an Enrollment
- How to Edit an Invoice
- How to Edit Invoices in Bulk
- How to Delete an Invoice
- How to Add a Fee to an Invoice
- How to Duplicate an Invoice
- How to Add Terms to an Invoice
- Has an Invoice Processed?
- How to Refund an Invoice, Fully or Partially
- How to Send Reminders for Unpaid Invoices to Parents
- How to View Overdue Invoices
- How to View 'On Hold' Invoices
- Why is the Invoice 'Pending Approval' Status?
- What Invoice Dates Mean and How They Affect Payments
- How to Add an EIN to Invoices
- Why the Invoice is Showing 'Returned' and 'Deposited'
- How to Disable Overdue Notifications for an Invoice
- How to Process a Parent's Payment Method
- How to Set up Overdue Reports
- How to Reprocess a Failed Payment
- How to Record an External Payment
- How to Create and Apply an Account Credit
- How to Add an International Credit Card
- What Are the Transaction Fees?
- How to Process a Transaction for a Partial Payment
- Determine Why and be Automatically Notified of Failed Payments
- How to View Transaction Details and Diagnose Failed Payments