---
title: How to Set Payment Plan in Bulk
description: How to bulk set payment plan to generate invoices for a selection of students.
---

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October 31, 2025

# How to Set Payment Plan in Bulk

<https://www.loom.com/share/e08ea1cb277e48fdb6e675a233484061>[![](https://cdn.loom.com/sessions/thumbnails/e08ea1cb277e48fdb6e675a233484061-2d7e8beea5c7d4ee-full-play.gif)](https://www.loom.com/share/e08ea1cb277e48fdb6e675a233484061)

**This video walks you through the key points — it’s the best way to understand everything in just a couple of minutes.**

 

---

 

### Further Reading

#### Set Payment Plans in Bulk

1. **Select Enrollments**  
   Go to your **Enrollments** tab and check the boxes next to the student enrollments you want to update. A pop-up at the bottom of the screen will confirm the number of enrollments selected.
   
     - To include all enrollments, click the checkbox at the top to select all.
     - Otherwise, select only the relevant ones and then click the **ACTIONS** button.
   
   *Tip: Use the green “1–25” dropdown at the top of the page to adjust how many results are shown per page. You can also use **Filters** to narrow down by Program or adjust the sorting of results.*
   
     1. *Use the **Payment Plan** filter and select “None” to view enrollments that still need payment plans assigned.*
2. **Apply Payment & Discount**  
   From the ACTIONS menu, choose **Set Payment Plan & Discount**. A window will appear where you can select from your available Payment Plans and **Organization Discounts**. Click the appropriate options, then select **Next**.
3. **Customize Invoices**  
   On the following screen, you can edit each invoice in the plan—adjusting them as needed.
   
     - If you’re ready to notify parents, click **Update & Notify Parents**.
     - If you’d prefer to wait, simply click **Update**, and then [Notify Parents](https://support.tuiopay.com/a.-how-to-notify-parents?hsLang=en) at a later time.

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