---
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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November 9, 2026

# How to Set Payment Plan in Bulk

Assign a payment plan to several enrollments using **Set payment plan & discount**.

### Select the enrollments

1. Open **Enrollments**.
2. Filter by the relevant program and set **Payment Plan = None** to find enrollments still needing a plan.
3. Select the intended enrollments and review the selected count.
4. Choose **Actions \> Set payment plan & discount**.

### Review and apply the plan

Work through **Plan, Discounts, Order, Review** and **Result**. If you selected more than one program, choose the program to process. The Order step is skipped when discount order cannot change the price.

Review the proposed invoices and any dates marked **Already passed** before applying the plan. Existing plans are not replaced by this bulk action: enrollments already on a plan are skipped.

On **Result**, check how many enrollments were updated and invoices created, then review the reason for every skipped enrollment. Select **Notify parents of enrollment** if needed and choose **Done** to send the notifications.

See [How to Set Payment Plan, Apply a Discount or Custom Pricing](https://support.tuiopay.com/b.-how-to-set-payment-plan-apply-a-discount-or-custom-pricing?hsLang=en) for the individual steps.

![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)

 

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