---
title: How to Create a Payment Plan
description: How to create a payment plan for a TUIO Program.
---

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3. [Programs & Payment Plans](https://support.tuiopay.com/billing-payments?hsLang=en#programs-payment-plans)

October 26, 2026

# How to Create a Payment Plan

### Create the plan

1. Open the program and select **Settings**.
2. Under **Payment plans**, select **Create**.
3. Enter a clear plan name. If the plan should be available only during a particular period, set **Available from** and **Available to**.
4. Save to continue to the payment schedule.

![](https://support.tuiopay.com/hubfs/create-payment-plan.png)

### Build the payment schedule

Open the menu beside **Payment schedule** and choose **Add multiple payments** or **Add payment**.

For multiple payments, choose the frequency: **Annual**, **Monthly**, **Weekly** or **Specified dates and amounts**. Enter the dates, amounts and number of payments required for that schedule. Use the upfront deposit fields only if your plan includes a deposit.

Check **Issue timing** carefully. **Scheduled due date** and **Scheduled issue date** use the schedule dates differently. Choose the option that matches your billing schedule, then review the resulting dates before saving.

![](https://support.tuiopay.com/hubfs/add-multiple-payments.png)

If GL account controls are available, keep Program default to use the displayed program account, or choose Set custom debit GL account or Set custom credit GL account and select the account. Review the generated dates, amounts and GL choices before saving. See [Setting Up Your GL Accounts in TUIO](https://support.tuiopay.com/setting-up-your-gl-accounts-in-tuio-professional-package?hsLang=en) for an example.

Review the generated payments. Open a payment to edit it, or select multiple payments and use **Actions \> Edit payments**. Save the completed plan.

### The default plan

The first plan is the default. You can reorder plans in the program settings to change which plan is first. Automatic enrollment into the default plan depends on the program's **Auto enroll students** setting. Check this setting rather than assuming that every program automatically enrolls students.

### Video walkthrough

The video may show earlier screens. Follow the written steps above for the current controls.

[![](https://cdn.loom.com/sessions/thumbnails/6ce606894cd744c280786c5e8defc977-5230f52c253f77d3-full-play.gif)](https://www.loom.com/share/6ce606894cd744c280786c5e8defc977)

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