This video shows an earlier interface. Use the written steps and linked guides for current options.
Further Reading
You can edit invoices in TUIO from three different places: through a student’s enrollment, from the Invoices tab, or from the parent’s profile.
1. Edit an Invoice from a Student’s Enrollment
If you want to edit a specific student’s invoice:
- Go to the Enrollments tab.
- Click the three-dot menu next to a student’s enrollment to access the Invoices tab for that enrollment.
Here you will see all invoices linked to that student. Click the three dots next to an invoice to Edit it.
- Certain fields can also be updated in bulk for multiple invoices.
Editable fields include:
- Name – The title of the invoice (e.g., “October Partial Invoice,” “Deposit,” “New Student Fee”).
- Line Item Detail – A description shown on the parent’s invoice (e.g., “After care services rendered Sept 13–15”).
- Price – The invoice amount.
- Issue Date – The date the invoice will be issued.
- Due Date – The payment due date.
- Posted Date – Used for filters and bookkeeping. By default, this matches the issue date, but you can backdate it if needed (e.g., billing in October for September services).
- Discount Name & Amount – Add one or more custom discounts specific to this invoice.
2. Edit an Invoice from the Invoices Tab
You can also manage invoices directly from the Invoices tab:
- Click the invoice name or the three dots next to it to Edit.
- This will open the same invoice edit screen as above.
3. Edit an Invoice from a Parent’s Profile
From a parent’s profile, you’ll find both Enrollments and Invoices tabs.
- Open the Invoices tab to view and edit invoices connected to that parent.
Update several invoices or their GL accounts
For changes across several invoices, see How to Edit Invoices in Bulk. Review whether the action applies to selected invoices or the full filtered result, and check the displayed count before saving or queuing an update. GL account options depend on your organization configuration.