How to Edit an Invoice

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:

1. Go to the Enrollments tab.

2. 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.