This video walks you through the key points — it’s the best way to understand everything in just a couple of minutes.
Further Reading
TUIO provides flexibility when correcting billing for a student’s account. You can issue partial refunds or apply a credit to an invoice, depending on the situation.
Crediting an Invoice with a Custom Discount
If a student has been overcharged, the recommended method is to apply a custom discount. This ensures the invoice clearly shows an itemized breakdown of how the total was calculated.
Example:
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Monthly Fee – $900
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Discount: Credit – $450
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Invoice Total – $450
Steps to Apply a Credit
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Go to the student’s Enrollment and open the Invoices tab.
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Find the invoice that requires a credit.
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Click the 3-dot menu next to the invoice.
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Select Edit.
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Under the Discount section:
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Enter a descriptive Discount name for the credit (e.g., Tuition Adjustment or Late Pickup Credit).
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Enter the credit amount.
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Save the changes.