How to Add a Fee to an Invoice

Further Reading

With many features in TUIO, there are often multiple ways to accomplish the same task. This article outlines best practices for assigning fees to a student’s invoice, depending on its status.

Adding a Fee

You may need to add fees to a student invoice for a variety of reasons—for example, a late payment charge or an aftercare late pickup fee. TUIO makes it easy to apply these adjustments.

1. Fees on Pending Payment / Payment Failed / Pending Approval invoices

For invoices in these statuses, you can add the fee directly:

• Open the invoice and use the Edit feature.

• Update the Line item detail to specify the added fee.

• Adjust the Price to include the fee.

After editing, the parent will receive a notice of "Pending Approval” email with a link to review and approve the changes before making payment.

2. Fees on Paid / Pending Payment - Payment in Progress invoices

For invoices in these statuses, you cannot edit the amount directly. Instead:

• Use the Add Invoice feature.

  • Create a new invoice for the fee within the same payment plan as the original invoice.

3. Fees on Refunded invoices

Refunded invoices must first be made payable again in order to use the Edit feature and add a fee.

Best Practice Tip