Video walkthrough
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.
An edit may require renewed parent approval depending on the change and the invoice setup. Check the resulting invoice status and any approval instructions shown in TUIO.
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
Create a separate invoice for the new fee so the original refund record stays clear. Do not reopen a refunded invoice solely to add an unrelated charge.
Best Practice Tip
If you’d like to run reports specifically on these fees or make them easier to track in the app, consider creating a dedicated Fee Program. You can then add students to this program and assign fees there for better reporting and searchability.