🆕TUIO 3.24.0 – What’s New

📧 General Improvements

• Receipt transaction ordering updated to sort first by Program name, then by transaction date.

• EIN / Tax numbers standardized across invoices and receipts.

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👨‍👩‍👧 Parent Experience

• Credit card address fields now display correctly in the parent portal.

• Tags are no longer visible to parents.

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🏫 Organization Experience

Major Feature: Parent Credits

Organizations can now add credits directly to parent profiles for use on future invoices.

Adding & Managing Credits

• Credits can be added for parents with active TUIO accounts.

• Requires Payment Method: Write permission (or higher).

• Multiple credits may be added; a credit can be split across several invoices.

• Credits are found under Parent Profile › Credits.

• Credits are not transferable between organizations.

Credit States

• Applied — when linked to an unpaid invoice

• Added — once the related invoice has been paid

Applying Credits to Invoices

• Requires Invoice & Transaction: Write permission.

• Credits can be applied from the Invoice details › Credits.

• Credits are applied after tax and before fees, similar to cash/check behavior.

• Credit use cannot exceed:

  • Parent’s remaining credit balance, or

  • Invoice balance (price – discounts + tax – other credits)

Editing & Removing Credits

• Credit totals can be edited (but never below the total already applied).

• Credits cannot be deleted once used on a paid invoice.

• Credits may be removed from unpaid invoices and returned to the parent.

Payment & Refund Behaviour

• Invoices can be fully paid using credits (standard cash/check fees may apply).

• Invoices paid entirely by credit are marked Paid by Credit.

• When refunding:

  • Only the credit-paid portion can be refunded back to the parent’s credit.

  • Card/bank/cash refunds apply only to their respective payment portions.

  • Credits from unpaid invoices can be removed, automatically refunding to the parent.

Invoices & Transactions — New Columns and Filters

Invoices Page Enhancements

New columns:

• Created

• Modified (reflects the last accounting-impacting change)

• Paid

New filters:

• Created date (from/to)

• Last modified date (from/to)

• Issued date (from/to)

Invoice Issued Date is now included in Custom Exports.

Transactions Page Enhancements

New columns:

• Completed

• Deposited

• Created (formerly “Transaction Date”)

New filters:

• Completed date (from/to)

• Deposited date (from/to)

Custom Accounting Export updates

• “Transaction Date” → Transaction Created Date

• Added Transaction Completed Date (column + filter)

• Added Transaction Deposited Date (column)

Other updates:

• GL Account update system received general fixes and optimizations.

• Fixed issue causing organization admins to receive too many overdue notification emails.

• Updated additional export cases to now see deposit-related details included in transaction info.

• Mark as Paid interface refined:

  • Supports bulk manual processing of invoices using their assigned payment methods.

  • Processing many invoices at once may take time — selecting fewer is recommended.

• Overdue stats on Parent Profiles now correctly include Returned and Chargeback invoices.

• Donations are no longer incorrectly included on the Invoices export.

• Invoice Balance is now shown clearly on Invoice Details.

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Need Help?

If you have questions about this release or notice unexpected behavior, please contact support@tuiopay.com.