---
title: Understanding Billing & Payments in TUIO
description: Learn how billing works in TUIO — including how programs, payment plans, enrollments, invoices, and transactions fit together to automate tuition and fee management.
---

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1. [Support for TUIO Admins](https://support.tuiopay.com/?hsLang=en)
2. [Billing & Payments](https://support.tuiopay.com/billing-payments?hsLang=en)
3. [Overview & Structure](https://support.tuiopay.com/billing-payments?hsLang=en#overview-structure)

October 25, 2025

# Understanding Billing & Payments in TUIO

## A guide to how programs, enrollments, payment plans, invoices, and transactions connect.

### 🧩 How the main billing objects connect

**Programs** are the foundation of your billing structure.  
Each program represents something parents are charged for — such as *Preschool 2024–2025*, *After-School Care*, *Hot Lunch*, or *Field Trip Fees*.

Every **Program** contains one or more **Payment Plans**, which define *when* and *how* families are billed. Payment plans automate invoice creation based on the chosen schedule and pricing.

Before you can enroll students into a program, you’ll need to have them in your TUIO account.  
Students can be **imported in bulk** from a spreadsheet or **created manually** in the **Students** tab. Once students exist, you can create **Enrollments** that link each student — and their parent — to the correct program and payment plan.

From the payment plan, **Invoices** are automatically generated according to the schedule you set.  
Invoices can also be created manually within an existing enrollment if you need to issue a one-off charge — for example, a lost library book or a late pickup fee. This avoids creating an entirely new program and payment plan for a single payment.

Each **Transaction** records the actual movement of funds — whether automatic or manual — including payments, refunds, or failed attempts. Transactions are tracked against invoices to give you complete visibility into account status.

---

### 💡 Example workflow

1. Create a **Program** for *Preschool 2024–2025*.
2. Add a **Payment Plan** with ten monthly payments.
3. Import or add **Students**.
4. Enroll each student into the program and assign the payment plan.
5. TUIO automatically creates monthly **Invoices** for each enrollment.
6. Parents link a payment method to their enrollment, and **Transactions** occur automatically on each due date.
7. If needed, admins can issue manual one-off invoices directly from the enrollment.

---

### 🎓 Beyond tuition: using Programs for extras

Programs aren’t limited to tuition billing.  
Schools also use them for ancillary fees such as *Hot Lunch Programs*, *Field Trips*, or *After-Care*. Each of these can have its own payment plan and reporting.

This flexibility lets your school centralize all forms of billing within TUIO while keeping records neatly organized.

---

### ❤️ About Donations

**Donations** work differently from other payment items.  
They are *optional*, *parent-initiated contributions* that aren’t tied to programs, enrollments, or invoices.  
Because donation amounts are voluntary, they don’t generate invoices or appear as billable events in the system.

---

### Summary

| Object | Purpose |
| --- | --- |
| **Program** | Defines what is being billed (tuition or extras) |
| **Student** | Must exist before enrollment; can be imported or created manually |
| **Enrollment** | Links a student and parent to a program |
| **Payment Plan** | Automates invoice creation |
| **Invoice** | The individual charge parents pay |
| **Transaction** | The actual payment, refund, or adjustment |
| **Donation** | Optional, parent-initiated contribution |

---

✅ **Next step:**  
Create or import your students, then set up your first *Program* and *Payment Plan* to automate your billing workflow in TUIO.

- [Billing & Payments](https://support.tuiopay.com/billing-payments?hsLang=en#main-content)

    - [Overview & Structure](https://support.tuiopay.com/billing-payments?hsLang=en#overview-structure)
    - [Programs & Payment Plans](https://support.tuiopay.com/billing-payments?hsLang=en#programs-payment-plans)
    - [Students & Enrollments](https://support.tuiopay.com/billing-payments?hsLang=en#students-enrollments)
    - [Invoices](https://support.tuiopay.com/billing-payments?hsLang=en#invoices)
    - [Donations & Fundraising](https://support.tuiopay.com/billing-payments?hsLang=en#donations-fundraising)
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