Understanding Billing & Payments in TUIO

🧩 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

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