How to Add a Line Item to an Invoice

IMPORTANT! In the coming months, we will be phasing out this version of the Tuition Management module. If you are looking for how to work with Contracts in the next generation of the Tuition Management module (which is where all 2023-2024 Contracts were built and sent from), go to the Tuition Management section of our Help Center.

1. Go to Favorites > Families. Select and Edit the appropriate family. 
   
2. From the Edit Family screen, select and Edit the correct invoice.
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3. Click the Line Items tab > click the New button.
   
   
   
4. This will take you to the New Line Item screen where you will be able to add information about the line item, including:
   
   • Description - This will appear as the line item title so make sure it is appropriate for the new line item.
   • Accounting Item - Select the correct accounting item for your line item type. This will include Tuition, Fees, Discounts, Invoice Adjustment, and more.
   • Accounting Class (optional) - If your school uses accounting classes you will want to select the correct one from the Accounting Class drop-down menu.
   • Quantity - Enter the number of this line items you are adding. It will default to '1.'
   • Rate - Enter the correct rate, or amount, that you want this line item to be. Add a positive number for a charge and use a negative number for a discount/lower amount.
   • Payment Schedule Type - This option allows you to select from 'Spread Over Schedule,' 'Apply on Specific Date,' or 'Copy Payment Schedule From Another Source' to indicate how this line item will be added to their payment schedule.
     • The option you select here will affect how the new charge or discount you are applying will affect the users current payment schedule and will default to whatever 'today's' date is. You may need to alter that to an older date before any overdue charges the parents might have. Once you make a selection you will see a positive or negative amount (negative is in parenthesis) amount added to the Adding column. Previously paid amounts will not be altered by this selection. 
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