How to Issue an Invoice

This article explains how to issue an invoice in e-Schooling, even for entities that are not yet associated with students or guardians. The process includes creating the entity, configuring the item, and issuing the invoice.

1. Create the Entity

Before issuing an invoice, the entity must exist in the system:

            Go to Community > All

Click on Create new entity

Fill in the required fields:

• Name
• Gender
• Identification document (e.g., Tax ID)

Click Save

It is not necessary to associate the entity with a specific group (such as Students or Guardians) to issue the invoice.

2.    Issue the Invoice

There are two ways to issue an invoice:

Via the entity’s account statement

Access the entity’s profile and go to the Account Statement section

Click on Document to Add Invoice

Fill in the details:

• Financial series
• Date
• Item (e.g., Enrollment)
• Quantity (e.g., number of students)
• Discounts (if applicable)

Click Save

A new page will open with the invoice details and the Invoice Lines section.

Click on "+" to add a line  

Select the item (e.g., Enrollment 25/26)

The price and unit value will be automatically filled based on the item configuration.

Adjust the quantity if needed 

Apply discounts if applicable

Click Save to finalize the line

Via the Financial menu

Go to Financial > Documents > Invoices

Click on "+"

Select the entity

Follow the same steps as described above:

• Select the item
• Automatic filling of price and unit value
• Adjust quantity
• Apply discounts if needed

Click Save to finalize each line.

To issue an invoice in e-Schooling, simply ensure the entity is created with the minimum required data and that the item is properly configured. The process can be completed either through the account statement or the financial menu, depending on what is most convenient.