# 1. Invoices & Payment History

User Type: **Training Institute**
Source: *Mi Digital Academy - Education CRM Features Document*

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## 1. Invoices & Payment History

### 1.1 Invoice List & Details
**What it does:** Shows the Training Institute its invoices: all invoices with the date, amount, status, and period. The Institute opens an invoice to see the line items, the tax, and the total. This is the central view of the institute's billing documents.

**Sub-features:**
- Invoice list
- Date, amount, status, and period per invoice
- Invoice line items
- Tax and total shown
- Filter by status or period
- Invoices paginated
- Invoices available on web and mobile
- Invoices event logging (viewed)
- Audit logging of the invoice list and details

**Training Institute User Journey:**
1. Training Institute opens the invoice list.
2. The invoice list is shown.
3. The date, amount, status, and period are shown per invoice.
4. Training Institute opens an invoice to see the line items.
5. The tax and total are shown.
6. Training Institute filters by status or period.
7. Training Institute opens Profile → "Activity" and confirms the invoices events are recorded.

**Rules & Edge Cases:**
- The invoices are filterable by status or period.
- The line items break down the charges.
- Invoices events (viewed) are logged with the account and the timestamp.
- The invoice list and details is audit-logged with the account and the timestamp.

### 1.2 Invoice Download & Sharing
**What it does:** Lets the Training Institute download and share invoices: the Institute downloads an invoice as a document or shares it by link with the organization's finance team. The download includes the full invoice details. This supports the institute's accounting workflow.

**Sub-features:**
- Download an invoice
- Invoice document format
- Share an invoice by link
- Link access controlled
- Download includes full details
- Download history shown
- Download available on web and mobile
- Download event logging (downloaded, shared)
- Audit logging of the invoice download and sharing

**Training Institute User Journey:**
1. Training Institute opens an invoice.
2. Training Institute downloads the invoice.
3. The invoice document format is provided.
4. Training Institute shares the invoice by link.
5. The link access is controlled.
6. The download includes the full details.
7. Training Institute opens Profile → "Activity" and confirms the download events are recorded.

**Rules & Edge Cases:**
- The share link access is controlled and expirable.
- The download includes the full invoice details.
- Download events (downloaded, shared) are logged with the account and the timestamp.
- The invoice download and sharing is audit-logged with the account and the timestamp.

### 1.3 Payment History
**What it does:** Shows the Training Institute its payment history: all payments with the date, amount, method, and status. The Institute can filter by period and view a payment's details. This gives the Institute a record of all transactions.

**Sub-features:**
- Payment history list
- Date, amount, method, and status per payment
- Filter by period
- Payment details view
- History paginated
- Export the history
- History available on web and mobile
- History event logging (viewed, exported)
- Audit logging of the payment history

**Training Institute User Journey:**
1. Training Institute opens the payment history.
2. The payment history list is shown.
3. The date, amount, method, and status are shown per payment.
4. Training Institute filters by period.
5. Training Institute views a payment's details.
6. Training Institute exports the history.
7. Training Institute opens Profile → "Activity" and confirms the history events are recorded.

**Rules & Edge Cases:**
- The history is filterable by period.
- The history can be exported.
- History events (viewed, exported) are logged with the account and the timestamp.
- The payment history is audit-logged with the account and the timestamp.