# 2. Billing & Payment History

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

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## 2. Billing & Payment History

### 2.1 Billing History
**What it does:** Shows the Parent the billing history for the child's subscription: all payments made, the amounts, the dates, and the status. The Parent can view each transaction and download a receipt. This gives the Parent a complete record of their spending on the child's subscription.

**Sub-features:**
- List of all payments made
- Payment amount and date
- Payment status (completed, pending, failed)
- View a transaction detail
- Download a receipt
- Billing history available on web and mobile
- History event logging (viewed, downloaded)
- Audit logging of the billing history

**Parent User Journey:**
1. Parent opens the billing history.
2. The payments made are listed with amounts and dates.
3. The payment status is shown for each.
4. Parent views a transaction detail.
5. Parent downloads a receipt.
6. Parent views the history on the mobile app.
7. Parent opens Profile → "Activity" and confirms the history events are recorded.

**Rules & Edge Cases:**
- The history lists all payments with amount, date, and status.
- A transaction detail opens on tap.
- A receipt can be downloaded.
- History events (viewed, downloaded) are logged with the account and the timestamp.
- The billing history is audit-logged with the account and the timestamp.

### 2.2 Payment Methods
**What it does:** Lets the Parent manage the payment methods for the child's subscription: add, remove, and set a default payment method. The Parent sees the saved payment methods and can update them. This gives the Parent control over how the subscription is paid for.

**Sub-features:**
- Add a payment method
- Remove a payment method
- Set a default payment method
- Saved payment methods list
- Payment method update
- Methods available on web and mobile
- Method event logging (added, removed, set default)
- Audit logging of the payment methods

**Parent User Journey:**
1. Parent opens the payment methods.
2. Parent adds a payment method.
3. Parent sets a default payment method.
4. The saved payment methods are listed.
5. Parent removes a payment method.
6. Parent updates a payment method.
7. Parent opens Profile → "Activity" and confirms the method events are recorded.

**Rules & Edge Cases:**
- The payment methods can be added, removed, and updated.
- A default payment method is set.
- The saved methods are listed.
- Method events (added, removed, set default) are logged with the account and the timestamp.
- The payment methods is audit-logged with the account and the timestamp.

### 2.3 Invoices and Receipts
**What it does:** Provides the Parent with invoices and receipts for the child's subscription payments. The Parent can view, download, and email invoices. The invoices are retained for a platform-defined period. This gives the Parent the documentation they need for their records.

**Sub-features:**
- List of invoices
- View an invoice
- Download an invoice
- Email an invoice
- Invoices retained for a platform-defined period
- Invoices available on web and mobile
- Invoice event logging (viewed, downloaded, emailed)
- Audit logging of the invoices and receipts

**Parent User Journey:**
1. Parent opens the invoices.
2. The invoices are listed.
3. Parent views an invoice.
4. Parent downloads an invoice.
5. Parent emails an invoice.
6. The invoices are retained for the platform-defined period.
7. Parent opens Profile → "Activity" and confirms the invoice events are recorded.

**Rules & Edge Cases:**
- The invoices are listed and viewable.
- An invoice can be downloaded and emailed.
- The invoices are retained for the platform-defined period.
- Invoice events (viewed, downloaded, emailed) are logged with the account and the timestamp.
- The invoices and receipts is audit-logged with the account and the timestamp.