# 4. Invoicing

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

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## 4. Invoicing

### 4.1 Generate Invoices and Receipts
**What it does:** Generates the invoices and the receipts: the invoices (the invoice, the items, the amount, the date) and the receipts (the receipt, the payment, the amount, the date) are generated, so the payments are documented (the invoice is the proof). The Super Administrator generates the invoices and receipts (the invoice, the items, the amount, the date) so the generation is structured and the documents are explicit.

**Sub-features:**
- Invoice generation: the generation (the invoice, the items, the amount, the date)
- Receipt generation: the generation (the receipt, the payment, the amount, the date)
- Invoice detail: the detail (the invoice, the items, the amount, the tax, the total)
- Receipt detail: the detail (the receipt, the payment, the amount, the method, the date)
- Invoice numbering: the numbering (the invoice number, the sequence)
- Invoice record: the record (the invoice, the items, the amount, the date)
- Audit logging of the invoice and receipt generation

**Super Administrator User Journey:**
1. Super Admin generates the invoice: the invoice (the invoice, the user, the items, the amount, the date); the invoice is explicit.
2. Sets the invoice detail: the detail (the invoice, the items, the amount, the tax, the total); the detail is the content.
3. Sets the invoice numbering: the numbering (the invoice number, the sequence); the numbering is the identifier.
4. Saves; the invoice is generated, and the invoice is available (the invoice is sent to the user).
5. Generates the receipt: the receipt (the receipt, the payment, the amount, the method, the date); the receipt is explicit.
6. Sets the receipt detail: the detail (the receipt, the payment, the amount, the method, the date); the detail is the content.
7. The invoice and the receipt are recorded: the record (the invoice, the items, the amount, the date); the record is the proof.
8. The invoice and receipt generation are audit-logged with the invoice, the amount, and the timestamp.

**Rules & Edge Cases:**
- The invoice generation is the document (the invoice, the items, the amount, the date); the generation is the creation.
- The receipt generation is the proof (the receipt, the payment, the amount, the date); the generation is the creation.
- The invoice detail is the content (the invoice, the items, the amount, the tax, the total); the detail is the structure.
- The invoice numbering is the identifier (the invoice number, the sequence); the numbering is the reference.
- The invoices and receipts are visible (the invoices, the receipts, the amounts, the dates); the generation is managed.
- Invoice and receipt generation are audit-logged with the invoice, amount, and timestamp.

### 4.2 Invoice History and Retrieval
**What it does:** Manages the invoice history and retrieval: the history of the invoices (the invoice, the date, the amount, the status) is maintained, and the invoices are retrievable (the invoice is found by the user, the date, the amount), so the invoices are accessible (the history is the record). The Super Administrator views and retrieves the invoices (the filters, the period, the search) so the retrieval is structured and the history is explicit.

**Sub-features:**
- Invoice history: the history (the invoices, the dates, the amounts, the statuses)
- Invoice retrieval: the retrieval (the invoice is found by the user, the date, the amount)
- Invoice filter: the filter (the filter by the user, the date, the amount, the status)
- Invoice search: the search (the search by the invoice number, the user)
- Invoice download: the download (the invoice is downloaded, the format)
- Invoice record: the record (the invoice, the date, the amount, the status)
- Audit logging of the invoice retrieval

**Super Administrator User Journey:**
1. Super Admin views the invoice history: the invoices (the invoice, the user, the date, the amount, the status), the filters (the user, the date, the amount, the status), and the period (the period of the invoices); the history is explicit.
2. Sets the invoice filter: the filter (the filter by the user, the date, the amount, the status); the filter is the scope.
3. Retrieves an invoice: the retrieval (the invoice is found by the user, the date, the amount); the retrieval is the lookup.
4. Searches an invoice: the search (the search by the invoice number, the user); the search is the lookup.
5. Downloads an invoice: the download (the invoice is downloaded, the format); the download is the export.
6. The invoices are visible: the invoices, the filters, the period, so the history is complete.
7. Exports the invoice history (the history report, the period); the export is the record.
8. The invoice retrieval is audit-logged with the invoice, the filter, and the timestamp.

**Rules & Edge Cases:**
- The invoice history is the record (the invoices, the dates, the amounts, the statuses); the history is the timeline.
- The invoice retrieval is the access (the invoice is found by the user, the date, the amount); the retrieval is the lookup.
- The invoice filter is the scope (the filter by the user, the date, the amount, the status); the filter is the control.
- The invoice search is the lookup (the search by the invoice number, the user); the search is the access.
- The invoices are visible (the invoices, the filters, the period); the retrieval is managed.
- Invoice retrieval is audit-logged with the invoice, filter, and timestamp.

### 4.3 Branded Invoices for Institutes
**What it does:** Generates the branded invoices for the institutes: the invoices for the institutes (the invoice, the institute's branding, the items, the amount) are generated with the institute's branding (the logo, the colors, the name), so the invoices are branded (the branding is the identity). The Super Administrator configures the branded invoices (the institute, the branding, the invoice) so the branding is structured and the invoices are explicit.

**Sub-features:**
- Institute branding: the branding (the institute's branding, the logo, the colors, the name)
- Branded invoice: the invoice (the invoice, the branding, the items, the amount)
- Branding configuration: the configuration (the institute, the branding, the invoice)
- Invoice generation: the generation (the invoice is generated with the branding)
- Invoice record: the record (the invoice, the branding, the items, the amount, the date)
- Invoice view: the view (the invoices, the institutes, the period)
- Audit logging of the branded invoice generation

**Super Administrator User Journey:**
1. Super Admin configures the branded invoice: the institute (the institute, the name), the branding (the institute's branding, the logo, the colors, the name), and the invoice (the invoice, the items, the amount); the branded invoice is explicit.
2. Sets the institute branding: the branding (the institute's branding, the logo, the colors, the name); the branding is the identity.
3. Sets the branded invoice: the invoice (the invoice, the branding, the items, the amount); the invoice is the document.
4. Saves; the branded invoice is live, and the invoices are generated with the branding.
5. An invoice is generated for the institute; the branding is applied (the logo, the colors, the name are on the invoice); the invoice is recorded.
6. The institute receives the branded invoice: the invoice (the branding, the items, the amount); the invoice is the proof.
7. For a branding change (the logo, the colors, the name updated), Super Admin changes the branding (the new logo, the new colors, the new name, the time); the change is recorded.
8. The branded invoice generation is audit-logged with the institute, the branding, and the timestamp.

**Rules & Edge Cases:**
- The institute branding is the identity (the institute's branding, the logo, the colors, the name); the branding is the mark.
- The branded invoice is the document (the invoice, the branding, the items, the amount); the invoice is the proof.
- The branding configuration is the control (the institute, the branding, the invoice); the configuration is the setup.
- A branding change (the logo, the colors, the name updated) is recorded (the new logo, the new colors, the new name, the time); it is auditable.
- The branded invoices are visible (the invoices, the institutes, the period); the generation is managed.
- Branded invoice generation is audit-logged with the institute, branding, and timestamp.