How the school workflow connects from prices to reports
Use this gateway to understand what each area controls, what must be configured, and how it affects invoices, balances, teacher payouts, and reports.
One operational chain, not separate admin tasks
Each workflow area produces records that the next area can reuse. Prices shape invoice lines, scheduled lessons create attendance context, attendance affects billing, payments explain balances, and reports reuse the same source data.
- Course pricing
- Student discounts
- Scheduling workflow
- Attendance tracking
- Student invoices
- Student payments & balances
- Teacher payouts
- School reports
Product manuals for common tasks
Step-by-step setup and operating instructions that extend the connected workflow guides.
How to Add Employees and Teachers and Manage Access
Add employees or teachers to Intelligence Cloud, assign the right access, and manage invitations without exposing unrelated school data.
How to Invite Students to the Student Portal and Manage Access
Step-by-step instructions for inviting a student, checking activation, resending an invitation, deactivating access, and inviting the student again.
How to Use Your Student Portal
Step-by-step instructions for signing in and reviewing lessons, attendance, sent invoices, payment history, groups, discounts, and profile details.
How to Configure Email Templates for Your School
Step-by-step instructions for customizing student invoice emails, teacher payout calculations, student portal invitations, and staff access invitations in Intelligence Cloud.
How to Give a Teacher Access to the School System
Connect an existing teacher profile to a restricted staff account, send the invitation, and manage activation, blocking, and removal.
How Teachers Review Lessons, Mark Attendance, and Check Payouts
Sign in with a teacher account, review the personal schedule, record lesson attendance, and check calculated teacher payouts.
How to check student charges and payments before going live
Check course prices, attendance, discounts, previous balances and payments against one student's invoice before starting live billing.
How to send student invoices by email
Check the amount, recipient and payment instructions, send the invoice PDF and find the result in delivery history.
How payment details profiles work
Learn how Intelligence Cloud uses payment details profiles so different students can receive different payment instructions in invoice emails and PDFs.
How to configure company settings
Set the school name, country, currency, time zone, date format, invoice due dates, and payment instructions before daily work begins.
Course pricing
Base lesson prices and effective dates used before discounts and invoices are calculated.
Student discounts
Percentage and fixed-amount discounts assigned to students or groups and applied to invoices.
Scheduling workflow
Lesson records that connect teachers, groups, rooms, attendance, billing, and reports.
Attendance tracking
Lesson outcomes that explain absences, transfers, student charges, and reports.
Student invoices
Charges, discounts, lesson lines, and invoice totals students can understand.
Student payments & balances
Student payments, previous debt, overpayments, and balances after invoices are issued.
Teacher payouts
Completed lessons, rates, cancellations, and payout statements.
School reports
Revenue, debt, group profitability, attendance risks, and teacher payout data.
What to check after each step
Each section explains the setup, the operational action, and the result you should verify before moving to the next part of the workflow.