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Intelligence Cloud
Workflow guide

Record lesson attendance

Record attendance, choose how the lesson affects billing, and verify the result on the invoice.

Attendance editor showing student status and billing treatment controls

See attendance and billing in action

Watch how to mark attendance for a lesson and review the resulting invoice.

Attendance and lesson billing

Update attendance and check the invoice

Publishing a schedule creates the initial lesson charges. Follow the same student and lesson through these steps. You can also open attendance from a lesson in Schedule.

Step 1

Open the lesson in Attendance

Choose Attendance in the sidebar. Find the lesson by its date and student, then select its cell to open the attendance editor. The editor shows the lesson and the students attached to it.

Attendance journal in English with lesson dates, students, and attendance marks
Step 2

Mark attendance and choose how the lesson is billed

Choose P (Present) or A (Absent) in Status. For billing, select how the lesson should be handled:

  • R / Regular: charge the lesson as usual.
  • E / Excused: do not charge the lesson. This option appears only when enabled for your company.
  • T / Transfer: mark the absence as a transfer. Whether it is charged now depends on your company’s transfer billing strategy; this option appears only when enabled.
  • Apply discount: include or exclude this lesson from the discount calculation base. This checkbox does not grant a discount; it is available when discount controls are enabled.
  • Attendance and billing treatment are independent: P + E is valid when an attended lesson should not be charged.
Attendance editor showing student status and billing treatment controls
Step 3

Save the attendance marks

Select Save attendance at the bottom of the editor. The editor closes after the changes are saved. If saving fails, it stays open so you can try again.

Step 4

Review the updated invoice balance

Open Finance → Invoices and select the same student’s invoice. Find the row for the lesson you updated, matching its date and group. Check the amount and whether the lesson was included in a discount calculation, then review the invoice balance. A transfer’s charge follows the company’s transfer billing strategy.

Opening balance + lesson charges − discounts − payments + adjustments = ending balance
The updated lesson row on the student’s invoice

How attendance marks affect charges

R charges the lesson, E waives the charge, and T follows the company’s transfer billing strategy. These options are available according to company features.

P / A → records attendance
R / E / T → regular charge / excused absence / transfer
Lesson inclusion in discount calculation

Apply discount controls whether an eligible lesson participates in the discount calculation base. It does not assign a discount by itself.

E, T, and Apply discount depend on the company’s enabled features. If the discount checkbox is unavailable, eligible lessons are included in discount calculation by default. See available plans and features.

Related workflow guides

Continue with the connected guides when you need the next part of the workflow.

Review student invoicesSee lesson charges, discounts, payments, and the remaining balance.