Skip to content
Workflow guide

Record attendance where billing decisions begin

In many schools, attendance is recorded separately from billing, which creates manual corrections, disputed absences, and unclear invoice totals. Intelligence Cloud keeps attendance and billing decisions connected from the beginning.

Attendance modal with student status, billing treatment, notes, and save attendance action
Start from an approved scheduled lesson.
Mark each student as present or absent while the lesson context is still clear.
Choose the billing treatment before invoice rows are generated.
Quick summary

How attendance connects lessons to invoices

In Intelligence Cloud, attendance is recorded inside the lesson context. The scheduled lesson provides the course, teacher, group, student list, date, and time; the attendance mark records the student result and billing treatment. This lets language schools, tutoring centers, and other lesson-based education centers explain why a lesson was paid, free, discounted, or excluded from billing. The same confirmed attendance data can also support teacher payout calculations when payout rules depend on delivered or confirmed lessons.

When to use this workflow

Use the attendance workflow whenever a lesson outcome must be clear before billing, reporting, or month-end review.

Mark who attended and who missed a completed lesson.
Record whether an absence should be billed as regular or treated as excused.
Review missing attendance marks before invoice generation.
Explain why a student invoice line is paid, free, or discounted.
Keep attendance history available for reports and teacher payout review when enabled.

Example workflow from attendance mark to invoice result

Use this as the basic attendance-based billing workflow. More advanced attendance rules can be documented separately in Product logic articles.

Step 1

Review attendance across the teaching week

The attendance journal shows students, lesson dates, lesson times, and quick status controls in one weekly view. Administrators can see which records are already marked and which lessons may need attention before billing starts.

  • Use the journal to review attendance by student and lesson date.
  • Quick controls help mark common present or absent outcomes.
  • Missing or inconsistent marks can be found before invoices are generated.
Weekly attendance journal showing students, lesson dates, attendance status controls, and missing marks
Step 2

Mark attendance inside the lesson context

Open a lesson to mark each student's result while the course, teacher, lesson time, and student list are still visible. The same screen keeps the basic billing treatment next to the status, so the absence decision is not reconstructed later from notes.

  • Status records whether the student was present or absent.
  • Billing treatment records whether the lesson should be charged as regular or treated as excused.
  • Notes keep the explanation next to the student record.
Attendance modal with student status, billing treatment, notes, and save attendance action
Step 3

Decide billing treatment before invoice generation

The important decision is not only whether a student missed a lesson. The school also needs to know whether that missed lesson should create a charge, be free, or be handled by another enabled workflow. Recording this before invoice generation keeps the invoice explainable.

  • Regular treatment can keep the lesson billable.
  • Excused treatment can make the missed lesson free.
  • Some schools can enable additional treatment options, but the basic workflow works without them.
Step 4

Verify how attendance changed the invoice result

The invoice keeps the connection between the lesson, attendance result, billing treatment, and final amount visible on lesson lines. In this example, attended lessons are paid, while an absent excused lesson is free and creates a 0.00 EUR fee.

Attended lesson -> Paid -> lesson fee included
Absent excused lesson -> Free -> 0.00 EUR
Invoice total = payable lesson fees - discounts + previous balance and other adjustments
Student invoice section showing attended and absent lesson statuses, billing summary, discounts, and final charges
Step 5

Use mobile attendance during daily operations

Administrators can work from the daily mobile view when they need to update attendance during the day. The mobile cards keep the lesson time, course, student, status, and billing treatment close to the action, while updates still follow the same approved schedule and billing rules.

  • Use the mobile view when attendance is updated away from a desk.
  • The status and billing treatment remain tied to the same lesson record.
  • Daily updates reduce month-end reconstruction from chats or paper notes.
Mobile attendance list with lesson cards, student names, status controls, and billing treatment controls

Why attendance should be recorded before billing

Attendance turns the approved scheduled lesson into a billing-ready fact. If the attendance result is missing or unclear, invoice rows, balances, reports, and payout review can become harder to explain.

Scheduled lesson -> attendance result -> billing treatment -> invoice row
Present + regular treatment -> paid lesson line
Absent + excused treatment -> free lesson line
Confirmed attendance can support teacher payout review when payouts are enabled
Core rule

Do not wait until month-end to decide how missed lessons should be charged. Record the attendance result while the lesson context is still fresh.

How attendance logic works

These notes explain why attendance is a billing input, not only a classroom checklist.

Common attendance outcomes

The guide does not list every advanced attendance rule, but the basic outcomes explain how most lesson-based billing decisions start.

  • Present / regular: the lesson is counted and can be billed.
  • Absent / excused: the lesson can be excluded from billing.
  • Absent / chargeable: the lesson can still be billed if school policy requires it.
  • Other treatment options may appear only when the related workflow is enabled.

Attendance status and billing treatment are separate decisions

A student can be absent, but the financial result still depends on the billing treatment selected by the school. Keeping these decisions visible separately makes invoice lines easier to explain.

  • Status answers: was the student present or absent?
  • Billing treatment answers: should this lesson be charged or treated as excused?
  • The invoice can show the resulting paid or free lesson line instead of hiding the reason.

Missing attendance creates billing risk

If attendance is not marked before invoices are prepared, administrators have to reconstruct the lesson outcome from chats, teacher messages, or memory. The journal helps find missing marks earlier.

  • Review the teaching week before invoice generation.
  • Check students with unexpected absent or free lessons.
  • Use notes when a lesson needs explanation later.

Some attendance options depend on enabled workflows

The basic workflow records status, billing treatment, and notes. Additional attendance controls may appear only when the related paid workflow or school option is enabled.

  • Keep the guide focused on the base present, absent, regular, and excused flow.
  • Use enabled options only when your school actually needs that billing rule.
  • Check pricing or available workflows before relying on advanced controls.