Trường Số · Product Requirements · 09/2026

PRD 05 · Tuition and finance

Fee plans and session packages, invoices and receipts, cash and bank payments with SePay reconciliation, discounts and vouchers, debt aging, refunds and credit notes, expenses, e-invoice hook and revenue reports. Reuses the existing Tuition, GroupInvoice, Course, bank account and company objects.

Key facts, origin and limits

Status: Draft v1
Owner module: Tài chính
Backend: EXISTING Tuition/GroupInvoice/SePay · NEW fee plans, packages, vouchers, refunds, expenses, e-invoice
Phase: P1 core · P2 vouchers, refunds, expenses, e-invoice
Depends on: 02 Students, 03 Classes, 04 Attendance

Drafted by an AI assistant in a single session on 10/09/2026, from the original request quoted verbatim on the hub page; the Proposed design section was added on 16/09/2026. A proposal for team discussion, not a decision of the product team.

Sources

Public competitor research (PSE ONE, pse4.one), the center-crm-frontend codebase and the staging /v3 OpenAPI specification (182 paths), as of 10/09/2026.
The existing / extend / new tags on this page come from a comparison with the staging /v3 specification at that date.

Limits

Verification pending in-app survey, because automated login to the reference product was not authorised in the drafting session:
- Competitor's tuition flow "đăng ký gói học, nộp tiền, đặt lịch" and "chốt số buổi còn": how packages and remaining sessions are modelled.
- Receipt (phiếu thu) and expense (phiếu chi) fields, numbering and categories.
- Voucher fields: percent vs amount, single vs multi use, scope.
- Whether they auto-match bank transfers or only record manually.
- How "công nợ" is presented (per student, per invoice) and whether aging exists.
- Whether e-invoice integration exists and with which provider.

Proposed design

Seven screens on the shared School OS frame: the invoice list with KPIs and aging, the invoice form as a drawer, invoice detail with the payments table, the payment dialog with SePay reconciliation, debt by aging bucket, the cash book with expenses, and fee plan settings. The point to notice: every money exception (a discount over the role limit, an expense over the threshold, an overdue balance) surfaces as a Chờ duyệt state or a red chip right in the list, never only in the detail.

Invoice drawer — The drawer opens over the list with two lines: a session package (VAT 0%) and the plan's default material (VAT 5%). The admissions consultant entered a 15% discount above the 10% role limit, so the field shows an error and the warning callout states the invoice will be created in Chờ duyệt (FIN-02, rule 6); the voucher is validated and stacks only when marked stackable (rule 7). The footer computes subtotal, discount, voucher, VAT and total per rule 1 and the primary button becomes "Tạo và gửi duyệt".

Invoice detail — Header with code, student, status chip and the four figures total, paid, remaining, due. The payments table carries branch-and-month receipt numbers (rule 3); the bank transfer shows a SePay id with cashier "Tự động" (FIN-05), the cash payment shows its cashier; credit notes are empty (FIN-08), then the reminder log; the rail holds instalments, the not-yet-issued e-invoice block (FIN-11) and the audit log (rule 11). Void is unavailable because payments exist.

Payment dialog — The payment dialog over the invoice detail: the top callout says the SePay transaction matched by payment code and was de-duplicated (FIN-05, the webhook-retry edge case); 2.000.000 ₫ is below the remaining amount so it is recorded as a partial payment and overpayment is blocked (rule 2); the date defaults to now and cannot be in the future; the Zalo receipt toggle (FIN-04) and the receipt number to be issued are shown before confirming.

Debt list by aging — Five summary tiles per aging bucket 0–7, 8–30, 31–60 and over 60 days (FIN-06), the last one flagged as priority. The per-student table has guardian phone, invoice count, total due, oldest due date, bucket, last reminder, promise date and care owner; three students are selected for a bulk reminder with a template, and row actions are Thu tiền, Gửi nhắc and a menu with Ghi cuộc gọi and Kế hoạch trả.

Cash book filtered to expenses — The cash book filtered to Loại: Chi by expense category; the tiles show the cash drawer balance, the SePay bank account, total expenses under the filter and the pending approval. The 25.000.000 ₫ rent expense exceeds the 5.000.000 ₫ threshold so it sits in Chờ duyệt (FIN-10, rule 9); the refund appears as an expense linked to a credit note (FIN-08). The Chưa đối soát tab counts three unmatched SePay transactions and Chốt quỹ ngày locks the day's entries (rule 10).

Fee plan settings — Plans grouped by course across the four plan types (one-time, monthly, session package, material line); a deactivated plan stays on old invoices (FIN-01). The edit drawer covers type, price, sessions, validity months, instalments, VAT, default materials and the active toggle, with a note on the tenant setting for when sessions are credited (rule 4).

1Purpose

Centers sell learning in three shapes: a course paid once (or in instalments), a monthly fee, or a package of N sessions consumed by attendance. They collect by bank transfer with a QR, by cash at the desk, and sometimes by card. They need a receipt the parent trusts, a debt list the desk can act on, and a monthly picture of revenue, collections and expenses per branch. The backend already has a Tuition object with cost, discount, VAT, payment status, transactions (cash and bank transfer) and SePay-verified bank accounts, a group invoice for bulk monthly billing, a legal company profile and payment QR generation. This PRD fills in fee plans, session packages with balance, partial payments and receipts numbering, vouchers, refunds, expenses and the e-invoice hook.

In scope

Fee plans per course: one-time, instalments, monthly, session package; materials as line items.
Invoice (tuition) creation single and bulk; discounts with approval; vouchers.
Payments: cash, bank transfer (SePay auto-match), card/POS manual; partial payments; receipts with numbering and PDF; payment QR.
Session package balance, expiry, top-up, transfer, freeze on pause.
Debt list and aging, reminders (PRD 07), payment plans.
Refunds and credit notes; expenses (phiếu chi) with categories; cash book.
E-invoice hook to a Vietnamese provider (interface only in P1).
Revenue, collection, deferred revenue reports.

Out of scope

General ledger, VAT filing, payroll accounting (export only).
Card acquiring integration; POS payments are recorded manually.
Commission to sales staff.

2What exists today

Object / endpoint	Fields and behaviour	Reuse
`Tuition` (`/v3/teacher/school-finance/tuitions`)	student, class_id, course, title, description, note, cost, amount, discount_pct, vat_pct, payment_status UNPAID\|PAID, overdue, notification_status, paid_amount, payment_code, bank_account_id, due_date, paid_at, teacher; detail adds bank_account, qr_url, transactions[]	The invoice. Extend with fee_plan, line items, status PARTIAL, receipts
`POST .../tuitions` (`CreateTuitionRequest`)	students[{student_id, cost, amount, discount_pct, note}], class_id, course_id, title, description, vat_pct, bank_account_id, due_date	Bulk create per class; keep
`POST .../tuitions/{id}/pay` (`PayTuitionRequest`)	amount, method CASH\|BANK_TRANSFER, note → TuitionTransaction (sepay_transaction_id when matched)	The payment; extend with method CARD, receipt number, cashier
`GroupInvoice`	title, course_id, classes[], totals, notify_app/zalo/email	Monthly billing run
`tuitions/stats`, `classes/{id}/students/tuitions` (month groups), `students/{id}/tuitions`, `students/{id}/stats`	totals, per class, per student	Reports and profile
`tuitions/{id}/notify`, `tuitions/notify` (batch)	channels app, email, zalo with per-channel outcome and skip reason	Reminders
`SchoolBankAccount`, `link-token`, manual accounts	SePay connection or manual; active flag	Receiving accounts per branch
`SchoolCompany`	legal_name, type ENTERPRISE\|INDIVIDUAL, tax_id or citizen_id, address, issued info, sepay_company_xid	Issuer for receipts and e-invoices
`POST /v3/payment/qr`	account, bank id, amount, add_info → QR	Payment QR with payment_code
`Course`	price, pricing_method ONE_TIME\|MONTHLY, split_payment_count	Base of fee plans
`/v3/parent/tuitions`, `/overview`	guardian view of invoices per child	Parent portal
CRM `packages`, `customers/{id}/packages`	sales catalog and expected amount on a lead	Pre-sale only; not the fee plan

3Concepts and fee plan types

Fee plan type	VI	Billing	Balance	Example
`one_time`	Trọn khoá	One invoice at enrollment; optional instalments (n parts with due dates)	none; access ends at class end	Movers 2 · 48 buổi · 9,600,000
`monthly`	Theo tháng	Invoice each month via billing run (GroupInvoice), prorated first month by sessions	none	1,200,000 / tháng
`session_package`	Gói buổi	Invoice at purchase; sessions credited to student balance with expiry	sessions_remaining	Gói 24 buổi · 6,000,000 · hạn 6 tháng
`material`	Tài liệu / phí khác	Line item on any invoice (books, uniform, exam fee)	none	Sách Family and Friends 2 · 180,000

An invoice (existing Tuition) has line items, a discount, VAT, a due date, a payment status unpaid | partial | paid | void and payments. A receipt (phiếu thu) is issued per payment with a sequential number per branch. A credit note reverses part of an invoice; a refund is a payment out linked to a credit note. An expense (phiếu chi) is a payment out not linked to a student. The cash book lists all payments in and out by account (cash drawer or bank account).

4User stories and acceptance criteria

FIN-01Define fee plans on a course

As an accountant I set how a course is sold.

Given a course
When I add fee plans (type, name, price, sessions, validity months, instalments, VAT rate, default materials)
Then plans appear in the conversion wizard and the enrollment form; a course may have several plans; deactivated plans stay on old invoices.

FIN-02Create an invoice for a student

As a front desk or accountant I bill a student.

Given a student and permission finance.invoice.create
When I choose fee plan or free lines, quantity, discount (percent or amount, reason), voucher, due date, receiving bank account
Then an invoice is created (existing Tuition create) with lines, totals, VAT, payment_code and QR; discount above the user's limit sets status pending_approval and notifies the branch manager; a session package plan credits sessions on full payment (or on creation if tenant setting "cấp buổi khi tạo hoá đơn").

FIN-03Bulk monthly billing

As an accountant I bill all monthly students in one run.

Given classes with monthly fee plans
When I run "Lập hoá đơn tháng 10" for selected classes
Then a GroupInvoice is created with one Tuition per active enrollment, prorated for students starting mid-month by sessions remaining over sessions in month, skipping students paused for the whole month, with a preview table before commit and notifications per chosen channel.

FIN-04Record a cash payment and issue a receipt

As a cashier I take cash at the desk.

Given an unpaid or partial invoice
When I record amount, method Tiền mặt, payer name
Then a payment is created (existing pay endpoint, extended), the receipt number PT-<branch>-YYYYMM-#### is assigned, a PDF receipt is generated with company legal info, and the guardian receives it by Zalo if consented; the invoice becomes partial or paid.

FIN-05Bank transfer auto-matched

As an accountant I do not type bank transfers.

Given a SePay-linked account and an invoice with payment_code in the QR
When the transfer arrives with the code in the description
Then the payment is created automatically with sepay_transaction_id, receipt issued, guardian notified; transfers without a matching code land in "Chưa đối soát" for manual matching to an invoice or student credit; partial amounts are accepted as partial payments.

FIN-06Debt list and reminders

As a desk staff I chase overdue invoices.

Given invoices past due date
When I open Công nợ
Then I see students with balance due, aging buckets (0–7, 8–30, 31–60, >60 days), last reminder date, promise-to-pay date; I can send reminders in bulk (existing batch notify) with a template, log a call, or set a payment plan (split into dated parts).

FIN-07Session balance consumption

As a student's balance owner the system counts sessions.

Given a student with 24 credited sessions
When attendance marks present, late or absent (per policy)
Then the balance decrements FIFO across packages by expiry; at 3 remaining the guardian and desk are notified "Sắp hết buổi"; at 0 the student appears in "Hết buổi" and the roster shows a red chip; a pause freezes expiry.

FIN-08Refund on withdrawal

As an accountant I refund unused value.

Given a withdrawn student with remaining sessions or unused months
When I create a credit note (auto-calculated proposal: unused sessions × unit price minus admin fee per policy, editable with reason) and a refund payment (cash or bank)
Then the invoice shows the credit, the refund appears in the cash book as payment out, the balance is zeroed, and approval by branch manager is required above the tenant threshold.

FIN-09Vouchers

As a marketing owner I issue promotional codes.

Given a voucher group
When I create codes (single-use or multi-use, percent or amount, min amount, applicable courses, branches, valid dates, max uses)
Then codes can be applied on invoice creation with validation and usage tracked per student.

FIN-10Expenses and cash book

As an accountant I record outgoing money.

Given permission finance.expense.create
When I create an expense with category, amount, payee, account (cash drawer or bank), date, attachment
Then it appears in the cash book; expenses above threshold need approval; the daily cash close compares drawer balance with recorded cash.

FIN-11E-invoice

As an accountant I issue a legal e-invoice for a paid invoice when the parent asks.

Given a paid invoice and a configured provider (adapter interface; first provider selected in P2)
When I click Xuất hoá đơn điện tử and enter buyer details
Then the request is sent to the provider, the returned invoice number and lookup code are stored on the invoice, and the PDF link is available; failures are shown with the provider message and retry.

FIN-12Reports

As an owner I read the money.

Given a period and branch
When I open Báo cáo tài chính
Then I see billed, collected, outstanding, overdue, refunds, expenses, net cash, collection rate, revenue by course and by fee plan type, deferred revenue (unused sessions value), with drill-down to invoices and export.

5Screens

Học phí (invoices) /finance/tuition

KPI tiles: Đã lập tháng này, Đã thu, Còn phải thu, Quá hạn. Tabs: Tất cả · Chưa thanh toán · Thanh toán một phần · Quá hạn · Chờ duyệt · Đã thanh toán · Đã huỷ. Filters: branch, class, course, fee plan type, due date range, created range, q (student, code, payment code). Buttons: + Tạo hoá đơn, Lập hoá đơn tháng, Xuất Excel.

Column	Notes
Mã HĐ	payment_code
Học viên	name + class chip
Nội dung	title (fee plan name)
Tổng tiền	amount after discount and VAT
Đã thu	paid_amount
Còn lại	amount - paid; red when overdue
Hạn	due_date; overdue days chip
Trạng thái	chip
Nhắc gần nhất	date + channel
Thao tác	Thu tiền · Gửi nhắc · In

Invoice form (drawer) /finance/tuition/new?student_id=

Field	Type	Validation
Học viên	search	required
Lớp	select of student's classes	optional
Dòng	repeatable: fee plan or material or free text; qty; unit price; line discount	≥ 1 line; price ≥ 0
Giảm giá	percent or amount + reason + voucher code	≤ limit else approval
VAT	percent per line default from plan	0–10
Hạn thanh toán	date	default today + 7
Trả góp	toggle: n parts with dates and amounts	sum equals total
Tài khoản nhận	select active bank accounts of branch	required for QR
Ghi chú	text
Gửi thông báo	channels app / Zalo / email	defaults from settings

Footer shows subtotal, discount, VAT, total; after save shows QR and "Thu tiền ngay".

Invoice detail /finance/tuition/:id

Header: code, student, status chip, total, paid, remaining, due. Sections: lines; payments table (date, method, amount, receipt number, cashier, SePay id, PDF); credit notes; reminders log; e-invoice block; audit. Buttons: Thu tiền, Gửi nhắc, In hoá đơn, Tạo phiếu giảm, Huỷ (void, only if no payments), Xuất HĐĐT.

Payment dialog /finance/tuition/:id/pay

Fields: amount (default remaining), method (Tiền mặt / Chuyển khoản / Thẻ), account (cash drawer of branch or bank account), payer name, date (default now, no future), note, "Gửi biên lai Zalo" toggle. Result: receipt number, PDF preview, print.

Công nợ (debt) /finance/debt

Aging summary tiles; table per student: student, guardian phone, invoices count, total due, oldest due date, bucket, last reminder, promise date, care owner; row actions: Gửi nhắc, Ghi cuộc gọi, Kế hoạch trả, Thu tiền. Bulk: Gửi nhắc (template picker).

Thu chi (cash book) /finance/cashbook

Filters: branch, account, date range, type (thu/chi), category. Table: date, code (PT/PC), type, category, counterparty, amount in, amount out, account, created by, attachment. Buttons: + Phiếu chi, Chốt quỹ ngày (shows expected vs counted with difference and note). Tab Chưa đối soát lists SePay transactions without match with "Gán vào hoá đơn".

Fee plans (settings) /settings/fee-plans

Grouped by course. Form: name, type, price, sessions (package), validity months, instalment count and rule, VAT, default materials, active. Voucher groups and codes under /settings/vouchers; expense categories under /settings/expense-categories; receipt numbering and company info under /settings/finance.

6Business rules

Invoice total = Σ(qty × unit_price - line_discount) - invoice_discount + VAT. Rounded to whole VND.
Payment status: unpaid (paid 0), partial (0 < paid < total), paid (paid ≥ total), void (no payments, cancelled). Overpayment is refused; excess becomes student credit only through the unmatched-transfer flow.
Receipts are numbered per branch per month, sequential, never reused; voiding a payment keeps the number with status void and requires a reason.
Sessions from a package are credited on full payment by default; tenant may choose on creation. Expiry = credit date + validity, extended by pauses.
Consumption order: earliest expiry first; a session consumed from an expired package is refused and the student shows "Hết hạn gói".
Discount limits per role (default: admissions 10%, academic_admin 5%, accountant 15%, branch_manager 30%, owner unlimited) are tenant settings; above limit requires approval.
Vouchers: one voucher per invoice; not combinable with percent discount above 0 unless flagged stackable.
Credit notes cannot exceed the invoice total minus previous credits; refund cannot exceed paid minus previous refunds.
Expenses and refunds above tenant threshold (default 5,000,000) need approval by branch manager or owner.
The cash drawer is per branch; a daily close locks payments of that day for edit (void only).
All money writes are audited with before/after (PRD 12).

7Data model

Entity	Fields	Notes
fee_plan	id uuid; tenant_id; course_id null; name; type enum(one_time, monthly, session_package, material); price; sessions int null; validity_months null; instalments jsonb null [{pct, days_after}]; vat_pct; default_material_ids uuid[]; is_active	new
tuition (existing Tuition)	+ fee_plan_id; status enum extends PAID/UNPAID with PARTIAL, VOID, PENDING_APPROVAL; discount_amount; discount_reason; voucher_id; approved_by; instalment_of uuid null; einvoice jsonb {provider, number, lookup_code, pdf_url, issued_at}	extend
tuition_line	id; tuition_id; type enum(fee, material, other); fee_plan_id null; inventory_item_id null; description; qty; unit_price; discount; vat_pct; amount	new
payment (existing TuitionTransaction)	+ method CARD; receipt_no; account_id (cash drawer or bank); payer_name; paid_at; cashier_staff_id; status enum(valid, void); void_reason; receipt_pdf_file_id	extend
session_package	id; student_id; tuition_id; fee_plan_id; sessions_total; sessions_used; credited_at; expires_on; frozen_days; status enum(pending, active, exhausted, expired, refunded)	new
session_consumption	id; package_id; attendance_record_id; consumed_at; reversed_at null	new
credit_note	id; tuition_id; amount; reason; created_by; approved_by; created_at	new
refund	id; credit_note_id; amount; method; account_id; paid_to; paid_at; receipt_no (PC); status	new (payment out)
expense	id; school_id; code PC-; category_id; amount; payee; account_id; date; note; file_id; created_by; approved_by; status	new
cash_account	id; school_id; type enum(cash_drawer, bank); bank_account_id null; name; is_active	new; bank rows mirror SchoolBankAccount
cash_close	id; cash_account_id; date; expected; counted; difference; note; closed_by	new
voucher_group, voucher, voucher_use	group: name, type percent\|amount, value, min_amount, course_ids, school_ids, valid_from, valid_to, max_uses; voucher: code, single_use; use: voucher_id, tuition_id, student_id, used_at	new
unmatched_transaction	id; bank_account_id; sepay_transaction_id; amount; description; received_at; matched_tuition_id null; matched_by	new
finance_settings	receipt_prefix; numbering_scope; credit_on_create bool; discount_limits {role: pct}; approval_thresholds; einvoice_provider config (encrypted)	tenant

8API contract

Method	Path	Request / response	Status
GET/POST/PUT/DELETE	/v3/teacher/school-finance/course/courses[...]	course base	existing
GET/POST/PATCH	/v3/school/fee-plans[/{id}]	course_id filter	new
GET	/v3/teacher/school-finance/tuitions	filters as today + fee_plan_type, status incl. PARTIAL, aging_bucket	extend
POST	/v3/teacher/school-finance/tuitions	as today + lines[], discount_amount, discount_reason, voucher_code, instalments[] → 202 PENDING_APPROVAL when over limit	extend
GET	/v3/teacher/school-finance/tuitions/{id}	+ lines, credit_notes, reminders, einvoice, package	extend
POST	/v3/teacher/school-finance/tuitions/{id}/pay	{amount, method CASH\|BANK_TRANSFER\|CARD, account_id, payer_name, paid_at?, note, send_receipt} → payment with receipt_no, pdf	extend
POST	/v3/school/payments/{id}/void	{reason}	new
GET	/v3/school/payments/{id}/receipt.pdf	signed	new
POST	/v3/school/tuitions/{id}/approve \| /reject	{note}	new
POST	/v3/school/tuitions/{id}/void	{reason}; only when no valid payments	new
POST	/v3/teacher/school-finance/tuitions/{id}/notify, /tuitions/notify	reminders; add template_id	extend
GET/POST	/v3/teacher/school-finance/group-invoices	add POST with {title, month, class_ids[], fee_plan_id?, prorate: bool, notify: {app, zalo, email}, dry_run}	extend
GET	/v3/school/debt	school_id, bucket, class_id, q → per-student aggregates	new
POST	/v3/school/tuitions/{id}/payment-plan	{parts: [{amount, due_date}]}	new
GET	/v3/school/students/{id}/packages	packages with consumption history	new
POST	/v3/school/packages/{id}/adjust	{sessions_delta, reason} manual credit (approval)	new
POST	/v3/school/tuitions/{id}/credit-notes	{amount, reason} → credit note (approval if over threshold)	new
POST	/v3/school/credit-notes/{id}/refund	{amount, method, account_id, paid_to}	new
GET	/v3/school/refund-estimate?student_id=	policy-based proposal	new
GET/POST/PATCH	/v3/school/expenses[/{id}]; POST /approve		new
GET/POST	/v3/school/expense-categories		new
GET	/v3/school/cashbook	school_id, account_id, from, to, type, category → entries; format=xlsx	new
GET/POST	/v3/school/cash-accounts; POST /v3/school/cash-accounts/{id}/close	{date, counted, note}	new
GET/POST	/v3/school/unmatched-transactions; POST /{id}/match	{tuition_id \| student_id (credit)}	new
GET/POST/PATCH	/v3/school/voucher-groups, /vouchers; POST /vouchers/validate	{code, student_id, course_id, amount} → discount or error	new
POST	/v3/school/tuitions/{id}/einvoice	{buyer: {name, tax_id?, address, email}} → provider result	new
GET	/v3/school/finance/report	school_id, from, to, group_by → billed, collected, outstanding, overdue, refunds, expenses, deferred; series	new
GET/POST/PUT/DELETE	/v3/teacher/school-finance/bank-accounts[...], /company, /link-token	unchanged	existing
POST	/v3/payment/qr	unchanged	existing
GET	/v3/parent/tuitions, /{id}, /overview	guardian view; add receipts and package balance	extend

9Permissions

Code	owner	branch_manager	accountant	academic_admin	admissions	teacher	parent
`finance.view`	all	branch	branch	branch (balances)	own leads' invoices	no	own children
`finance.invoice.create`	yes	yes	yes	yes	via convert	no	no
`finance.invoice.void`	yes	yes	yes	no	no	no	no
`finance.payment.create`	yes	yes	yes	cash if granted	no	no	no
`finance.payment.void`	yes	yes	yes	no	no	no	no
`finance.discount.approve`	yes	yes	no	no	no	no	no
`finance.refund`	yes	approve	create	no	no	no	no
`finance.expense`	yes	approve	create	no	no	no	no
`finance.cashbook`, `finance.close`	yes	view	yes	no	no	no	no
`finance.reminders`	yes	yes	yes	yes	no	no	no
`finance.vouchers`, `finance.settings`, `finance.einvoice`	yes	no	settings, einvoice	no	no	no	no
`finance.report`, `finance.export`	yes	branch	yes	no	no	no	no

10Analytics events

Event	Properties
invoice_created	fee_plan_type, lines, discount_pct_bucket, voucher, approval_required, via (wizard\|form\|bulk)
billing_run_created	classes, invoices, prorated_count
payment_recorded	method, partial, auto_matched, receipt_sent
transfer_unmatched / transfer_matched	age_hours
reminder_sent	channel, bucket, bulk
package_low / package_exhausted
credit_note_created / refund_paid	amount_bucket, approval
expense_created / cash_closed	category, difference_nonzero
einvoice_issued / einvoice_failed	provider
finance_report_viewed	period, group_by

11Edge cases

Sibling discount: implemented as an invoice discount reason "Anh chị em"; automatic sibling percent is a tenant setting applied in the wizard.
Transfer arrives before the invoice exists (parent pays early): unmatched transaction becomes student credit; next invoice offers "Dùng số dư".
Two payments for the same invoice within seconds (SePay webhook retry): dedupe on sepay_transaction_id.
Parent pays one transfer for two children: unmatched flow allows splitting across invoices.
Package bought at branch A used at branch B after transfer: package moves with the student; revenue stays at A; report shows inter-branch note.
VAT on tuition is exempt in Vietnam for education services; VAT applies to materials. Default VAT per fee plan type: fee 0, material 5 (configurable).
Currency: VND only in v1; the existing Course currency field must be VND.
Instalment invoice partially paid then student withdraws: credit note on the remaining instalments, refund only on paid portion.

12Open questions

Which e-invoice provider first (MISA meInvoice, Viettel SInvoice, VNPT)? Adapter design assumes REST with token; pick after pilot accountant interviews.
Should package sessions be credited on invoice creation by default (centers let students start before paying)?
Do we need a "deposit" (đặt cọc) object before enrollment, or is a partial payment on the invoice enough?

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