What does an invoice need to include?

Below are the required components that must be included on each invoice:

1. Scholarship Student’s Full Legal Name
   • The invoice must include the full, legal first and last name of the scholarship student(s).
     • The student's full legal name may be in an itemized line item OR at the top of the invoice. 
   • An invoice may only have the items or services related to the scholarship student(s) named.
2. Name of the Qualifying Provider
   • Provider that offered the services or materials.
3. Date(s) of Service
   • Dates when the educational service was provided or when the educational material was purchased.
4. Invoice Date
   • Date on which the invoice was created.
5. Itemized List of Scholarship Expenses
   • Provide a detailed description of each expense related to the educational service or material.
   • The invoice may not include any items or services that are not an approved expense.
     • If the item is prohibited, or if pre-approval is required but not obtained, the invoice will be denied in ClassWallet. 
6. Total Amount Due
   • Clearly state the total amount that is due for the educational services or materials provided. Taxes and fees are included.
7. Payment Due Date
   • Include the date by which the payment is due.

Example Invoice Template

While Qualifying Service Providers can use their own invoice templates, they must ensure it includes the components listed above. Here is an example of what an invoice might look like:

Ensure that all invoices submitted for Utah Fits All Scholarship expenditures include all required details. This helps in processing the payment efficiently and without delays.