Indiana Education Scholarship Account (INESA)

Invoice has a unique invoice number provisional

Add an invoice number — every claim needs one the reviewer can reference.

Invoice has an issue date provisional

Add the invoice date — AZ's handbook lists it explicitly, and every platform expects it.

Student name is on the invoice provisional

Add the student's name exactly as it appears in the program.

Vendor business name and contact info are on the invoice provisional

Add your business name and at least one contact — email or phone.

Every line item has a service date provisional

Add the date of service to every line — undated lines bounce.

Every line item has a description and an amount provisional

Give every line a description and a dollar amount.

Parent / account-holder name is on the invoice provisional

Add the parent's name — platforms match invoices to the account holder.

Vendor business address is on the invoice provisional

Add your business address — reviewers reject invoices without it.

Invoice total matches the sum of the lines provisional

The total doesn't add up to the line items — recalculate before sending.

Each line shows its math — minutes, or quantity × unit price good practice provisional

Not required here, but a line that shows its math gets fewer questions: add the minutes — “Math tutoring — 60 min — $80.00” — or a quantity and a unit price: “4 sessions × $80.00 = $320.00”.

Every line clearly describes the service (a state specialist reviews each invoice by hand) good practice provisional

Indiana routes every direct-pay invoice to a state specialist for manual review — anything unclear gets a follow-up that delays payment. Confirm each line spells out the service plainly (e.g. 'Reading tutoring — 60 min', not just 'services').

The student's full legal name and STN are on the invoice good practice provisional

Indiana matches invoices on the student's full LEGAL name plus their Student Test Number (STN) — no nicknames. Ask the family for the STN and put both on the invoice; esadesk has no STN field yet, so add it as a custom field or in the title.

The invoice shows a payment due date good practice provisional

Indiana's handbook lists a payment due date among the required invoice fields — state the date payment is due (esadesk shows the issue date; put the due date in the title or a line note until a due-date field lands).

Every service was already delivered (billed in arrears, no future dates) good practice provisional

Indiana bills in arrears — invoice for services that already happened. Remove any line dated after the invoice date, or move the invoice date forward.

The invoice carries your legal business name, the one Indiana approved good practice provisional

Use the legal provider name Indiana has on file, not a trading name or an abbreviation — the specialist matches the invoice to your approved provider record.

ESA families are charged the same as everyone else good practice provisional

Indiana expects the price on this invoice to be the price you'd charge any other family for the same service. Confirm you aren't charging an ESA rate.

Transportation charges, if any, carry the extra detail Indiana asks for good practice provisional

If this invoice bills transportation, Indiana wants the trip detail alongside it — dates, and the route or mileage each charge covers. Nothing to do if you aren't billing transportation.