ESA invoice review checklist

Use this self-review checklist alongside official program instructions. Ticking a box records your answer; it does not inspect a document or predict approval.

Tick everything your invoice already shows:

0% reviewed — 10 missing

0%
  • Provider (vendor) full legal name and address
  • Student's full name
  • Parent / account-holder name
  • Invoice date and the dates of service covered
  • Itemised description of each service or product
  • The educational subject / purpose of each service
  • Quantity / hours, unit price, and total amount due
  • Provider credentials or license where the service requires one
  • Proof of fulfillment / delivery — Odyssey releases payment (Net-30) only after fulfillment is confirmed
  • Listing must match a pre-approved marketplace offering (nothing lists until it clears compliance review)

Fix these before you submit to Odyssey, or use our generator for common invoice fields →

Open the invoice generator

Prepare and save your next invoice

Use the generator for common invoice fields, then review the additional Texas requirements above.

Provider (vendor) full legal name and address — review with your program guidance
Student's full name — review with your program guidance
Parent / account-holder name — review with your program guidance
Invoice date and the dates of service covered — review with your program guidance
Itemised description of each service or product — review with your program guidance
The educational subject / purpose of each service — review with your program guidance
Quantity / hours, unit price, and total amount due — review with your program guidance
Provider credentials or license where the service requires one — review with your program guidance
Proof of fulfillment / delivery — Odyssey releases payment (Net-30) only after fulfillment is confirmed — review with your program guidance
Listing must match a pre-approved marketplace offering (nothing lists until it clears compliance review) — review with your program guidance