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# How to match an invoice, Receipt or Pro-Forma to a student

To match an invoice, a receipt, or a Pro-forma to a student, follow these steps:

1. **Creating the document**

Go to Administration->Sales click on "+ New", a new window will open with all the document fields, choose the type of document.

2. **Selecting the student**

• In the top right corner, you will find the text "Select student or manually enter", click just below and select the interested student from the list.

• After selection, the system will display the document header.

3. **Defining the addressee**

• Below the header, choose who should be the addressee of the invoice:

• **The student themselves**

• **A family member** present in the student’s profile (if any have been entered)

The variable data in the product descriptions will be taken from the student’s profile. Once the document is saved, it will be associated with the chosen student.