ChoiceFlow

Templates

Documentation that earns confidence

Prepare a precise paid invoice for Step Up family reimbursement, and assemble catalog uploads for Step Up and Odyssey.

Florida · Parent reimbursement

Step Up paid invoice generator

A clear payment record for the family’s submission. Document checks support preparation—not official approval. Nothing is saved or sent.

Fictional demonstration data—not approved by Step Up. Replace every sample identity, credential and receipt before preparing a real submission.

Sample mode · The exported PDF will be labeled “Fictional sample — not for reimbursement submission.”

Proof of Payment ($0 Balance Due)

Recorded

Amount paid equals the invoice total; payment date, method and receipt confirmation are recorded. Attach the actual receipt when required.

Eligible Dates within FY (July 1 – June 30)

Recorded

Payment and service / purchase dates fall within July 1, 2026–June 30, 2027; no future service dates are listed. This checks timing, not scholarship eligibility.

Itemized Direct Educational Services/Materials

Recorded

Each line names the educational service or curriculum title, with dates, quantity / hours and unit rate. Educational eligibility still requires program confirmation.

Provider Credentials / License Included

Recorded

Credential type and reference are recorded; you confirmed a copy will accompany the invoice. This tool does not verify the license or attach the credential file.

01 · Provider & scholarship recipient
02 · Dates & provider documentation

The number is printed on the invoice; attach the actual credential separately for each services request. No license verification is performed here.

03 · Itemized educational charges

Line 01

Line 02

04 · Payment evidence

Invoice total $240.00 · Balance due $0.00

Families may request reimbursement up to 4 months before a service. Requests farther ahead may be approved for the rest of the school year, up to 1 year, with a signed and dated non-refundable letter or a published policy. This differs from direct payment through EMA: providers ask for that payment after delivering the service. Only a few purchase categories have exceptions for a previous scholarship year, and those need review (Step Up 2026–27 provider handbook pp. 12–13). These rules do not set policy for later years.

Advance reimbursement and fiscal-year rules · PDF p. 13Service direct pay after delivery · PDF p. 12

Product listing prep sheets

These are preparation sheets, not the platform’s official upload templates. Fill in the requested information here. After the platform approves you and sends its official template, copy the information into that template.

Step Up catalog upload (SAP Ariba)

Florida · Step Up / EMA via SAP Ariba

SAP Ariba catalogs use CIF-style fields. Fill this sheet, then paste rows into the catalog template Step Up provides in Ariba.

See the 14 columns
  • Supplier ID — Your Ariba Network ID (ANID)
  • Supplier Part ID — Your SKU — unique per item
  • Manufacturer Part ID — Publisher or maker part number
  • Item Description — Learning purpose first, then specifics
  • SPSC Code — UNSPSC category code
  • Unit Price — Numbers only, e.g. 49.99
  • Unit of Measure — EA, BX, KT, HR…
  • Lead Time — Days to ship
  • Manufacturer Name — Publisher or brand
  • Supplier URL — Product page link
  • Market Price — Public retail price
  • Currency — USD
  • Short Name — Concise title families see
  • Image — Image URL

Odyssey product upload

Texas · TEFA via Odyssey

Fill this sheet, then copy into the product upload template Odyssey provides to approved vendors. Physical items must stay at or under $299 each.

See the 11 columns
  • SKU — Unique per item
  • Product Name — Specific, searchable title
  • Description — Educational purpose and contents
  • Category — Curriculum, technology, supplies…
  • Subject — Math, reading, science…
  • Grade Range — e.g. 3-5
  • Price — At or below public retail
  • Public Retail Price — Your public price
  • Physical or Digital — Physical / Digital
  • Product URL — Product page link
  • Image URL — Image link

ClassWallet — no upload template

Arizona · ClassWallet

ClassWallet doesn’t use a product upload file. You build your own Shopify pages and connect the store, so families shop your catalog directly.