Set Up Billing for the First Time
Before you can invoice parents, you need to connect a Stripe account, choose how you bill, and set your rates. This guide walks you through the full setup.
Before you start
Section titled “Before you start”Make sure you have:
- A Clefora teacher account
- A bank account or debit card for receiving payments
- Your lesson rates decided (per lesson or per term)
Connect Stripe and start billing
Section titled “Connect Stripe and start billing”-
Connect your Stripe account
Go to Hub → Settings → Payments and select Connect with Stripe. You are redirected to Stripe to create or link an account. Follow the prompts to enter your business details and banking information.
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Choose your billing model
After connecting Stripe, select your preferred billing model:
You invoice parents for the entire term upfront. Clefora calculates the total based on the number of lessons in the term multiplied by the student’s lesson rate. Best for teachers who prefer predictable income and fewer transactions.
An invoice is generated automatically after each lesson is marked complete. Parents pay for each lesson individually. Best for flexible arrangements, pay-as-you-go students, or irregular schedules.
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Set your lesson rates
Go to Hub → Pricing Templates and enter your rates. You can set rates by duration (e.g. 30 minutes, 45 minutes, 60 minutes) and by instrument if your pricing varies.
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Assign rates to students
On each student’s profile, confirm the correct rate is assigned. If a student has a custom rate, you can override the default on their profile in the billing section.
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Create your first invoice
Go to Hub → Invoices and select New Invoice. Choose the student, select the billing period (a specific term for termly, or individual lessons for per-lesson), and review the total. Select Send to email the invoice to the parent.
Verify your setup
Section titled “Verify your setup”After completing setup, check the following:
- Your Stripe account shows as “Connected” in Settings → Payments
- At least one rate is configured
- Your first invoice status shows “Sent” under Invoices
Next steps
Section titled “Next steps”- Prepare for a new term to generate invoices for an entire term
- See Billing models explained for a detailed comparison
- Having trouble? Check Payment and billing issues