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Clefora Docs

Creating Invoices on Mobile

The Clefora mobile app lets teachers create invoices on the go. You can build an invoice manually with custom line items, or generate one from an existing term schedule. The flow is available from the Payments screen in the teacher app.

Prerequisites

Section titled “Prerequisites”
  • Your Stripe account is connected. See Connecting Stripe.
  • You have at least one student with an active enrolment.
  • For term-based invoices, you need a term and schedule already configured in Clefora.

Opening the invoice screen

Section titled “Opening the invoice screen”
  1. Open the mobile app and tap the Payments tab.
  2. Tap the + button in the top-right corner.

This opens the Create Invoice screen.

Creating a manual invoice

Section titled “Creating a manual invoice”

Use the Manual tab to build an invoice with custom line items.

  1. Select the Manual tab at the top of the screen (this is the default).
  2. Choose a student by tapping their name in the horizontal student list.
  3. Add line items. Each line item has three fields:
    • Description — What the charge is for (e.g. “Piano lesson 30 min”).
    • Qty — The number of units.
    • Price — The unit price.
  4. To add more items, tap Add Item. To remove an item, tap the X icon next to it.
  5. Set the Due Date using the date picker. It defaults to 14 days from today.
  6. Optionally add Notes (e.g. “Includes materials fee”).
  7. Review the Total at the bottom, which is calculated automatically from your line items.
  8. Tap Create Invoice.

Creating an invoice from a term

Section titled “Creating an invoice from a term”

Use the From Term tab to generate an invoice pre-populated from a student’s term schedule.

  1. Select the From Term tab at the top of the screen.
  2. Choose a student from the horizontal list.
  3. Select a term/schedule from the schedule chips below.
  4. Clefora loads a preview showing:
    • The student name and schedule name.
    • Pre-calculated line items based on the lessons in that term.
    • Any credit applied from previous overpayments (shown in green).
  5. Set the Due Date and add optional Notes.
  6. Review the Total and tap Create Invoice.

After creating an invoice

Section titled “After creating an invoice”

The invoice is created in Draft status. From the Invoices list (on mobile or the Hub), you can review the draft and send it to the parent when ready. Sending the invoice triggers an email to the parent with a payment link.

If sending via Stripe fails after the invoice is saved, the invoice remains as a draft. You can retry sending it later from your invoices list.

Section titled “Related pages”