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Termly Billing: Creating Term Invoices

Termly billing lets you invoice parents for a full term of lessons upfront. Clefora calculates the total based on the number of lessons in the term and the student’s lesson rate, so you can generate and send invoices quickly.

Prerequisites

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Creating a term invoice

Section titled “Creating a term invoice”
  1. Open the Hub and navigate to Invoices.
  2. Click Create invoice.
  3. Select the From Term tab.
  4. Choose the student you are invoicing.
  5. Select the term from the dropdown (terms are shown with their date ranges).
  6. Clefora generates a preview with pre-populated line items based on the student’s lessons in that term. Review the details:
    • Line items — Each lesson or group of lessons, with description, quantity, and unit price.
    • Total amount — Calculated from the line items.
  7. You can edit the line items, adjust amounts, add extra items, or remove items as needed.
  8. Set a due date and add optional notes (e.g., “Includes materials fee”).
  9. Click Create Draft.

The invoice is created in Draft status. You can review it before sending to the parent.

What parents see

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Parents receive an email with the invoice details and a link to pay online via Stripe. They can also view the invoice on their Clefora dashboard. Payment methods include credit/debit card and, where available, bank transfer.

After creating a draft

Section titled “After creating a draft”

Once a draft invoice is created, you can review it on the Invoices page. From there you can send it to the parent or cancel it if needed. See Tracking payments and overdue invoices for details on invoice statuses and workflows.

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