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Billing & Invoices Overview

Conductly's billing system gives you everything you need to invoice families, collect payments, and keep your school's finances organized. Whether you bill monthly, per semester, or per lesson, the billing tools adapt to how your school operates.

:::info Before you start invoicing To collect payments online, you'll need to connect a payment processor (Stripe or Evolv) to Conductly. You can still create invoices and record cash/check payments without one, but the payment link in invoice emails won't work until a processor is connected. See Payment Settings for setup instructions. :::

How Billing Works in Conductly​

At a high level, the billing flow looks like this:

  1. Connect a payment processor (Stripe or Evolv) so families can pay invoices online — see Payment Settings
  2. Set up billing plans on your courses to define how families are charged (monthly, per lesson, in full, etc.)
  3. Enroll students in sessions — Conductly calculates what they owe based on the billing plan
  4. Generate invoices automatically from billing cycles, or create them manually
  5. Send invoices to families via email with a secure payment link
  6. Collect payments online through stored cards, or record cash and check payments manually

The Billing Dashboard​

When you navigate to Billing in the sidebar, you'll see three tabs that organize your invoices:

TabWhat It Shows
ActiveInvoices that are open, pending, or overdue — anything that still needs attention
HistoryCompleted invoices — paid, voided, refunded, or written off
UpcomingScheduled invoices that haven't been generated yet, based on your billing cycles

This layout makes it easy to focus on what needs action right now while still having full visibility into past and future billing.

Key Features​

  • Automatic invoice generation — Billing cycles create invoices on a schedule so you don't have to do it manually each month
  • Multiple billing plan types — Charge in full, split into installments, bill per lesson, or set a flat monthly fee
  • Online payments — Families pay through a secure link with their credit or debit card
  • Stored payment methods — Charge cards on file automatically or with one click
  • Bulk operations — Send invoices, charge cards, and finalize drafts in bulk
  • Fees and discounts — Add registration fees, apply sibling discounts, and use discount codes
  • PDF invoices — Generate and download professional invoice PDFs
  • Refund processing — Issue full or partial refunds directly from an invoice
tip

If you're just getting started with billing, we recommend setting up your billing plans first, then letting Conductly generate invoices automatically as students enroll.

Learn More​