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What is the Music Teacher Notes financials system and how does it work?

Music Teacher Notes lets you manage your music studio’s finances in one place. Here’s how it works:

Accessing the Financials System

If you teach at multiple studios, you can use the drop-down menu to select which studio's financials you want to manage.

The Financials System Has Three Main Pages:

  1. Family Balances
    • View what each family owes or the credit they have
    • Set a starting balance (leave it at $0 or adjust if needed)
  2. Transactions
    • Track charges, payments, discounts, refunds, or credits
  3. Invoices
    • Send invoices to families automatically
    • Helps ensure payments are made on time

Actions Menu

Each of the three pages includes an actions menu with tools relevant to that page.

Customizing Invoices

Need More Help?

This is just an overview. More detailed guidance is available in other content, FAQs, and video tutorials.

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