What is the Music Teacher Notes Transactions Page and how does it work?

The Transactions page within the MusicTeacherNotes financial system helps you manage all financial activity across your studio(s). Here’s how it works:

Accessing Transactions

• Go to the main menu.
• Navigate to Studio Management > Financials.
• Click on the Transactions tab.
• If you manage more than one studio, use the dropdown to select which studio’s transactions you'd like to view.

Adding a Transaction

• Click the Actions menu.
• Select Add a Transaction.
• You can choose from five transaction types:
  • Charges
  • Payments
  • Discounts
  • Refunds
  • Credits

Two Views: Individual vs. Grouped

There are two versions of the Transactions page:

1. Individual Transactions View – shows each transaction entry separately.
2. Grouped Transactions View – shows grouped entries, such as a single fee applied to multiple students.

Example: If you charge multiple students a recital fee, you can:

• View all recital fee transactions together.
• Delete the fee for all students at once (if the event is canceled) from the grouped view instead of one by one.

Grouped Transactions Features

• See how many students are affected in the Students column.
• Click the student count to view individual student names and details.
• Use the Edit or Delete icons to manage the entire group transaction.

Individual Transactions Features

• Click a student’s name to view a detailed summary of their transaction.
• Use the Modify Transaction menu to edit or delete the entry.

This system simplifies transaction management across both individual and group contexts, saving time and improving clarity.