How do I add a financial transaction in MusicTeacherNotes?

Adding financial transactions in MusicTeacherNotes helps you manage billing for lessons, payments, discounts, and more.

Steps to Add a Transaction:

1. Go to the Main Menu.
2. Click Studio Management, then select Financials.
3. Choose the studio for which you want to add a transaction.
4. Go to the Transactions page.
5. Open the Actions Menu and click Add a Transaction.

Types of Transactions You Can Add:

• Charges
• Payments
• Discounts
• Refunds
• Credits

Example: Adding a Recurring Monthly Lesson Charge

1. When prompted, confirm this charge is for music lessons (select Yes).
2. Choose the student or family to bill.
3. Select whether the charge is per student or per family.
4. Enable Recurring and set the frequency (e.g., enter “1” for monthly, “3” for quarterly).
5. Choose whether it is prepaid (billed before the month) or post-paid (billed after the month).
6. Set the start date and the amount.
7. Click Save Transaction.

You’ll now see the transaction in your list. You can click on it to view more details, or edit or delete it at any time.

This flexible system makes it easy to manage your studio’s billing accurately and efficiently.