How do I add a recurring monthly lesson charge in MusicTeacherNotes?

You can add various types of financial transactions in MusicTeacherNotes, including recurring lesson charges, to help manage your billing efficiently.

Steps to Add a Transaction:

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

Transaction Types You Can Create:

• Charges
• Payments
• Discounts
• Refunds
• Credits

How to Set Up a Recurring Monthly Lesson Charge:

1. When prompted, select Yes to confirm this charge is for music lessons.
2. Choose the student or family you’re billing.
3. Select whether the charge is per student or per family.
4. Enable Recurring, then enter the frequency (e.g., "1" for monthly, "3" for quarterly).
5. Choose whether the charge is Prepaid (before the month starts) or Post-paid (after the month ends).
6. Set a start date for the recurring charge.
7. Choose between a fixed monthly amount or lesson-based billing (which uses the lesson schedule to calculate charges).
8. Enter the charge amount and click Save Transaction.

Managing Transactions:

• Once saved, your transaction will appear in the list.
• Click it to view details, or edit or delete it as needed.
• You can also set an end date in the future if the recurring charge is temporary.

This tool gives you full control over lesson billing and simplifies your financial management.