How does the MusicTeacherNotes invoicing system work?

The MusicTeacherNotes invoicing system helps teachers send professional invoices to connected students and ensure timely payments.

Accessing the Invoicing System

• From the main menu, select Studio Management ? Financials ? Invoicing.
• If you are not automatically on the Invoicing tab, click it.
• Invoicing is available only for connected students with a registered Family Account linked to your teacher account.

Setting Up Invoice Settings (One-Time Setup)

On your first visit, create your invoice settings. You can:

• Add your logo, phone number, and email address.
• Specify if you accept checks and the payee name.
• Provide a mailing address for mailed payments.
• Add a default message for all invoices (customizable per student).
• Choose a custom starting invoice number instead of the default #1.

Tip: Update these anytime via Actions ? Invoice Settings.

Creating an Invoice

1. Click Create a New Invoice.
2. Select your studio and continue.
3. Choose a connected student.
4. Select one-time or recurring.
5. If recurring, set the frequency and the start date.
   Note: If the start date is in the past, invoices will be generated for missed periods up to today.
6. Optionally customize the invoice message.
7. Click Create Invoices.

How Recurring Invoices Work

• A pending invoice updates automatically as transactions are processed until its end date.
• At the end date, the invoice is automatically:
  • Emailed to the student (or parent), and
  • Added to their Family Account.
• You can click a pending invoice to view detailed breakdowns.

Benefits of the System

• Professional, consistent invoicing.
• Clear billing for students and families.
• Automatic tracking and on-time payment reminders.
• Saves teachers time so they can focus on teaching.