Overview
This is intended for use by Conservatoriums as a checklist to run through when billing for the coming term. The assumptions about your business process are that, like most of the Conservatoriums, you:
Bill in advance, a term at a time
Reconcile billing each term
Produce and send invoices from Music Monitor.
If those assumptions are incorrect, the steps you follow may differ from this list.
This article is only a list to remind you of the steps to follow and a recommended order to do the steps. It does not contain instructions on how to do each step.
Checklist
Produce lesson credits for the previous term.
Update tuition and ensemble fees, then select Re-Lookup so the changes apply.
Adjust the Number of Lessons on Tuition Enrolments as needed.
Perform a Replace Field Contents to make the No Lessons RP to be equal to the Number of Lessons field.
Adjust Number of Ensemble Sessions as needed.
Check school programs. (When to start? How many sessions?)
Adjust the start dates on tuition and ensemble records.
Send tuition fees to accounts (keep eye on date last sent).
Send ensemble fees to accounts (keep eye on date last sent).
Send scholarships/bursaries to accounts (keep eye on date last sent).
Send ensemble discounts to accounts (keep eye on date last sent).
Send instrument hire to accounts (keep eye on date last sent).
Send exams/accompanist/excursion if needed.
From Debtors, send annual membership fee to accounts (flat fee and keep eye on date last sent).
Spend time in unbilled bucket. Look for blanks. Look for no debtor ID. Look for outrageous amounts. Looks great? Go back and make sure.
Phew! Take a deep breath.
Produce invoices.
Get coffee.
Email! Or print!