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Finance

Fees, Billing, Salaries, and Financial Reports

88 articles
Student Accounts & Billing

All about this file and making use of it

Billing in Advance Procedure ChecklistBest practice for billing in advance with attendance roll reconciliation
Send Ensemble Adjustments to AccountsIssue account credit to students, where required, for missed ensemble sessions
Billing Tuition in ArrearsHow to bill tuition in arrears for lessons given according to roll marking
Send Tuition Fees to Accounts FileBilling lesson fees in bulk
Send Scholarships to AccountsHow to include scholarships and bursaries in the billing
Bill all Tuition Enrolments for Music diary/otherSend additional charges relating to tuition enrolments across to the Accounts file
Send Instrument Hire Fees to AccountsHow to send instrument hire to student accounts in bulk
Send Exam fees to Accounts fileBilling process for exam entrant fees
Send Accompanist fees to Accounts fileThe billing process for exam accompanists' fees
Billing Camp & Excursion FeesSending camp and excursion fees to accounts in bulk
Send Workshop Fees to Accounts FileHow to bill in bulk for all workshops, or selected workshops
Send Ensemble/Class Fees to Accounts FileIf you charge a fee for ensemble participation, students will need to be charged by having the Ensemble fee sent over to the Student Accounts file
Send Ensemble/Class Discounts to AccountsPart of the billing process if you offer discounts on class/ensemble fees
Miscellaneous charges (for one or more students)Find a student (or a group of students) and add a miscellaneous charge
Process All Unbilled AmountsFinalise unbilled or uninvoiced line items
Payment ListThis report displays a list of payments received, sorted by payment date
Billing ProofThe billing proof is a summarised report of amounts billed in Music Monitor
Billing StatementsHow to use & print billing statements instead of invoices
Generate a JournalJournalising accounts line items 'closes' them off so they can no longer be edited
Accounts Receivable ListA list that might be used to chase up unpaid accounts
Debtor ReportOverview of the various Debtor Reports
Receipted Line Items by CategoryA report for line items fully paid inside a given period
Accounts OverviewHow Music Monitor manages finance records
Billing OverviewHow Music Monitor can support your billing process
Billing Tuition in AdvanceHow to bill tuition enrolment in advance
Billing During the TermBilling in advance procedures for enrolment changes during term
Billing Tuition Lesson AdjustmentsReconciliation process for producing lesson adjustments
Billing Period and Reconciliation PeriodAn explanation of the fields Number of Lessons BP, and Number of Lessons RP
Mix Billing Tuition in Advance and ArrearsHow to bill some debtors in advance and others in arrears for tuition
Billing in Arrears Procedure ChecklistProcedure for billing in arrears using the attendance records
Billing Procedures (Term 4 Considerations)Things to consider during Term 4
Bill Tuition Discounts in ArrearsHow to process scholarships, bursaries and discounts for tuition in arrears
Billing Early for Next TermHow to bill for next term if the current term has not been finalised
Reverse a Billing Run - Export OnlyUndo the finalisation of a batch of accounts lines, when your process is to export them for another accounting system
Invoices and Debtors

Generally for Conservatoriums only, these articles guide you in using Music Monitor to produce and send invoices

Merge DebtorsA script to merge duplicate debtors into one record
Produce and Send Customer InvoicesHow to produce invoices directly in Music Monitor and send them to customers
Manage DebtorsAn overview of the Debtors records
Invoice SetupOptions for the setup of invoices
BPay Option on InvoicesAdding BPay to invoices
Early Bird & Late Fee SetupHow to set up early bird discounts and late fees
Outstanding Balance on InvoiceHow to set up your invoices to display the total outstanding balance as well as the amount for this one invoice
Clickable Link on InvoicesHow to put a URL link on emailed invoices
Add Tax Deductible BlurbHow to add a tax deductible blurb to receipts
Special Payment Arrangements and Finance ChargesManaging cases where you have a special payment arrangement in place
Write Off Bad DebtsProcedure for writing off the debt on a given invoice
Write Off or Refund Credit BalancesHow to write off or refund old, abandoned, unused or returned credit balances for debtors
Process PaymentsHow to record payments received into Music Monitor
Produce a ReceiptHow to produce and send receipts for payments received
Creative Kids VouchersSuggested procedure for processing Creative Kids Vouchers
Gift VouchersSuggested procedure for processing gift vouchers
Non-Invoiced PaymentsHow to process payments that are not associated with an invoice in Music Monitor
Transaction HistoryView or email a debtor's transaction history
Split Invoices & Alternative DebtorsHow to split invoices for students between more than one debtor
Traffic Light in DebtorsOverview of the Traffic Light on the debtor form layout
Change Invoice Note after SendingHow to change the note on an invoice after sending it
Reverse a Billing Run - InvoicesHow to undo the generation of invoices
Billing Cheat Sheet for ConservatoriumsA process check-list for use by conservatoriums
Find Debtor BalanceHow to Find Debtor Balances for a particular date and/or term
Payment SummaryThis report displays a list of payments received, summarised by Due Date
Change a Payment MethodHow to correct a record that shows a payment by an incorrect method
Salaries

How to calculate payroll information in Music Monitor

Reset Pay Category for ALL EnsemblesUpdate this field in the staff pay information on Ensembles
Reset Pay Category for ALL Tuition recordsChange all tuition enrolments so that its pay category matches the teacher's default employment type
Salaries OverviewIntroduction to the Salaries module
Set Up SalariesHow to set up the Salaries module for various usage options
Salaries Tasks Between Pay DatesThese are things you can do at any time in the pay period, and which will help to ensure your pay run is complete and accurate
Calculate Pays from Roll MarkingThe process for doing a pay run if you use the attendance records as the data source for the calculations
Calculate Averaged SalariesPay salaries averaged across a number of pay periods
Import Attendance Records Using Lesson DateHow to calculate pays up to a date that is not the end of a week
Finalise a Teacher's Pay Procedure Checklist (Averaged Salaries)Procedure for finalising a finishing sessional/casual teacher if you use the Averaged Salaries module
Salaried Teachers with Additional Students (Non-Averaged)How to manage teachers with guaranteed hours and additional students
Additional Paid Work - Admin ViewHow music administrators can add extra items to a teacher's pay claim
Additional Paid Work - TeachersA Teacher Guide for how to claim for additional paid work in Music Monitor
Generate Partial Pay RunGenerate a partial pay run (such as for one teacher only) by withholding specific line items
Reverse Pay Run (Roll Marking)How to undo an erroneous or mistaken pay advice slip
Produce Teacher InvoiceAs an alternative to pay advice slip, how to produce an invoice for a teacher to submit