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Finance

Fees, Billing, Salaries, and Financial Reports

98 articles

Student Accounts & Billing

All about this file and making use of it

Accounts OverviewHow Music Monitor manages finance records
Billing OverviewHow Music Monitor can support your billing process
Billing Period and Reconciliation PeriodAn explanation of the fields Number of Lessons BP, and Number of Lessons RP in Music Monitor
Billing Tuition in AdvanceHow to bill tuition enrolment in advance in Music Monitor
Billing in Advance Procedure ChecklistBest practice for billing in advance with attendance roll reconciliation
Billing Tuition in ArrearsHow to bill tuition in arrears for lessons given according to roll marking in Music Monitor
Billing in Arrears Procedure ChecklistProcedure for billing in arrears using the attendance records in Music Monitor
Bill Tuition Discounts in ArrearsHow to process scholarships, bursaries and discounts for tuition in arrears in Music Monitor
Mix Billing Tuition in Advance and ArrearsHow to bill some debtors in advance and others in arrears for tuition in Music Monitor
Billing During the TermBilling in advance procedures for enrolment changes during term in Music Monitor
Billing Early for Next TermHow to bill for next term in Music Monitor if the current term has not been finalised
Billing Procedures (Term 4 Considerations)Things to consider during Term 4 for your billing in Music Monitor
Send Tuition Fees to Accounts FileHow to bill lesson fees in bulk in Music Monitor
Send Scholarships to AccountsHow to include scholarships and bursaries in the billing in Music Monitor
Send Ensemble Adjustments to AccountsIssue account credit to students, where required, for missed ensemble sessions in Music Monitor
Bill all Tuition Enrolments for Music diary/otherSend additional charges relating to tuition enrolments across to the Accounts file in Music Monitor
Send Instrument Hire Fees to AccountsHow to send instrument hire to student accounts in bulk in Music Monitor
Send Exam fees to Accounts fileA process step-through for billing exam entrant fees in Music Monitor
Send Accompanist fees to Accounts fileA process step-through for billing exam accompanists' fees in Music Monitor
Send Camp or Excursion Fees to Accounts FileA process step-through for billing camp and excursion fees in Music Monitor
Send Workshop Fees to Accounts FileA process step-through for billing workshops
Send Ensemble/Class Fees to Accounts FileHow to create billing lines for Ensemble and Class enrolments in Music Monitor
Send Ensemble/Class Discounts to AccountsA step-through for this part of the billing process if you offer discounts on class/ensemble fees in Music Monitor
Miscellaneous charges (for one or more students)How to bill students for miscellaneous items
Process All Unbilled AmountsFinalise unbilled or uninvoiced line items
Re-Export Billing LinesHow can I export the same report again after I have finalised a billing run
Reverse a Billing Run - Export OnlyUndo the finalisation of a batch of accounts lines in Music Monitor, when your process is to export them for another accounting system
Billing Tuition Lesson AdjustmentsReconciliation process for producing lesson adjustments in Music Monitor
Billing StatementsHow to use & print billing statements instead of invoices
Generate a JournalA process step-through for finalising billing lines
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

Invoices and Debtors

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

Manage DebtorsAn overview of the Debtors records
How to Add a DebtorFor conservatoriums, how to create a new Debtor record in Music Monitor
How to Edit a DebtorFor conservatoriums, how to update the details of a billing contact in Music Monitor
Merge DebtorsA script to merge duplicate debtors into one record in Music Monitor
Split Invoices & Alternative DebtorsHow to split invoices for students between more than one debtor in Music Monitor
Traffic Light in DebtorsHow the Traffic Light feature in the Debtors file works in Music Monitor
Invoice SetupOptions for the setup of invoices in Music Monitor
BPay Option on InvoicesAdding BPay to invoices in Music Monitor
Clickable Link on InvoicesHow to put a URL link on emailed invoices in Music Monitor
Outstanding Balance on InvoiceHow to set up your invoices in Music Monitor to display the total outstanding balance as well as the amount for this one invoice
Produce and Send Customer InvoicesHow to produce invoices directly in Music Monitor and send them to customers
Early Bird & Late Fee SetupHow to set up early bird discounts and late fees in Music Monitor
Special Payment Arrangements and Finance ChargesHow Music Monitor can manage cases where you have a special payment arrangement in place
Add Tax Deductible BlurbHow to add a tax deductible blurb to receipts in Music Monitor
Write Off Bad DebtsProcedure for writing off the debt on a given invoice in Music Monitor
Write Off or Refund Credit BalancesHow to write off or refund old, abandoned, unused or returned credit balances for debtors in Music Monitor
Process PaymentsHow to record payments received into Music Monitor
Produce a ReceiptHow to produce and send receipts from Music Monitor for payments received
Non-Invoiced PaymentsHow to process payments that are not associated with an invoice in Music Monitor
Creative Kids VouchersSuggested procedure for processing Creative Kids Vouchers in Music Monitor
Gift VouchersSuggested procedure for processing gift vouchers in Music Monitor
Transaction HistoryView or email a Debtor's transaction history in Music Monitor
Change Invoice Note after SendingHow to change the note on an invoice in Music Monitor after sending it
Reverse a Billing Run - InvoicesHow to undo the generation of invoices in Music Monitor
Billing Cheat Sheet for ConservatoriumsA process check-list for use by conservatoriums when calculating billing in Music Monitor
Debtor Balance As AtHow to Find Debtor Balances for a particular date and/or term in Music Monitor
Payment SummaryThis report in Music Monitor displays a list of payments received, summarised by Due Date
Change a Payment MethodHow to correct a record in Music Monitor that shows a payment by an incorrect method
Accounts Receivable ListFor conservatoriums, a list that might be used to chase up unpaid accounts
Debtor ReportWhat financial reports are available in the Debtor Report script
Receipted Line Items by CategoryA report for line items fully paid inside a given period
Import Payment RecordsHow you can import payments from a list into Music Monitor

Salaries

How to calculate payroll information in Music Monitor

Salaries OverviewIntroduction to the Salaries module in Music Monitor
Set Up SalariesHow to set up the Salaries module in Music Monitor
Manage Pay RatesHow to set up and maintain the Pay Rates table
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 in Music Monitor 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 in Music Monitor
Salaried Teachers with Additional Students (Non-Averaged)How to manage teachers with guaranteed hours and additional students in Music Monitor
Additional Paid Work - Admin ViewHow music administrators can add extra items to a teacher's pay claim in Music Monitor
Additional Paid Work - TeachersA Teacher Guide for how to claim for additional paid work in Music Monitor
Finalise a Teacher's Pay (Roll Marking)How to process a one-off pay run for just one teacher
Finalise a Teacher's Pay Procedure Checklist (Averaged Salaries)Procedure for finalising a finishing sessional/casual teacher if you use the Averaged Salaries module in Music Monitor
Generate Partial Pay RunGenerate a partial pay run (such as for one teacher only) by withholding specific line items
Reset Pay Category for ALL Tuition recordsA script in Music Monitor to change all tuition enrolments so that the pay category matches the teacher's default employment type
Reset Pay Category for ALL EnsemblesUpdate this field in the staff pay information on Ensembles
Reverse Pays (Roll Marking) Part 2: Pay SlipsHow to undo an erroneous or mistaken pay advice slip in Music Monitor
Produce Teacher InvoiceAs an alternative to pay advice slip, how to produce an invoice for a teacher to submit
Staff Load ReportsVarious pre-formatted staff load reports, where to find them and how to generate them
Reverse Pays (Roll Marking) Part 1: Attendance ImportHow to undo the import of Attendance records into Salaries in Music Monitor
Reprint Pay Advice SlipsHow to find the PDF pay slip document from a past pay run in Music Monitor
Add More Salaries Lines to an Existing Pay SlipIf you finalised your pay run in Music Monitor but now want to add further work to it