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