Billing Cheat Sheet for Conservatoriums

This billing cheat sheet is intended for use by Conservatoriums to bill for each term in advance. 

• Produce lesson credits for the previous term. 
• Update tuition and ensemble fees, then click '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!