[GNC] Music Teacher: tracking balances owed from students

[Adrien Monteleone]

The short answer is, the workflow here is primarily determined by your business processes, not GnuCash.

You’ve agreed or decided to be paid per lesson, so that’s how you have to do your accounting.

You can use the Duplicate Invoice button to repeat an invoice for a lesson and just change the dates/invoice number. You can even do this for a different customer and also change the customer if you need to bill someone per-lesson that you had not previously.

You can also use manual transactions and rely on the duplicate and auto-fill but then you’ll lose the ability to easily run account statements (Customer Reports) if you need to send them to clients.

I keep my Receivables Due and Payables Due reports open at all times. When I need to add an invoice or bill, I click the total figure which brings up a Customer/Vendor Report I then click the invoice/bill I want to duplicate to view it and then use the Duplicate Invoice button and edit any changes. That’s much faster especially when I have multiple line numbers that stay the same.

Regards,
Adrien


> On Mar 4, 2019, at 2:45 PM, musicteach <jonwiestmusic at gmail.com> wrote:
> 
> Hi all,
> My music teaching income is all over the map, I receive payments for
> individual lessons, monthly payments - I have to cancel lessons for
> performances; some lessons are rescheduled and some are skipped.  Bottom
> line is that I understand the income tracking side of things (entering
> payments), but I'm wondering what the best way to track balance owed would
> be.
> 
> Is the best way to use the Account Receivable system?  It seems like a lot
> of work to start a new invoice for every single lesson I teach.  Do you have
> any other ideas to automate this process a bit as I'm spending quite a bit
> of time on this stuff, and I'd like to break free.
> thank you for your time
> 
> 
> 
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