[GNC] Music Teacher: tracking balances owed from students

D sunfish62 at yahoo.com
Tue Mar 5 12:21:01 EST 2019


Thanks!

On March 5, 2019, at 8:14 PM, Adrien Monteleone <adrien.monteleone at lusfiber.net> wrote:

Sure,

I’ll be out today for Mardi Gras but I should have it up tomorrow.

Regards,
Adrien

> On Mar 5, 2019, at 12:19 AM, David T. <sunfish62 at yahoo.com> wrote:
> 
> Adrien,
> 
> 
> Any chance you might add these tips to the Using Gnucash wiki page? "Simple business advice for managing invoices" or some such...
> 
> 
> Adding it at the business features spot might make most sense. 
> 
> Cheers,
> David
> 
> 
> On Tue, Mar 5, 2019 at 2:36, Adrien Monteleone
> <adrien.monteleone at lusfiber.net> wrote:
> 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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