If you're moving your accounting information into TutorBird you may need to create an opening balance for money that was previously owed to you.

Here's what to do: 

If the family owes you money (i.e. they pay after they receive lessons), follow these steps: 

  1. Navigate to "Families & Invoices" from the main menu on the left.
  2. Click the "+ Add Transaction" button and select the "Charge" option.
  3. Choose the family and specify the amount you're owed in the "Amount" field. Provide a note that explains to the family what this amount is, such as "Opening Balance".
  4. Click "Save".

If the family has pre-paid for lessons (i.e. they pay before receiving lessons), follow these steps to create a positive balance: 

  1. Navigate to "Families & Invoices" from the main menu on the left.
  2. Click the "+ Add Transaction" button and select the "Payment" option.
  3. Choose the family and specify the family's balance the "Amount" field. Provide a note that explains to the family what this amount is, such as "Opening Balance".
  4. Click "Save".