Studio Business

Digital Version: Spreadsheet for Payments Received

Numbers-icon

For the past couple of years, I’ve been using a form I created using Microsoft Word to track payments received from piano students each month.  I printed a new sheet each month (that way I could update the student roster list each month as it inevitably evolves), inserted it into my three-ring binder, and then penned in the details about each payment.  Here is what that form looks like:

Record of Payments Received

numbers(Click here for details about downloading that form.)

For the past few months, I’ve been testing out a new digital version of this form using Apple’s Numbers app on my MacBook.  The advantage of this system is that if I save the document in iCloud, I can edit the spreadsheet from my iPad in the Numbers app.  Thanks to iCloud, everything stays synced.  I am loving this system so far!

Screen Shot 2014-12-30 at 4.57.26 PM

Here’s how it works:

  1. Enter your students’ names.
  2. As you receive payments for the month, fill in the date, amount, reason, and method of payment.
  3. When you deposit the checks at the bank, you can indicate the date that you deposit the checks in the bank by ticking the checkmark boxes in the last columns.
  4. At the end of the month, you can duplicate this sheet to prepare for the next month.  Right click on the tab that says “January” and select “duplicate.”  Change the name of the new sheet to February, clear the cells other than the students’ names, and now you are ready to start record-keeping for the next month!

Here is how it looks on my iPad Mini:

IPad mini screenshot - Payment Received Form

Do you have a Mac and/or iPad and want to give it a try?  Here is my Numbers spreadsheet.

Download link here:

  Record of Payments Received -- Spreadsheet (167.4 KiB, 5,409 hits)

While I’m at it, I’ll share the spreadsheet I use for my weekly teaching schedule.  I’m glad if anyone else can use it.  I use Google Calendar for my daily calendar, but I like having this spreadsheet around, too, that I can easily print for reference.  Like the previous spreadsheet, this one can sync to Numbers on your iPad if you save it to iCloud.

Screen Shot 2015-01-02 at 4.20.30 PM

Download link here (Numbers file for Mac or iPad “Numbers” app):

  Weekly Schedule -- Spreadsheet (152.4 KiB, 3,931 hits)

Enjoy!

12 thoughts on “Digital Version: Spreadsheet for Payments Received”

  1. This seems like a great way to stay organized. I’m still using excel files to keep track of things, and they don’t sync to my iPad. Yet another reason for me to consider a macbook when I finally replace this old laptop!

  2. Love your practical and enthusiastic columns, Joy!
    This sounds like a good way to track monthly payments.
    I collect bi-monthly payments via email. Here’s how it works:
    I divide the 35-week year into 5 equal seven-week payments.
    Each family gets a generic statement on the 1st of every other month.
    ( I have three statements, one for 30-minute lessons, one for 45-minute lessons, and one for 60-minute lessons.) Budgeting is easier for parents, as payments stay the same. I do tack on a music fee in Sept. and a recital fee in June. It takes about
    10 minutes to send out the emails bi-monthly.

  3. I’m glad you posted abt this, Joy! I have been using Excel, but I think I’ll switch to Google Drive (same idea with syncing, but since I have an HP computer and an iPad, I can’t use iCloud to sync. I’m excited for the change!

  4. Hi, I have an older version of Numbers on my iMac and the files won’t open. But this is EXACTLY what I have been looking for in a new system this year. Was there a specific template you used that had everything or did you have to add the checkbox columns to an existing one?

    1. Hello Melinda, I have the same situation as you – can’t give up my old MacBook.
      You can open Joy’s files with iCloud if you plan on syncing with an iPad.

  5. Thank you for getting me started on a new system of book-keeping. Technology is a struggle and you gave me just enough encouragement to try it. Thank you for your generosity. Marcia

  6. Hello Joy, Wow, what a great idea! I feel lucky to have a Macbook laptop and an iPad (although it is a very old iPad; I need to upgrade so I can get more than 16gb of space for apps). I am going to start using the Numbers spreadsheets instead of handwritten notes. Also, I am already using the calendar that comes on the iPhone and all Apple devices for my scheduling. I’m not sure if this links easily to the other Apple programs/apps, but it should.

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