> ## Documentation Index
> Fetch the complete documentation index at: https://harnesscalendar.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Automatic billing

> Automatic billing collects each account's charges into an invoice on a schedule.

<Frame>
  <img className="block dark:hidden" src="https://mintcdn.com/harnesscalendar/8gbP-7pVEokRRW1N/images/automatic-billing/automatic-billing-settings-light.png?fit=max&auto=format&n=8gbP-7pVEokRRW1N&q=85&s=66ecdc1760ee26b22be4427765780e1f" alt="The Billing automation setting with Draft for review selected, above Full auto and Manual." width="1764" height="1083" data-path="images/automatic-billing/automatic-billing-settings-light.png" />

  <img className="hidden dark:block" src="https://mintcdn.com/harnesscalendar/8gbP-7pVEokRRW1N/images/automatic-billing/automatic-billing-settings-dark.png?fit=max&auto=format&n=8gbP-7pVEokRRW1N&q=85&s=3d42e1dfe431872f5f0b854435e7c103" alt="The Billing automation setting with Draft for review selected, above Full auto and Manual." width="1764" height="1083" data-path="images/automatic-billing/automatic-billing-settings-dark.png" />
</Frame>

Automatic billing turns the charges waiting on each [account](/docs/accounts) into an invoice when the account's cycle comes around. You decide how far Harness goes: leave invoicing to you, make a draft to check, or send the invoice itself. Either way, the account's [next bill](/docs/accounts#next-bill) shows what's coming before it happens.

## Billing cycles

Every account bills on a cycle: daily, weekly on Mondays, or monthly on the 1st. Lessons bill once you [mark attendance](/docs/lessons#mark-attendance), so on a monthly cycle, October's lessons arrive on the November 1 invoice. Set the studio's cycle with **Default billing cycle** in **Settings → Invoicing**, or give one account its own with **Billing cycle** when you edit it. Accounts left on **Studio default** follow the studio's cycle, including when you change it later. Invoices can't go out every two weeks, but a [recurring charge](/docs/recurring-charges) can repeat every two weeks.

## How much Harness does

The **Billing automation** setting in **Settings → Invoicing** decides what happens when an account's cycle closes. It applies to every account.

* **Manual**: Harness makes no invoices. Charges wait on the account until you invoice by hand.
* **Draft for review**: Harness makes a draft for each account and leaves it on the **Draft** tab of **Finances → Invoices**. Nothing reaches families until you send it. New studios start here.
* **Full auto**: Harness makes each invoice and emails it to the family on the close day.

**Draft for review** and **Full auto** are on the Professional plan (see [Your plan](/docs/your-plan)). On the Hobby plan, **Manual** stays selected and the other two show a lock. Whatever you choose, the [Next bill](/docs/accounts#next-bill) column on **Finances → Accounts** shows what each account is about to be billed, and you can bill an account early from there.

## What Harness drafts

An automatic invoice collects everything waiting on the account: lessons you've marked, [recurring charges](/docs/recurring-charges), and [extra charges](/docs/charges). Harness marks it with a robot icon in the invoice list, and you open, edit, and send it like any invoice you made. Its terms, payment instructions, and reminders come from your [invoice defaults](/docs/invoices#invoice-defaults). If you leave a draft unsent, the next cycle's charges join it, so an account never piles up drafts.

<Frame>
  <img className="block dark:hidden" src="https://mintcdn.com/harnesscalendar/8gbP-7pVEokRRW1N/images/automatic-billing/automatic-billing-robot-icon-light.png?fit=max&auto=format&n=8gbP-7pVEokRRW1N&q=85&s=98578de6397ab873e26ed0ff9798933e" alt="The Draft tab: Westbrook Elementary's draft has a robot icon, labeled Managed by automatic billing, and the Ahmed family's hand-made draft has none." width="624" height="600" data-path="images/automatic-billing/automatic-billing-robot-icon-light.png" />

  <img className="hidden dark:block" src="https://mintcdn.com/harnesscalendar/8gbP-7pVEokRRW1N/images/automatic-billing/automatic-billing-robot-icon-dark.png?fit=max&auto=format&n=8gbP-7pVEokRRW1N&q=85&s=6c5a4e070b7ddaac1f661e882e849a0b" alt="The Draft tab: Westbrook Elementary's draft has a robot icon, labeled Managed by automatic billing, and the Ahmed family's hand-made draft has none." width="624" height="600" data-path="images/automatic-billing/automatic-billing-robot-icon-dark.png" />
</Frame>

## Turn on Full auto

**Full auto** sends each account's invoice on its close day, with no review step. In **Settings → Invoicing**, choose **Full auto**, click **Save changes**, and confirm with **Switch to full auto**. Drafts already waiting don't send right away; each goes out at its account's next close.

<Warning>
  At **Full auto**, invoices email families without you seeing them first. Check the [Next bill](/docs/accounts#next-bill) column before a close day if you want to know what's going out.
</Warning>

If an invoice can't go out, like when no one on the account can receive email, it stays a draft and your [inbox](/docs/inbox-and-notifications) says why. If an email fails, Harness tries again for a few days, then tells you so you can [send it again](/docs/invoices#when-an-invoice-cant-send) or void it. Harness never charges a family's card on its own: they pay each invoice from its pay link (see [Online payments](/docs/online-payments)).

## What your families see

Families hear from Harness only when an invoice is sent. At **Full auto**, everyone on the account gets the invoice email on the close day, with a **Pay Now** button when online payments are on. At the other levels, they get nothing until you send it. Drafts never show in the [student portal](/docs/student-portal).

## FAQ

<AccordionGroup>
  <Accordion title="Why didn't my invoice go out on the 1st?">
    At **Draft for review**, Harness only makes the draft. Send it from the **Draft** tab of **Finances → Invoices**, or [turn on Full auto](#turn-on-full-auto). At **Full auto**, check your inbox: an invoice Harness couldn't send waits as a draft.
  </Accordion>

  <Accordion title="Why did one invoice go out with two months on it?">
    An automatic draft that isn't sent keeps collecting charges at each close. Last month's draft picked up this month's charges before it went out.
  </Accordion>

  <Accordion title="Lessons started late this month. Can I bill just the last two weeks?">
    Yes. Lessons bill only once you mark attendance, so the invoice holds just the lessons you taught. For monthly tuition, lower **First charge** when you [add the recurring charge](/docs/recurring-charges#set-one-up).
  </Accordion>

  <Accordion title="Why isn't last week's lesson on this invoice?">
    Lessons bill once attendance is marked. A lesson marked after the account's close waits for the next bill.
  </Accordion>

  <Accordion title="Why did a charge I removed from a draft come back?">
    A charge you take off a draft goes back to the account's next bill. To keep it off for good, [void the charge](/docs/charges#change-or-void-a-charge).
  </Accordion>
</AccordionGroup>


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