Skip to main content
The Upcoming tab of Finances → Invoices is a preview of each account’s next bill: every charge waiting to be invoiced, plus the recurring charges due before the next cycle close. Looking never creates anything.

​
Read the tab

One row per account with something pending. Next bill tells you what will happen, based on your automation level:
It readsMeaning
Sends Full auto: the invoice sends itself at that close.
Drafts Draft for review: a draft lands in the Draft tab at that close.
Accrues; invoice by handManual: charges collect; nothing is assembled.
Items counts two kinds of line:
  • Ready: charges that already exist and aren’t on any invoice.
  • Scheduled: recurring charges due before the close that haven’t been created yet, shown with a clock icon. Lessons are never predicted; a lesson charge appears only after you mark attendance.
Click a row to see the lines and the total.

​
Bill an account now

Don’t want to wait for the close? Each row carries one action:
  • Create draft (Manual and Draft for review): builds an invoice from the account’s ready charges and opens it in the editor.
  • Send now (Full auto): builds the invoice and sends it, after a confirmation showing the account and amount.
Either way the result is an ordinary invoice you made, frozen at creation. Automation never adds to it; anything that accrues afterwards starts the account’s next upcoming bill.
Scheduled lines aren’t included: a charge that doesn’t exist yet can’t be billed. Harness tells you how many were left out; they bill at the next close as usual.

​
FAQ

Upcoming only shows uninvoiced charges. If the account’s charges already sit on a draft (including one Harness assembled), they’re in the Draft tab instead.
Wait for it to be created, then void it in Finances → Transactions. A voided recurring charge stays skipped; it won’t reappear on Upcoming.