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Charge → Invoice → Payment → Balance. Every object lives on an account, the payer behind a student. Each one is recorded as a transaction; see Understand your transactions for the full record and what each kind is.

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Charges

SourceHow it’s createdWhat it sets
AutomaticMark a lesson attendedThe student’s rate, dated to the lesson
ManualAdd charge on Finances → TransactionsAmount, description, date, student
A charge sits on the account until it’s billed and paid. See Operate a lesson. You can also charge for an event that isn’t a lesson, like a paid gig. That money is tracked as studio income (Other Income), separate from any student’s account. See Create an event.

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Invoices

An invoice collects one or more of an account’s charges into a single bill. Send an invoice.

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Payments

MethodHow it’s recorded
Cash, check, transferBy hand
Online cardAutomatically, through the invoice’s pay link
Harness allocates each payment and updates the account’s balance. See Record a payment.

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Balance and credit

BalanceMeaning
PositiveThe account owes the studio
NegativeThe account is in credit (paid more than it owes)
Credit is separate from balance. It isn’t money the account paid; it deducts from the next invoice. See Credits.

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Automatic vs manual

WhatHow it happens
Charge created when a lesson is marked attendedAutomatic
Draft invoice built per lessonAutomatic (Professional)
Monthly batch (bills sent for you)Automatic (Professional)
Sending an invoice yourselfManual
Recording a cash, check, or transfer paymentManual
Adding a one-off chargeManual
Charging for a paid event (gig)Manual
Issuing a credit or a refundManual
Automatic invoicing (per-lesson drafts and the monthly batch) is on the Professional plan. Charges and manual billing work on every plan, including Hobby. See Settings → Subscription. To run the automatic monthly cycle, follow Run your monthly billing.