What you will get
The ability to look at an installment with no charge and know, without guessing, whether the routine will still pick it up or never will.
At 06:00, in your school's time zone, the system walks through the installments and issues charges for the ones approaching their due date. It is the routine that does most of the month's billing work.
The four conditions
An installment is charged when all of these are true at the same time:
- It is Open. Paid, cancelled or waived does not qualify.
- It has no charge issued yet. Nobody is charged twice.
- The payment method is boleto or PIX. Card is out — a card link is always sent by a person.
- It falls due inside the lead-time window. The window is the number of days set in Settings, counted from today.
The fourth deserves attention: the routine does not look only at tomorrow's installments. It picks up everything falling due from now to the end of the window — and that includes installments already past due that still have no charge.
What happens on screen
Installment 3 falls due in three days and was issued by the routine. Number 4 falls due in over a month and still shows a dash — it will be issued once it enters the window.
For every installment issued, three things change together: the CHARGE column starts showing the link and the barcode, the student receives the email with the boleto or the PIX code, and the installment's state stays the same. Issuing is not receiving.
The four reasons an installment is left out
1. It already has a charge. The most common case, and the right one. If you issued it by hand yesterday, the routine walks past it.
2. The school has no payment account connected. Here the routine does not
fail — it never even starts. A school with no connected account is skipped
entirely, and no message appears anywhere. If none of your school's
installments are being issued, start at Integrations › Payment Gateway.
3. The school's currency does not match the payment method. Boleto and PIX are Brazilian methods and are only issued when the configured currency is the real. In a school set to another currency, those installments are skipped.
4. The method is not enabled on the receiving account. If your account has not had PIX enabled yet, for instance, PIX installments are skipped — even with everything correct on the school's side. The Accepted payment methods box, on the receiving screen, shows what is in force.
When issuing genuinely fails
Failing is different from being skipped. Skipped is a decision of the rule; failing means the charge was attempted and refused.
When it fails, whoever administers the account receives an email naming the installment and the reason. The remaining installments keep being processed normally — one failure does not bring the routine down.
The most common cause is missing data on the student's record. A boleto requires name, tax ID and full address; without any one of them, issuing comes back refused.
Running it ahead of time
There is no "run now" button. If an installment is urgent, the way is to issue it by hand, from the three-dot menu on the installment itself — and then the routine will not issue it again, because condition 2 no longer holds.
If something goes wrong
An installment fell due and never had a boleto. Walk the four conditions in order. Nine times out of ten it is a disconnected payment account — the only reason that leaves no trace at all on screen.
The routine issued it, but the student did not receive anything. Issuing and emailing are separate things: the charge exists in the student's portal even when the email does not go out. Check the address on their record.
A charge-failure email arrived. It names the installment and the reason. If it mentions a document or an address, the fix is on the student's record — then just issue by hand, without waiting for the next night.
Everything looks right and nothing was issued. Check the time zone under Settings › General. A wrong time zone makes the routine run at another time of day, and it feels like it never ran.
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