What happens automatically
Charges come from attendance on every plan. When you mark a lesson attended, Harness creates a Charge for it on the student’s Account. No plan or setup needed. On Professional, Harness also invoices:- Per-lesson: each attended lesson gets a pre-drafted Invoice waiting in Finances → Invoices. You review it and send it.
- Monthly batch: at the end of the month, Harness creates and sends one invoice per account covering that account’s unbilled charges. The bills go out on their own.
Automatic invoicing (per-lesson drafts and the monthly batch) is a
Professional feature. Charges and manual billing work on every plan. See
Settings → Subscription.
1. Review and send invoices
Start in Finances → Invoices. On Professional, your per-lesson drafts are already here: open each one, confirm who’s billed and the amount due, then send. On any plan, you build and send bills by hand the same way. Send an invoice covers picking the account, attaching charges, applying a credit, and sending. To find a bill you already sent, resend it, or download a PDF, see Manage invoices.2. Record payments as they arrive
As money comes in over the month, log it against the right bill. Enter cash, check, and transfer payments by hand; online card payments record themselves once Stripe is connected. See Record a payment to log a payment and watch the balance settle.3. Handle the exceptions
A handful of accounts won’t follow the happy path:- Students on more than one account are skipped by automatic billing: invoice them yourself from the account you want to bill. Set up who’s on an account in Manage billing accounts.
- Returning money to a payer is a refund, drawn from the account’s credit.
- Giving goodwill that deducts on the next bill is a credit.