Invoicing defaults - Harness Docs

Settings → Invoicing sets the defaults every new invoice starts from: how often accounts bill, how far automation takes each invoice, when they’re due, how they look, and whether Harness chases them. One Save button applies the page.

Billing defaults

Setting	What it controls
Default billing cycle	The cadence a new account inherits until you set its own: Daily, Weekly, or Monthly. It decides when each account’s uninvoiced charges collect into an invoice; see Automated billing. Override it per account in Manage billing accounts.
Lesson terms	The due date on new invoices: Due on receipt, Net 7, Net 30 (the default), or Net 60.
Credit application	Automatic applies an account’s available credit when an invoice is sent; Manual waits for you to apply it yourself. See Credits.

Billing automation

How far each account takes an invoice before it stops. Charges are created regardless; this only moves the stopping point. Draft for review and Full auto are on the Professional plan.

Level	What happens at each account’s cycle close
Draft for review (the default)	A draft is assembled and held in the invoice list’s Draft tab. Nothing sends until you approve it.
Full auto	One invoice per account is assembled and sent automatically.
Manual	Charges accrue as pending; you invoice by hand.

Switching to Full auto asks you to confirm; any open automatic drafts are due bills and each sends at its account’s next cycle close.

Late cancellations

The Late-cancellation window is how much notice a family must give before a lesson to avoid being charged for it.

Option	What happens when a family declares a lesson
None	A declaration is never auto-charged.
12 / 24 / 48 / 72 hours	With less than that much notice, the lesson rate is charged to the account’s next invoice automatically. With more, there’s no charge.

This is the one policy the portal’s can’t make it action reads, so a family sees the charge warning before they confirm. It’s also shown to families under About this studio. See The student portal.

Setting	What it controls
Default payment instructions	Text copied onto every new invoice’s “how to pay” section: your Venmo handle, check instructions, whatever you tell people.

Automatic reminders

The Send automatic reminders switch, and one toggle each for 3 days before due date, On due date, and 3 days after due date. These set the defaults for new invoices; you can override them per invoice in the builder. The full behavior lives at Invoice reminders.

Invoice header display

Five toggles control what prints at the top of your invoices (email and PDF), with a live preview beside them:

Toggle	Notes
Studio Name	Always on.
Studio Address	Available once an address is set in Studio details.
Phone Number	Available once your profile has a phone number.
Email	Your contact email.
Website	Available once your studio website is set.

​Billing defaults

​Billing automation

​Late cancellations

​Automatic reminders

​Invoice header display

Billing defaults

Billing automation

Late cancellations

Automatic reminders

Invoice header display