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Harvest invoicing pdf#

To manually send an invoice reminder for a late invoice, go to the individual invoice and click the green Send reminder button on the top left of the invoice.

Sending invoice, thank-you, and reminder messagesĪdministrators can configure the default invoice message, thank-you message, and reminder message from Invoices > Configure > Messages.Īdministrators and Managers with special permission can also manually send one-off invoice reminders and thank-you messages for individual invoices.

Add the %invoice_url% variable to the body of your message.

Only Administrators have access to Invoices > Configure.

To set your default invoice message to include that link: The variable will expand upon sending your invoice. To do that, add the variable %invoice_url% to your message where you want the link to appear.

If you do not have a payment gateway enabled but still want your client to be able to view the Web Invoice you’ll need to add a link for the Web Invoice to your invoice message. Keep in mind that if you have online payments enabled for your account, it’s not possible to send a Web Invoice with online payments disabled. You'll also see an option to preview the Web Invoice next to that. If you have an online payment gateway enabled in your account there will be a checkbox to include the link to the Web Invoice when you’re sending the invoice. If you have the client dashboard enabled in your account, your clients will find a link to their dashboard on the Web Invoice. Also, when a client views a Web Invoice, you’ll see a notification in the Invoice history. The Web Invoice will always show the current version of the invoice if changes are made. Web Invoices allow your client to view their invoice online via a link sent with their invoice. Just head to Manage > Clients and click the + Add contact button for the client in question. Note that you can also create contacts from the clients section of your account. Check the box next to each recipient you’d like to include. Fill out the form and click Save contact.Īfter you save the contact, they’ll be added to the list of recipients for that client.Click Add contact under the list of recipients.All Administrators can create new client contacts, but only Managers with permission to create and edit clients can add new client contacts.

To add people to the list of recipients, you’ll need to create additional client contacts. When you send an invoice or estimate, you have the option to choose multiple recipients. To remove as many potential roadblocks as possible, we recommend that clients add to the list of addresses they can receive emails from. If an invoice or estimate fails to be delivered, Harvest will notify you via email so that you can follow up with your client and resend the invoice. We set your email address as the reply-to address so that when a client replies, their message will be sent directly to you. When you send invoices and estimates to your clients via Harvest, the emails will display your name but always come from (see this FAQ for more information on why). (See instructions below for including a link to the Web Invoice if online payment is not enabled). If you have an online payment gateway enabled, you’ll also be able to choose to include a link to the Web Invoice.

Harvest invoicing pdf#

For invoices, choose to include a PDF version of the invoice.

Make edits to the email subject or message.Choose which recipients the invoice or estimate will go to.This is the address that will receive emails if your client replies to your invoice or estimate. Go to Invoices > Overview or Estimates > Overview and click into the invoice or estimate you’d like to send.You don’t need to send an invoice or estimate immediately after it’s created. All Administrators can create and send invoices and estimates, while Managers need special permissions to access and send invoices and estimates. Send invoices and estimates, and reminders and thank-yous for invoices, right from Harvest.