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What you need to know about invoicing your clients.
Tracking time in Harvest is simple and easy, but the ultimate point of doing that is so you can get paid, right? We’ll focus on invoices created from project hours and expenses in this section since that’s where it gets interesting!
To create an invoice, first go to Invoices and click New Invoice. Select your client and choose to create an invoice based on tracked time and expenses. Click Next Step.
After selecting the relevant project(s) and the date range of hours you need to include, you’ll want to make sure the Invoice Type you select matches the Invoice Method of your project so that your rates get calculated correctly. For example, if you’re billing by person hourly rate, then the summary should be by people hours (screenshots below).
Invoice Method on Project:
Invoice Type on Invoice:
Only time entries that were tracked to billable tasks will be pulled into your invoice. You can manage whether your tasks are billable on the project’s settings page. Only billable expenses can be included as well.
Rates must be entered on your project in order to calculate your billable totals, which show up as Unit Price, on your invoice.
Billable Rates on Project:
Billable Rate on Invoice:
You can edit any of the line items that were pulled into your invoice or reorder the rows. You can also add line items, or change which projects a line item is linked to. Note that editing or deleting an invoice line item won’t change how much of the project budget is burned. More information on editing invoices can be found here.
Note that if you’re not billing hourly, you can create a free-form invoice.
Looking to customize your invoices?
Head over to Invoices > Configure. Here you can edit your company information, contact email, logo, invoice field labels, and more.
Want to get paid faster?
Harvest integrates with Stripe and PayPal so that customers can pay you directly from your invoice online with a credit card. You can set these up from Invoices > Configure > Online Payment. If you need help deciding which to use, here’s an overview of each.
You’ve now set up your Harvest account!
From here, you can continue to track time, invoice, and add projects, clients, and co-workers to Harvest. Don’t worry about being locked in to your settings—you can change them whenever you need to! If you need more help, you can get to our Help/FAQ or Contact Us form from your Welcome page in Harvest.