Getting Started: Invoices
Harvest comes with an integrated invoicing solution so you can seamlessly run your business from a single solution.
1. Creating an invoice
There are two types of invoices you can create in Harvest: (1) an invoice based on your billable hours or (2) a free-form invoice which allows you full flexibility in populating your line items.
Let's create a free-form invoice to see how it works. Click on the "Create invoice" link and select a your own company as the client and "free-form invoice" as the invoice type. Next, fill out the invoice as you normally would. Note you can apply up to 2 taxes for each item on an invoice line. Click "Save invoice" when you are done.
Once saved, you can easily send this invoice via email using the "Send invoice" option. When you click on the Invoices > Dashboard, your new invoice will be displayed as part of the invoices you are now tracking.
Note: If you are creating an invoice from your billable hours, you need to make sure the tasks for that project are set to billable and that you have entered a rate for that task. Review the "Adding Clients and Projects" section if you have any questions.
2. The Invoices Dashboard
Click on the Invoices tab again to return to the Dashboard view of invoices. This screen will show you any invoices that are outstanding and what has been recently paid. It's a handy view to reference as your accounts receivable.
If you have any further questions about this section, please contact us and we'll be happy to help.