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Invoices & Estimates

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- How to Create an Invoice
  Learn how to create and send invoices with our videos and step-by-step directions.
- How to Create an Estimate
  Learn how to create an estimate for your clients.
- Settings, Messages, and Translations
  Customize company information, upload a logo, and set up values, translations, and messages under...
- Customizing the Sender Address
  You can customize the sender name and Reply-to address for invoice and estimate emails.
- LEDES Invoices
  Harvest has optional support for the LEDES 98B format for invoices. This is an option that only...
Managing Invoices & Estimates
- How to Edit Invoices and Estimates
  Make changes to your invoices and estimates any time.
- Sending Invoices and Estimates
  Send invoices and estimates, and reminders and thank yous for invoices, right from Harvest.
- Recording Invoice Payments and Write-offs
  Record payments if your clients don't pay invoices online, or write-off all or part of an invoice.
- Accepting and Declining Estimates
  Record whether clients accept or decline estimates, and create invoices from an accepted estimates.
- Recurring Invoices
  Recurring invoices will automatically send from your Harvest account.
- How to Create and Draw from a Retainer
  Learn how to add funds to and drawn funds from a retainer.
- Managing a Retainer
  Add funds to an existing retainer, or close retainers with a remaining balance.
- Invoice Reports
  You can run reports on your invoice data, and export it to Excel or CSV.
Online Payment and Gateways
- Online Payment
  Learn about online payment and how your clients can pay from the Web Invoice.
- PayPal Payments Standard
  You can integrate your PayPal Payments Standard account with Harvest so your clients can pay...
- Stripe
  You can integrate your Stripe account with Harvest so your clients can pay you online via the...
- Authorize.net
  You can integrate your Authorize.net account with Harvest so your clients can pay you online...
- PayPal Payments Pro
  You can integrate your PayPal Payments Pro account with Harvest so your clients can pay you...
- Linkpoint/FirstData
  You can integrate your Linkpoint/FirstData account with Harvest so your clients can pay you...
- PayPal Business Payments
  PayPal Business Payments offers a fixed, $0.50 per transaction fee instead of PayPal's usual...
- Transaction Limits
  PayPal Standard/Business Payments Limits