How to Create an Invoice

Learn how to create and send invoices with our videos and step-by-step directions.

Don’t see Invoices in your account? Learn how to enable sections of Harvest.

How to Create an Invoice Videos

This video goes over the basics of invoicing.

Once you’ve got the basics down, this video talks about Harvest invoicing in more detail.

How to Create an Invoice Step-by-Step

Administrators can create invoices for all clients. Project managers can create invoices for projects they manage if they have been given permission to create invoices under Manage > People.

Based on Project Hours and Expenses

1. Go to Invoices > Overview.
2. Click Create Invoice, and pick your client.
3. To pull in hours from your timesheet, choose to invoice Based on project hours and expenses, and click Next Step. Remember, tasks must be checked as billable on your project (under Manage > Projects) in order to be pulled into an invoice.
4. Fill out the Create Invoice page, and click Create Invoice.
5. You’ll see a draft of the invoice. You can add a subject, due date, taxes, customize the orders of the rows on your invoice, and more.
6. Click Save Invoice. You can send your invoice right away, or save a draft and send it later.

Free-form, Open Invoices

1. Go to Invoices > Overview.
2. Click Create Invoice, and pick your client.
3. Select Free-form, Open Invoice, and click Next Step.
4. You’ll see a blank invoice. Add the line items you need. There’s no need to delete unused rows. They won’t show on the final invoice.
5. You can add a subject, due date, taxes, customize the orders of the rows on your invoice, and more.
6. Click Save Invoice. You can send your invoice right away, or save a draft and send it later.