Sending Invoices and Estimates

Send invoices and estimates, and reminders and thank yous for invoices, right from Harvest.

Sending Invoices and Estimates

You do not need to send an invoice or estimate immediately after it’s created. You can save drafts and send later.

1. Go to Invoices > Overview or Estimates > Overview and click into the invoice you would like to send.
2. Click the Send button.
3. Choose recipients, and change your message if needed. You can also change the address from which your invoice or estimate is sent.
4. Click Send.

Sending Invoice Thank-you or Reminder Messages

You can configure the default invoice, thank you, and reminder messages from Invoices > Configure > Messages.

If an invoice has been sent but is NOT late, you can set up an automatic reminder that will send if the invoice is still outstanding a certain number of days after its due date. To set this up:

1. Click into the sent invoice for which you want to set up a reminder.
2. Under More Actions, select Reminder Email.
3. Choose recipients and how many days after the invoice is due you’d like to send a reminder.
4. Click Set Up Reminder.

For sending late invoice reminders or thank-yous, the steps are the same as sending an invoice.

• If an invoice is already late, there is not a way to set up automatic reminders. Reminders must be sent manually on an invoice-by-invoice basis. When you click into a late invoice, Send Invoice has been replaced with Send Reminder, and the message has changed to a reminder.
• Send a thank-you after the invoice has been paid. When you click into a paid invoice, Send Invoice has been replaced with Send Thank-you Message, and the message has changed to a thank-you.