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You sure can.

1. Go to Invoices > Config.
2. Scroll down, and you’ll find the Translation section.
3. Click on the link “Translate labels and message” and you’ll see the form to translate all the labels and invoice email (which is used to send to your clients).

The invoice module only pulls in billable hours, so it’s most likely that the hours on the projects are tracked under non-billable tasks. To fix this:

1. Go to Manage > Projects.
2. Click on the project you’re trying to bill for.
3. On the middle of the page, you’ll see the listing for all your tasks – make sure the billable checkboxes are checked for those tasks.
4. Save the project (scroll down to the bottom).
5. Go to Invoices, and try to create the invoice for that project again.
6. You should see the hours appear on your invoice now.

Go to Invoices > Configure. You can upload your logo in the second box on the page (titled Company Logo). For sharpest quality, please make sure that your logo is at least 1500 pixels wide.

Whenever you create an invoice based on project hours, Harvest automatically mark all of those hours as invoiced (and the timesheets for those hours will be locked up).

You can also mark hours as invoiced via Reports > Detailed Time by running a report, then click on the button Mark hours as invoiced (note that only administrators on the account have access to those buttons).

From the same Detailed Time report, you can run reports on uninvoiced & billable hours or invoiced hours.

When invoices are created, they are set to Draft mode by default. After you send an invoice out through Harvest, or mark it as sent by clicking More Actions > Mark As Sent, the status will change to Sent. If you have not logged a payment within the billing cycle for that invoice, the invoice will appear in the Invoice Dashboard as Late.

Yes, it is possible to write-off an invoice with a partial, or total outstanding balance. On an open invoice, under More Actions, you can select the option Write-off Invoice. A notes field will pop-up, allowing you to make a record of why this amount of money is being written-off. This option will cancel the remaining balance of the invoice, and the invoice will appear as Written-off.

Yes. Go to Invoices > Report, and check the box labeled Written-off. This will create a report which shows all invoices that have been written-off for the time period you specify.

If you’d like to hide the type, quantity or unit price column on the invoice, please write us via the support form and we can make the custom configuration for your account.

Note that this change will apply to all invoices on your account (we cannot hide column on a per-invoice basis).

Deleting an invoice will simply remove it from your Harvest account. When you write off an invoice, though, you keep the balance and it becomes outstanding debts for your balance sheets. In many cases, the debts incurred from written-off invoices can be treated as expenses and deducted from your taxes, so ask your accountant if this applies to your business.

To write off an invoice:

On an open invoice, under “More Actions”, you can select the option “Write off Invoice”. A notes field will pop-up, allowing you to make a record of why this amount of money is being written-off. This option will cancel the remaining balance of the invoice, and the invoice will appear as “Written-off”.

Run a report for all written-off invoices:

1. Go to Invoices > Report
2. Click on “Create New Report”
3. For “Status” check the box “Written-off”

If you have an efax account (http://www.efax.com/), you can assign an email address to your clients account, with the payable email 
as “faxnumber@efaxsend.com”.

You will need to replace the fax number 
with your clients real fax number, including country code (example: 14155551212 for 
1-415-555-1212). You will need to assign a “send from” email address with efax, 
in order to allow the document to send from your email address.

1. Go to Manage > Account Settings.
2. Click on the button “Edit Preferences”
3. Under “Date format” you can choose the format you prefer, which will look something like this:

4. Click the “Save Changes” button, and you’re set!

1. Go to Invoices > Dashboard
2. Click into your invoice
3. Scroll down past the invoice, to the Activity Log
4. Find the entry that says “Payment received…” and click the “x” (delete) button

Your invoice will now reflect the payment due, and payments can be received again by clicking the green “Receive Payment” button in the upper right.

When Harvest emails out invoices and estimates to your clients, the email is sent to your client on your behalf. This means that Harvest sets the outbound email “From” address to your own email address. Some email systems have been known to occasionally mark these emails as spam. To combat this it may help to add the Harvest SMTP server to your own domain’s SPF record in your DNS system.

The current Harvest SMTP IP address to use is: 208.43.55.44
Please note: This IP address might change in future, and there might well be more IPs added to this list too.

Please ask your system administrator about adding the IP address above to your SPF record.

After you’ve sent your invoice online, you can set up a reminder to be sent to your client for the invoice by clicking on the “More Actions” button and then selecting “Reminder Email.”

Each recurring invoice is created with a unique ID. First, Harvest checks previous invoices that have been generated from your recurring invoice. The number of the previous invoice is incremented by one to form the new invoice ID. For example, if the last recurring invoice generated was BD1002, the next will be BD1003.

As a failsafe, the newly generated ID is also checked across all invoices in your account to assure that no duplicate IDs are created. If a duplicate is found, Harvest then checks for the highest invoice ID in your account. That ID is then incremented by one and used as the new ID.

PLEASE NOTE: if your invoice ID ends in letters, it is harder for our system to detect. Choose invoice ID’s that end in numbers for the best results.

You can watch our video on creating and tracking retainers, or you can follow the steps here:

1. Go to Invoices > Retainers.

2. Click Create Retainer.

3. Choose the client and project.

4. Create and save the invoice (see detailed instructions on how to create an invoice).

Next, you can send the invoice. Once you receive and record the payment on a retainer, the funds are added to your account, and you can draw from the retainer at any time. To draw from a retainer:

1. Go to Invoices > Dashboard.

2. Click Create Invoice.

3. Select the client, and select invoice type as “based on project hours and expenses.”

4. You will see a list of retainers for that client. Select the retainer.

5. Create and save the invoice (see detailed instructions on how to create an invoice).

6. Once saved, the invoice automatically withdraws from its retainer.

If you like, you can click Send Thank-you Message to send a copy of the invoice to your client.

You can check the retainer’s activities and history via the Invoices > Retainers section.