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Help & Support - The one place for all your questions about Harvest.

Go to Invoices, click on the big Create Invoice button. Choose your client, and you’ll see the two options: “Based on project hours and expenses” and Free-form, open invoice. The first option is for creating an invoices based on your hours; and the free-form invoice is perfect for you to create a flat-fee invoice.

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.

Yes, you can! To add a second tax on an invoice, first click on Apply tax to invoice, and you’ll see an input box for your first tax. You’ll also notice a link Apply another tax, which, if you click on it, will show you the input box for the second tax. You can also specify your default taxes via Invoices > Configure, under the section Default Settings.

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”