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Posts by Vladimir Andrijevikj:

Some Great Updates for Stripe Users

We’re excited to tell you about some recent updates our team has implemented for our Stripe integration. As many of you know, Stripe is one of the payment gateways we integrate with here at Harvest. It allows your clients to easily pay your invoices online, making the process of getting paid quickly a breeze. Let’s jump in!

First, we’ve been able to improve data security by changing the way that Harvest talks to Stripe. Without taking you too far “into the weeds,” we no longer store an access token for each Harvest account that is connected to Stripe. This means that we’re storing less sensitive data on our side, making an already secure system even more secure.

Secondly, we’ve fully integrated Stripe’s newly supported currencies. Back when we first built this integration, Stripe had more limits on which currencies could be used and by who. For example, Stripe accounts in Canada could charge in US dollars and Canadian dollars, but they couldn’t charge in British pounds. Today, thanks to Stripe’s expanded currency support, Harvest users can now charge their clients in their native currency in over 135 countries.

We hope that you are as excited as we are about these changes! If you have any questions, be sure to reach out.

Link Your Invoices to Projects

Recently, we’ve been working to overhaul a lot of the code that powers Harvest invoices. Today I am excited to tell you about the first visible change as a result of that work: you can now link an invoice to a project in Harvest!

A New Invoices Tab for Each Project

With this feature, the first thing you’ll see is a new Invoices tab on the pages for your projects. From here—yep, you guessed it—you can see all invoices that are linked to the project. If an invoice is linked to multiple projects, it’ll appear on the Invoices tab for all of them!

This improved organization gives you quick insight into how much your projects have earned thus far. And if you budget in money, it’ll be much easier to compare it against your invoiced amount.

Linked Invoice

For each project, you’ll see just the invoiced amount that applies to it. This Invoices tab will be visible only to administrators and project managers with create invoice permissions. As usual, project managers will see only draft invoices they created.

How We Link an Invoice to a Project

Here’s how the linking works:

  • When you create a new invoice, or edit an existing one, you’ll see a new dropdown under the description for each line item.
  • This dropdown lets you pick the project that a line item relates to, and it establishes the link!
  • If you are invoicing based on tracked time, we do this work for you – the project is automatically set on each line item, so you don’t have to do any extra work.

Linked Project

Details to Know

A couple of notes about linking:

  • Invoices you made before this change won’t be linked to projects. The good news is that it’s easy to link existing invoices on your own. Just go to your project’s new Invoices tab. Then click Link Invoice. Or, edit your invoice and pick the appropriate project for each line item.
  • The linked project for each line item will not appear on the invoice that your clients see. The view your clients see will continue to look and function as it always has. We’re just adding this link on your side of things.

We’re excited about this feature, and hope it helps you better organize your billing! This is just the beginning of some invoice improvements that we’re working on, so we’re eager to hear your feedback!