Automated Invoice Template

Frequently Asked Questions

• Can I customize the automated invoice template?
  Yes, you can customize the template by adding your logo, choosing line items, and setting tax rates and discounts.
• What formats can I download my invoices in?
  You can download your invoices as PDFs for easy sharing with clients.
• Can I export my invoice data from Harvest?
  Yes, Harvest allows you to export invoices, but note that bulk export capabilities for UBL invoices are limited to one at a time.
• How do I set up recurring invoices with the template?
  You can set up recurring invoices by selecting a schedule (weekly, monthly, or custom) when creating your invoice.
• Can I preview the automated invoice before sending it?
  Yes, you can preview the invoice to ensure all details are correct before sending it to your client.
• How does Harvest keep my data secure?
  Harvest employs industry-standard security measures, including encryption and secure data storage, to help protect your sensitive information.
• What limitations does the automated invoice template have?
  Currently, you can't use dynamic fields for unique invoice subjects, meaning each invoice subject must be manually entered.