Collaborative Invoice Template

Collaborative Invoice Template FAQs

• How can I customize my collaborative invoice template?
  You can add your logo, adjust line items, set taxes, and apply discounts to fit your branding and billing needs.
• Can multiple team members edit the same invoice template?
  Yes, team members can collaborate on invoice templates, making it easy to update details and share drafts before sending.
• Can I integrate Harvest with my accounting software?
  Yes, Harvest can sync invoices with accounting software like QuickBooks Online and Xero, streamlining your financial management.
• What formats can I download the collaborative invoice in?
  You can download your collaborative invoice as a PDF, making it easy to share or print.
• Is there a limit to how many collaborative invoice templates I can create?
  There's no set limit on templates, but remember that each Harvest account can only have one logo per account.
• What are the limitations of Harvest invoicing?
  Some limitations include the inability to use dynamic invoice fields, and only one logo or brand name per account, necessitating separate accounts for different brands.
• Can I preview the invoice before sending it to clients?
  Absolutely, you can preview your invoice to ensure everything looks correct before sending it out.
• Are there any limitations on invoice customization?
  You can't use dynamic fields like project names in the invoice subject, which limits some personalization options.