Invoice App for Financial Advisors

Invoice App for Financial Advisors FAQs

• Does Harvest support SEC compliance for invoices?
  Harvest does not specifically automate compliance with SEC regulations. However, you can customize invoices to meet your needs and ensure compliance manually.
• Can I create recurring invoices for my clients?
  Yes, Harvest allows you to set up recurring invoices. You can schedule them to be sent at custom intervals to streamline billing for ongoing services.
• Can I customize my invoices in Harvest?
  Yes, Harvest allows you to customize your invoices by adding your logo, adjusting line items, and applying taxes and discounts as needed.
• What payment methods can my clients use with Harvest invoices?
  Clients can pay invoices online using Stripe or PayPal. This makes it easy for them to settle their bills quickly.
• Can I customize invoices for different fee structures?
  Yes, Harvest offers flexible line items that allow you to detail your billing based on different fee structures, making it adaptable for various client agreements.
• Is there a limit on the number of invoices I can send?
  There is no limit on the number of invoices you can create and send with Harvest. However, the free plan has some limitations on features.