Invoice App for Financial Advisors

Invoice App for Financial Advisors FAQs

• How do I create an invoice for my financial advising clients?
  You can create invoices by pulling billable hours from your tracked time directly into Harvest. Simply select the relevant entries and customize the invoice details.
• Can I set up recurring invoices for retainer clients?
  Yes, Harvest allows you to set up recurring invoices on a schedule that works for you, whether that's weekly, monthly, or at custom intervals.
• How does Harvest handle invoice templates?
  Harvest provides a simple invoice generation tool, allowing you to create and customize invoices with your branding. However, it does not support the use of dynamic fields or template variables for auto-populating information.
• What payment methods can my clients use with Harvest invoices?
  Your clients can pay invoices online using Stripe or PayPal, making the payment process quick and easy.
• Can I include tax rates on my invoices for clients?
  Yes, you can add tax lines to your invoices. However, you will need to manually set the tax rates as Harvest does not automate tax calculations.
• What limitations should I know about using Harvest for invoicing?
  One limitation is that you can only have one brand per Harvest account, so if you work with multiple brands, you'll need separate accounts for each.
• Can I create different billing rates for various clients in Harvest?
  Yes, Harvest allows you to set different billing rates for each client or project. This flexibility ensures that you can accurately bill clients based on their specific agreements and requirements.