Invoice App for Retainer Clients

Invoice App for Retainer Clients FAQs

• How do I set up recurring invoices for retainer clients?
  You can easily create recurring invoices in Harvest by selecting the frequency (weekly, monthly, etc.) when setting up the invoice.
• Can I add different services to my retainer invoices?
  Yes, you can include multiple line items for various services in your retainer invoices, making them clear and detailed.
• 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 options are available for retainer clients?
  Retainer clients can pay directly through the invoice using online payment options like Stripe and PayPal.
• How can I manage retainer agreements in Harvest?
  While Harvest doesn’t manage contracts, you can track billable hours and expenses related to retainer agreements and invoice accordingly.
• Can I customize my invoices for different retainer clients?
  Yes, you can customize each invoice with your logo, specific line items, and any discounts as needed.
• 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.
• What limitations should I be aware of for retainer invoicing?
  Harvest does not support partial payments for retainer invoices; clients must pay the full amount due on each invoice.