Invoice App for Salesforce

Invoice App for Salesforce FAQs

• How does Harvest integrate with Salesforce for invoicing?
  Harvest connects with Salesforce to pull data, allowing you to create invoices directly from your tracked time and expenses in Salesforce.
• Can I automate invoice creation in Salesforce using Harvest?
  Yes, you can set up Harvest to generate invoices automatically based on your tracked hours and expenses, making the process more efficient.
• 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 currencies does Harvest support for invoices created in Salesforce?
  Harvest supports multiple currencies, so you can set the appropriate currency for your clients when creating invoices through Salesforce.
• Can I send invoices directly from Salesforce using Harvest?
  No, invoices created in Harvest must be sent from the Harvest app. However, the integration allows easy data transfer from Salesforce.
• Are there any limitations when using Harvest with Salesforce?
  Harvest supports one brand per account, so if you need different logos for multiple brands, you'll need separate Harvest accounts.
• 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.