You can create Zaps that automate the creation of invoices in Harvest based on triggers from other apps, like time tracking or project management tools.
You can use triggers for completed tasks, new time entries, or completed projects to automatically generate invoices in Harvest.
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.
Yes, while Harvest invoices can be customized with your logo and line items, any automation through Zapier will follow the same template you've set up in Harvest.
One limitation is that Harvest invoices created via Zapier can't have dynamic fields or template variables; you'll need to set those manually in Harvest.
Yes, you can create Zaps that pull in expense data from other apps, turning them into invoices 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.
Harvest supports multiple currencies, so you can set the currency for each client when creating invoices through Zapier.