Harvest links with HubSpot to pull client information directly into your invoices. This streamlines your billing process by integrating your CRM with your invoicing.
Harvest syncs client information from HubSpot, allowing you to create invoices using the data without manual entry.
Yes, you can pull client details directly from HubSpot contacts when generating invoices in Harvest.
You can personalize your invoices with your company logo and color scheme, but Harvest accounts are limited to one brand name per account. If you have multiple brands, separate accounts will be needed for each.
You can sync client names, email addresses, and project details from HubSpot to Harvest for invoicing.
Yes, you must have a HubSpot account to enable the integration and sync your client data.
Harvest only syncs basic client details; more advanced data transfers require manual entry or additional tools.
Harvest does not charge transaction fees for payments made through its platform, but the payment processors, like Stripe and PayPal, may charge their own fees based on the transaction amounts. It's best to check their respective pricing pages for details.