Invoice App with Salesforce Integration

Invoice App with Salesforce Integration FAQs

• How does Harvest integrate with Salesforce?
  Harvest integrates with Salesforce by allowing you to sync client data and create invoices directly from your tracked time. This connection simplifies the invoicing process.
• Can I pull client information from Salesforce into Harvest?
  Yes, you can pull client information from Salesforce into Harvest. This ensures that your invoice data is accurate and up-to-date.
• Can I personalize my Harvest account's branding?
  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.
• What types of invoices can I create with this integration?
  You can create various types of invoices, including hourly, fixed-price, and recurring invoices, using the data pulled from Salesforce.
• How do I track my time for Salesforce projects?
  You can track your time directly in Harvest for projects linked to Salesforce, making it easy to generate accurate invoices based on your billable hours.
• Are there any limitations to the Salesforce integration?
  One limitation is that Harvest's sync with Salesforce is one-way; changes made in Harvest do not automatically update in Salesforce, so you'll need to manage those separately.
• What types of payment processing fees should I expect with Harvest?
  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.