Harvest integrates with Zapier to automate workflows, allowing you to create invoices from triggers in other applications.
You can automate tasks like creating invoices when a project is marked complete or sending reminders based on payment status.
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.
While Harvest allows for customizable invoices, the integration with Zapier focuses more on automation than on template creation.
Yes, you can connect Harvest to various CRMs through Zapier, enabling seamless data flow and invoicing.
One limitation is that certain complex workflows may require advanced Zapier plans, and not all actions may be supported.
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.
Yes, you can set up Zaps to manage recurring invoices, automating their creation based on your specified schedule.