Invoice Generator for Financial Advisors

Invoice Generator for Financial Advisors FAQs

• Can I create recurring invoices for my financial advisory services?
  Yes, Harvest allows you to set up recurring invoices on a schedule that fits your billing cycle, making it easy to manage ongoing client relationships.
• How do I add tax to invoices for my financial advisory clients?
  You can add tax lines to your invoices in Harvest. However, you'll need to set your own tax rates, as Harvest doesn't automate tax calculations.
• 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.
• Can I use the invoice generator for different currencies?
  Yes, Harvest supports multiple currencies, so you can set the default currency for your financial advisory invoices based on your clients' needs.
• Is there a free trial for using the invoice generator?
  Yes, Harvest offers a free trial. You can explore the invoice generator and its features before committing.
• What are the limitations of the Harvest invoice generator?
  One limitation is that Harvest allows only one brand per account, so if you need different logos or company names, you'll need separate 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.