Invoice Software for Insurance

Invoice Software for Insurance FAQs

• How can Harvest help with insurance invoicing?
  Harvest allows you to track billable hours and expenses, then easily convert them into invoices tailored for your insurance clients.
• Can I set up recurring invoices for insurance clients?
  Yes, you can create recurring invoices in Harvest for clients with ongoing services, ensuring timely billing without repeated manual entries.
• How does Harvest manage project timelines?
  Harvest enables you to set up projects with start and end dates, and you can track the time spent on each project. However, it doesn't provide advanced Gantt chart features or detailed project management capabilities; it focuses mainly on time tracking and invoicing.
• What payment options does Harvest support for insurance invoices?
  Harvest supports online payments via Stripe and PayPal, allowing your clients to pay directly from the invoice with one click.
• Can I track expenses related to insurance claims?
  Absolutely. You can enter and categorize expenses in Harvest, making it easy to bill clients for any costs associated with their claims.
• Is there a limitation on invoice customization for insurance?
  Yes, Harvest doesn't support dynamic fields like client names or project names in invoice titles or subjects, which may limit some customization.
• Is there a way to track expenses related to projects in Harvest?
  Yes, Harvest allows you to log expenses associated with specific projects. You can categorize these expenses and include them in your invoices, helping you to bill clients accurately for any costs incurred during the project.
• Does Harvest support multiple currencies for insurance invoices?
  Yes, Harvest allows you to set different currencies for each client, so you can invoice insurance clients in their preferred currency.