Invoicing Software for Accounting Firms

Invoicing Software for Accounting Firms FAQs

• How can Harvest help streamline invoicing for my accounting firm?
  Harvest simplifies the invoicing process by allowing you to pull billable hours directly into invoices. You can customize line items to reflect detailed work or summarize by project.
• Does Harvest support recurring invoices for accounting firms?
  Yes, you can set up recurring invoices in Harvest, which is helpful for clients with ongoing services, ensuring consistent billing without manual input each time.
• 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.
• What payment options can I offer clients using Harvest?
  Harvest integrates with Stripe and PayPal, allowing your clients to pay invoices online easily. You can choose to enable these payment options for each invoice.
• Can I apply specific tax rates to invoices for my accounting clients?
  You can add tax lines to invoices in Harvest; however, you will need to set the tax rates manually as Harvest does not automate tax calculations.
• How does Harvest handle invoice customization for accounting firms?
  You can customize your invoices by adding your firm's logo, adjusting line items, and including terms specific to your client agreements.
• 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.
• What are the limitations of using Harvest for my accounting firm's invoicing needs?
  One limitation is that Harvest only allows one brand per account. If your firm has multiple brands, you'll need separate accounts for each.