Invoicing Software for Financial Advisors

Invoicing Software for Financial Advisors FAQs

• How can Harvest help me bill my financial clients?
  Harvest allows you to track billable hours and expenses, which you can then easily convert into invoices for your financial clients.
• Can I create recurring invoices for my advisory services?
  Yes, Harvest lets you set up recurring invoices on a schedule that fits your advisory services, so you can automate regular billing.
• 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 my clients use with Harvest invoices?
  Your clients can pay invoices online using Stripe or PayPal, making it convenient for them to settle their accounts.
• Does Harvest support multiple currencies for international clients?
  Yes, Harvest supports multiple currencies, so you can invoice clients in their preferred currency.
• What limitations should I know about when using Harvest for invoicing?
  Harvest doesn't support partial payments; clients must pay the full invoice amount at once, which might limit flexibility in some billing situations.
• 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.