Invoicing Software for Insurance

Invoicing Software for Insurance FAQs

• Can I manage multiple insurance clients with Harvest?
  Yes, you can create separate invoices for each insurance client and track their payments individually.
• How do I add insurance-related expenses to my invoices?
  You can easily track expenses related to your insurance work and include them as line items in your invoices.
• 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 set up recurring invoices for insurance clients?
  Yes, Harvest allows you to create recurring invoices, making it easier to bill clients on a regular basis.
• Does Harvest support VAT for insurance invoices?
  Harvest allows you to add tax lines to your invoices, but you'll need to set your own VAT rates as it doesn't automate tax calculations.
• Can I generate professional invoice templates for insurance?
  Yes, you can customize invoice templates with your logo and specific line items tailored to the insurance services you offer.
• 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 insurance invoicing?
  Harvest is best for service-based invoicing and doesn't support bulk invoicing or multi-brand accounts, which may be a limitation for larger insurance firms.