Milestone-Based Invoice Template

Milestone-Based Invoice Template FAQs

• How do I create a milestone-based invoice in Harvest?
  To create a milestone-based invoice, track your project milestones in Harvest, then select them when generating the invoice. It pulls in the relevant details automatically.
• Can I customize the line items for each milestone?
  Yes, you can customize the line items in your invoice to reflect the specific milestones and any associated costs. This helps clients see exactly what they are paying for.
• How do I set up my billing rates in Harvest?
  You can set up billing rates for different clients, projects, or team members in Harvest by navigating to the rates section under your account settings. This allows you to customize how you bill for your time and expenses according to your specific needs.
• Is there a free version for milestone-based invoicing?
  Harvest offers a free trial, which allows you to create milestone-based invoices. To unlock full features, you would need to subscribe.
• Can clients pay directly from milestone invoices?
  Yes, clients can pay online directly from the milestone-based invoice using integrated payment options like Stripe and PayPal.
• What if I need to change a milestone after invoicing?
  You can adjust the invoice as needed, but keep in mind that changes may require you to resend the invoice to the client.
• Can Harvest help me with client communication?
  While Harvest is primarily a time tracking and invoicing tool, it does allow you to send invoices and reminders directly to clients via email. However, it does not have built-in features for comprehensive client communication beyond invoicing.
• Are there any limitations with milestone invoicing in Harvest?
  One limitation is that you can't use dynamic fields for invoice subjects or details, so you have to enter them manually for each invoice.