Proforma Invoice Template

Proforma Invoice Template FAQs

• What details can I include in a proforma invoice?
  You can include item descriptions, quantities, prices, and any applicable taxes or discounts in your proforma invoice.
• Can I customize the layout of my proforma invoice?
  Yes, Harvest allows you to customize your proforma invoice template with your logo and preferred line item display.
• 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.
• How do I download my proforma invoice?
  Once you create your proforma invoice in Harvest, you can download it as a PDF for easy sharing.
• Can I send the proforma invoice directly to clients?
  You can sign up for Harvest to unlock the feature for sending proforma invoices and accepting online payments.
• 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 the proforma invoice template?
  Harvest's proforma invoice does not support dynamic fields or multiple branding logos; each account can only have one company name.