Retainer Invoice Template

Retainer Invoice Template FAQs

• Can I use a retainer invoice template for different clients?
  Yes, you can create a retainer invoice template in Harvest for each client. Customize details as needed for every project.
• How do I customize my retainer invoice template?
  You can add your logo, adjust line items, and set payment terms in the template. This makes it easy to match your brand.
• 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.
• Can I automate sending retainer invoices?
  Harvest doesn't automatically send retainer invoices, but you can save a template and easily send it whenever needed.
• Is there a free retainer invoice template available?
  Yes, Harvest offers a free invoice generator. You can create and download a retainer invoice template without signing up.
• What limitations should I be aware of with retainer invoices?
  Harvest doesn't support dynamic fields in the invoice subject. You can't use template variables like project names in the subject line.
• 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.