There’s no need to delete unused rows they won’t show on the final invoice. Add the line items you need, and link your line items to projects, if necessary.Make sure Single invoice is selected at the top of the form, then click Next step.Select Create a free form invoice, then click Next step.You can use free form invoices to bill clients who aren’t associated with an active project in your Harvest account. Create a single invoice from a blank template Note : Invoices will automatically round your time entries if you have time rounding turned on. You can send your invoice right away, or save a draft and send it later. If you’re invoicing for a Fixed Fee project, you can also view some project details to help you invoice. On the draft invoice, you can specify details like due date and taxes.If you have a retainer for the client or project, indicate if you want to draw the invoice’s balance from the retainer.You can also attach this report once the invoice is saved if you don’t do it during this step. If you choose to include expenses, you’ll have the option to attach an expense report, which will include any uploaded images of receipts.Harvest will remember the preferences you chose the last time you created an invoice for this client.If you’re including expenses, select the expenses to include and how you want those displayed.If you’re invoicing for a Time & Materials project, select which hours you want to include and how you’d like them displayed.Select which project(s) you want to invoice.Make sure Single invoice is selected at the top of the invoice form.Only billable expenses can be included on invoices.Rates must be entered on your project in order to calculate your billable totals.Tasks must be checked as billable on your project (which you can edit from the Projects section) in order to be pulled into an invoice.Select the option to Create an invoice for tracked time, expenses, or fixed fees, then click Choose projects.Click New invoice and pick your client.Create a single invoice for tracked time, expenses, or fixed fees You can tell Harvest which of a client's time, expenses, or fixed fees you'd like to include on their invoice. Managers can create invoices for projects they manage if they have permission to create invoices. Note: Administrators can create invoices for all clients. This article covers how to create single invoices, but you can also create recurring invoices in Harvest.ĭon’t see the Invoices section your account? Learn how to enable sections of Harvest. Learn how to create and send invoices with our step-by-step directions.
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