Today we are introducing a new feature for you to set up scheduled, recurring invoices, which Harvest will automatically create and send for you. Let’s say you bill your customer monthly for a retainer, now you can create a recurring invoice, and each month on a scheduled date, Harvest will send your client the invoice automatically. You will have less things to worry about, and the recurring invoice dashboard will help you keep track of all your periodic billing in one place.
How does it work?
Navigate to Invoices > Recurring, click on the button “Create recurring invoice“. Choose a client, and you’ll see the invoice form, which is very similar to the normal invoice form except for an extra section on top for you to choose the start date, frequency and recipient for the invoice.
You can also create a recurring invoice out of an existing invoice: go to any of your invoices in Harvest, and along on top where all the buttons are - you’ll see a new button that says, “Create recurring“. Click on that, and Harvest will automatically pull all that data into the recurring invoice form.
We hope you find this new feature useful!
This month’s New Founders:
8 Comments
Ethan / 11 September 2008
Thats great!! Now how about recurring projects too?
We have monthly retained projects where the hours reset to zero every month.
Avner / 13 September 2008
Nice one!
I’m considering being your customer and I just downloaded the free trial.
Recurring Invoice are very useful.
there 2 more features missing for me:
1. recurring expanses
2. more organized tasks - when I look on tasks I would like to see it by project and change the priority.
but again, very nice product!.
thanks, Avner
Jonathan / 15 September 2008
Great Stuff,
Would definitely love some recurring expenses - I have tons of them, like Harvest subscription!
Brad Pollard / 20 September 2008
Wonderful, thanks Harvest folks.
We now really need task estimates/quotes : with client approval process.
Vernal / 22 September 2008
Awwwwwww yes. Awesome and wonderful. Goodbye Blinksale, may your dormancy haunt me no more.
Gary Cheeseman / 23 September 2008
Excellent feature. I already liked your services, but this is a great addition.
Aaron G / 29 September 2008
My firm was getting tempted to roll our own invoicing app to do our time tracking AND recurring invoicing. You just locked us in to Harvest for a long time, and we’re happier for it.
Roger Peatling / 13 October 2008
excellent upgrade thanks! using it loads!
Can we have invoice reminder emails - automated reminders that get sent out to clients based on the invoice credit terms. In the current environment I am sure everyone would want this!!!!