
#HARVEST APP RECURRING INVOICE PROFESSIONAL#
Invoices that draw from it can be applied only to that specific project.Wow clients with professional invoices that take seconds to create If your retainer applies to only one of a client’s projects Invoices that draw from it can be linked to any of that client’s projects.

If your retainer applies to all of a client’s projects Invoices that draw from retainers cannot be unlinked from the projects they’re related to. However, invoices that draw from retainers can be linked to projects. Retainer invoices (which deposit funds into a retainer) can’t be linked to projects. When the recurring invoice is generated, it’ll appear in the related project’s analysis page, just like a regular invoice. However, if you create a recurring invoice template for a Time & Materials project, that project will be automatically linked to the line items related to time and expenses tracked to the project. In either case, you can manually link invoice line items to projects via the Linked project dropdown menu below each line item description.
#HARVEST APP RECURRING INVOICE FREE#
When you create a recurring invoice, you'll have the option to create a free form recurring invoice or a recurring invoice that pulls in time and expenses from Time & Materials projects.

If you created an invoice for tracked time and expenses, the project dropdown will default to the line item’s related project.Rather, it simply means that the line item(s) will now appear under the Invoices tab for a different project. Note that changing the project connection on the invoice does not change related time or expense entries. To change the project-to-line-item connection, just choose any of the client’s other projects from this dropdown.This dropdown shows you which project the line item is linked to. When you create or edit an invoice, you’ll see a Linked project dropdown menu below each line item.

How invoice–project linking works Linking invoices to projects directly from an invoice If it is not linked to a project, it will not show up on the Analysis page or reduce the project's uninvoiced amount. If an invoice is linked to a project, it’ll show up in the Invoices tab of the project’s Analysis page. When you create or edit an invoice, you can link its line items to projects.
