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#HARVEST APP RECURRING INVOICE PROFESSIONAL#
#HARVEST APP RECURRING INVOICE FREE#

#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.

For any invoice type, a line item linked to the project will reduce its uninvoiced amount.

If you’d like to manually reduce the uninvoiced amount, you can do that by running either a detailed time report or an expense report and marking the hours/expenses as invoiced.

Line items manually linked to the project on an invoice won’t reduce the project’s uninvoiced amount.

However, linking line items to a different project will still reduce the uninvoiced amount of the original project-the project to which the time and expenses are tracked-and won’t affect the uninvoiced amount of newly linked projects.

Note that you can link line items on this type of invoice to other projects for the client.

An invoice for tracked time and expenses will reduce the project’s uninvoiced amount.

Linked line items affect a project’s uninvoiced amount differently depending on the project type and the type of invoice. How invoice-project linking affects a project’s uninvoiced amountĮvery billable project also shows an Uninvoiced amount on the project analysis page. If an invoice is linked to multiple projects, the Pre-tax amount column in the Invoices tab will display only the amount applied to the project you’re viewing. All line items for that invoice will be linked to the project. There, click the Link invoice button, then select the invoice you’d like to link. You can link an invoice to a project from the Invoices tab on the project analysis page. This tab will show you all invoices linked to the project. Linking invoices to projects from the invoices tab on the project analysis pageĮvery billable project will have an Invoices tab on the project analysis page.

After you save the invoice, you’ll see a link back to the project at the top of the invoice page.

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.