We appreciate that often businesses need to send tens and even hundreds of invoices on a regular basis. This process can be incredibly long and dull if you continuously need have to search for and manually enter a heap of data - especially if your contracts vary greatly client to client. 

To support businesses in these situations, Harvest offers several default values at both a client and project level to help speed up generating and sending invoices. 

Client defaults

The following invoicing variables can be saved at a client level:

• Due date 
• Taxes
• Discount

These values can be saved via Manage > Clients > Edit. Once configured, invoices created for for that client will be automatically populated with the defaults you saved.

Project defaults

The following defaults can also be saved at a project level:

• Due date 
• Taxes
• Discount
• PO number

To save these values, go to Projects > Actions > Edit. As with client defaults, if you create an invoice that includes time and materials for just one project, these values will be automatically inputted for you.

What if I have conflicting defaults?

If defaults are saved at both a client and project level, then the project defaults will take precedent. This allows you to set general rules for each client, but override these values for projects with outlier values.

Please note that if you create in invoice that includes time and materials for multiple projects, then the client defaults will be used.