White labelling your invoices

Please note that white label features are in the process of being rolled out, so be aware that you may not have access to them yet. For those who do have access, the following features can be accessed through Invoices > Configure.

Appearance

Look & Feel

The Look & Feel section allows you to choose whether to continue with a Harvest-branded invoicing experience, or apply your own customized styling to invoices and client communications. 

  • Brand color - choose a color to apply to invoice titles and buttons across user emails and the client dashboard.
  • Background color - choose a color for the background of invoices and client communications.
  • Banner - upload a JPG, GIF, or PNG that reflects your brand identity, and it will appear at the bottom of invoices, and at the bottom of client emails in place of the 'Powered by Harvest' footer.

To assist in styling decisions, users can send themselves a test email, or preview the client dashboard for full clarity on how styling choices will look.

Show Invoice Columns

If you wish to exclude columns from your invoices, you now have more license to do so. Choose whether to include or hide:

  • Item type
  • Description
  • Quantity 
  • Unit price
  • Amount

Changes to these settings will be accounted for in the invoice preview so you can see how the invoice will appear.

Messages

Send messages as

Connect an email address to set as the reply-to address for invoice emails. When a client needs to follow up on an invoice, it will fall directly into your mailbox.

 

 

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