Customizing Sender Information for Invoices and Estimates
If you’re a Regular User, check out our Regular User resources.
When you send invoices and estimates to your clients via Harvest, the emails will display your name but always come from
email@example.com (see this FAQ for more information on why). We set your email address as the reply-to address so that when a client replies, their message will be sent directly to you.
You can use the default reply-to information (the name and email address you use for your Harvest account), or you can change the sender name and configure a different reply-to address. You can also add additional names/addresses and select one as a default in Invoices > Configure > Company Information > Send Messages As.
This is what your client will see if you want your correspondence to appear to be from your billing department, for example:
If you add multiple combinations of names and email addresses, you’ll be able to select one of them from the Send As menu whenever you send an invoice or estimate: