Customizing sender information for invoices and estimates

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When you send invoices and estimates to your clients via Harvest, the emails will display your name but always come from (see Can my invoices and estimates be sent from my email address? 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:

How Clients See Sender Info

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:

Send-As Menu

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