Customizing sender information for invoices and estimates

This article is for Administrators. Learn more about permissions. If you’re a Member, check out our Member resources.

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 add additional names/addresses and select one as a default from Invoices > Configure > Company information > Send messages as.

If you add multiple senders, you can select one of them from the Send as menu when you send an invoice or estimate.

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