How can I subtract an amount from or add a credit to an invoice?
Subtracting an amount (negative line item)
If you prepend your Unit price amount with a minus sign, Harvest will automatically subtract that amount from your invoice total. To apply this negative line item to your invoice:
- Head to Invoices > Overview and click the invoice you need to edit.
- Click the Edit invoice button in the top left of the invoice.
- Click the Add row button that appears at the bottom of your line item list.
- Enter your description.
- In the Unit price column, enter a minus sign (-) and the monetary amount you’d like to subtract from your total.
- Update invoice.
Adding a credit
Harvest doesn’t have a credit note feature or a way to specifically track credit. The best way to issue a credit to your client is to deduct the credit from their next invoice. You can do that by editing your invoice to add a line item with a negative value, as shared above.