Invoicing can be a painful process, requiring a considerable amount of repetitive, manual tasks. To help speed up this process, Harvest allows default values to be saved at both a client and project level.

Defaults are available for the following fields:

• Due Dates
• Taxes
• Discounts

Client Defaults

In many cases, these values will be standardised across all invoices for a particular client, which is why you can now configure these values through Manage > Clients > Edit. Save the values you need for each client, and whenever you create a new invoice for them, these fields will be automatically filled with your desired input.

Project Defaults

We appreciate that while these values will often remain the same in all invoices for the same client, there are always exceptions for specific projects. This is why we have also provided default fields for these values at a project level, as well as for PO numbers. You can configure these values via Projects > Actions > Edit.

Which default is used? Client or Project?

When defaults are set at both the client and project level, the project default will take priority and be used in new invoice drafts. This allows users to set standard processes for a client, but also account for outlier projects with ease.

With invoicing defaults, it is now possible to generate invoices in just a couple of clicks, without having to remember a range of terms and conditions for each client!