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Save default options for what to include on an invoice

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It would save time if I didn’t have to select the includes every time I create an invoice. I’m referring to the second step, where you can choose Project, Date, Task, People, Description. I always modify these checkboxes in exactly the same way; how about remembering my choices for the next time?

Also split out date and time as separate options. I want to show the date of service on my invoice line items, but not the exact start and stop times.

Just a couple of ideas that would make Harvest even faster for me. Thanks!

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My suggestion would be to take invoice defaults one step further and save settings on a per project basis. For professional services, each customer/project has slightly different invoicing requirements that are negotiated on a case-by-case basis.

I think FreshBooks has such a feature — sorry, I had to say that to make sure that I really got the Harvest team’s attention ;)

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Ouch, Jim. :)

Noted.

 
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