It provides your clients a front end place to view their invoices, estimates, and payment history.
#Harvest app recurring invoice pdf#
Other notable features that I use: allow a client to specify payment amount, adding attachments to estimates and invoices-I just use this feature for the PDF invoices-Zapier integration, client area.
Then I got the idea to start integrating this into projects-for clients who didn’t mind paying via credit card, most clients still prefer sending a check. I started off setting up clients to signup for recurring billing. Recurring payments on maintenance accounts, or even recurring payments on projects is soooo nice and it works painlessly. The recurring invoices are nice, obviously. In fact, Freshbooks only rolled this feature out recently. Recurring payments? Hardly any solution for freelancers or agencies does this. Recurring invoices are nothing new and SI handles that. I want to take a moment to talk about recurring payments and invoices. It’s a no brainer and makes tracking time so much easier being able to create projects and sync time to Toggl, from within your WordPress using Sprout Invoice is pure joy! This integration is built into SI. They make a Chrome Extension, Mobile Apps for iOS and Android, and have native desktop apps, too. SI doesn’t really need a time tracking solution (although it is built in), but having a top-notch API-driven service like Toggl handle it makes sense. So what are some things that make SI so damn compelling to me? Beyond the self-hosted WP platform, there’s quite a bit. Within about ten minutes I had imported my important data, clients, and transactions and was ready to start taking payments.Īny invoicing solution should allow for importing and setting up of a variety of invoicing options. This part was also straight forward and easy. Next I went to setup my payment settings for Paypal and Stripe (paid add-on). SI has importers for Harvest, Freshbooks, and WP-Invoice as well. The first thing I did was imported my csvs for clients, invoices, and payments.
#Harvest app recurring invoice how to#
The getting started section is where you enter your license key and read some informational stuff about how to get started. Once you have Sprout Invoice (SI) installed it looks pretty much like any other WordPress plugin, no crazy UI elements (read: Jetpack), just familiar tabs. To answer that, I think it helps to bullet-point the features I liked. So what was it about Sprout Invoice that I liked so much?
In fact, there is no shortage of self-hosted invoicing systems that can do the job. There’s stuff out there like Pancake App, which checks off most all of my boxes in terms of what I would want in a self-hosted solution. I’ve never found a truly viable solution. Something I’ve always wanted to have was a self-hosted setup where clients could log in, take a look at their invoices, estimates, support tickets etc. Two years ago I switched to a tool called CashBoard. For PM, some years back, I landed on Asana. How often is that? Once-a-year obviously! Okay, that’s a little gross, but I’ve been known to change tools quite a bit. I change project management tools and invoicing solutions as much as I change my pants. I’d seen WP-Invoice and a couple others and didn’t really inspire enthusiasm. I wrote up his sponsor post and noticed that it was invoicing for WordPress. This guy named Dan Cameron and his company Sprout Apps. There was one sponsor I wasn’t familiar with. I was furiously wrangling our sponsors for monies to pay for all the stuff that needed to be paid for.
Some you, though? Some of those ears will perk right up, yes they will! I’ll tell you about my last 6-months, when I shifted all my stuff over to self-hosted invoicing and document signing for all the stuff we do here, at DigiSavvvy. Some of you will probably roll your eyes. What are we going to talk about? Invoicing and document signing, of course! I know, I know. Today’s post is aimed at my fellow agency owners and freelancers.
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