Ability to create, edit and send invoices in Harvest
complete
Tariq Soliman
I received feedback from Doug and Cari regarding Harvest.
They want way more ability for HTAs to edit and issue invoices in Harvest. Specifically, the ability to create, edit, and send an invoice without having to loop his CSM in (ex: night client call, working on Sunday and wanting to send it, etc.)
Lauren LaVan
updated the status to
complete
Hi everyone -- We added the ability to view/edit and send final invoices directly from the portal. You can find the final invoices on the client's engagement, taxpayer, and client proposals page.
And now, if you need to send your client a direct link to their final invoice, you no longer need to dive into Hubspot or ask your CSM. Copy the link to the final invoice directly from the portal.
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Lauren LaVan
updated the status to
under review