6 / Mark Applicable Clients As Invoiced In Harvest

Service Plan clients that are under hours for the month, as shown in the EOM Time Analysis Spreadsheet

Recurring Monthly Fixed Fee clients:

• • Carol Pirika TA CP Movement (Digital Marketing Services)

  • Chloé and Ludvig (Digital Marketing Services)

  • Gravelroad (Bookkeeping Services)

  • KNY Limited (Bookkeeping Services)

  • Shiny Enterprises Limited (Digital Marketing Services)

  • Virtual Assistant Network New Zealand Limited (Bookkeeping Services)

Special waived clients:

• • None at this time (May 2025)

Open Harvest > Reports > Uninvoiced

Select Month view and go to the month you are invoicing for

Select the tick box option to show Projects With Balance Only

Select the decimal figure in the Uninvoiced Hours column of the client you need to mark as invoiced. NOTE: This will open the detailed time report for that client. Always open in a separate tab (Ctrl + right-click on mouse) otherwise you will have to go through steps 1-3 as well as 4-9 for every client you want to mark as invoiced

Select Actions from the right-hand side above the hours column

Select Mark all hours as invoiced from the drop-down

On the pop-up select the green Mark Hours as Invoiced button (ref pic below)

Close the detailed time report tab for that client and return to the uninvoiced reports tab

Refresh the screen

Repeat steps 4-9 until all applicable clients have been marked as invoiced