How To Update Or Delete A Recurring Service Plan Invoice In Harvest

Who: This process is for the Office Administrator to undertake

What: It shows you how to update or delete a recurring Service Plan invoice in Harvest

When: Undertake this process whenever a client's Service Plan and/or rates change, or they no longer need a recurring invoice

Why: This process is completed to ensure that invoices for service plan client's are up to date and going out with the correct information

Updating a Service Plan invoice

If a client's service plan changes, their rates change or they set up a direct debit, then we need to update their recurring invoice to reflect these changes.

1. In Harvest click on the Invoices tab, and then the Recurring tab

2. Find the Service Plan invoice you want to update and click on it

3. Update the required fields you need to change eg if the service plan has changed from 10 to 25 hours, you will need to update the Subject, the Description and the Unit Price, as well as updating any applicable hourly rates noted in the Description

4. Once you have done all the updates you need to, click on the green Update invoice button

Deleting a Service Plan invoice

If a Service Plan client leaves us, or the move to being a Flexi Plan client, then we will need to delete their recurring invoice from Harvest after their last invoice has been issued.

1. In Harvest click on the Invoices tab, and then the Recurring tab

2. Find the Service Plan invoice you want to update and click on it

3. Scroll down to the bottom of the page and click on the red Delete invoice button