Installation & Configuration
- Set your Harvest token in the plugin.
- For any customer you want to allow for viewing invoices or estimates, update their Harvest client ID. Make sure it’s on their user record.
- Use the plugin short codes to embed the open invoice list. You can also embed the open estimate list. Add the short codes to a page that requires a user to be logged in. We use it on the SureCart customer dashboard.
Admin Usage
- To allow showing of Harvest data for a new client or customer just update their Harvest client id on their user record
Client Usage
- Clients will see open invoices and/or estimates. This depends on how you have set up your short codes. Alternatively, they see a message indicating they have no activity by category.
- Clients can click the link to an individual invoice to view it on Harvest. They can make a payment, download a PDF of the invoice, or print it.
- They can also click See all open invoices to access their client dashboard on Harvest. This view includes Outstanding Invoices and Recent Payments.
