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In the fast-paced world of project management, efficient and accurate invoicing is essential for maintaining a healthy cash flow and ensuring timely payments. However, managing multiple platforms and integrating various tools can often become a time-consuming and error-prone task. Fortunately, you can streamline this process with Harvest and Jira. In this article, we will explore the integration between Harvest and Jira and guide you through the step-by-step process of creating invoices that accurately reflect your project’s progress.

Tracking Time in Jira

With our Harvest Timer and Work Logs for Jira app, you can track time spent on specific tasks or issues. To use the timer, click on the “Timer” button in the issue view. When you’re finished working on the task, click on the “Stop” button. The timer will record the amount of time you spent working on the task, and this information will be reflected in Harvest with a tag linking back to the related task. Once the integration is configured, you will be able to start and stop timers in Jira, and the time entries will be synced with Harvest automatically.

The data from these timers will be used to create our invoices later on.

Creating an Invoice

Once you’ve tracked time in Jira, you can later use this data to create accurate invoices. Harvest enables you to convert tracked billable time and expenses into invoices. You can easily send these invoices to clients and set up automated late payment reminders. To do this, follow these steps:

  1. Go to the Invoices -> Overview in Harvest.
  2. Click on New Invoice and pick your client.
  3. Select the project that the invoice is for.
  4. Select the time entries that you want to include on the invoice.
  5. Enter the rate per hour.
  6. Add any expenses.
  7. Harvest will remember the preferences you chose the last time you created an invoice for this client.
  8. Click Review Invoice and make any necessary changes.
  9. Click Save Invoice. The invoice can be sent right away, or as a draft to be sent later.
  10. Click on the Send Invoice button.

You can also put attachments onto the invoices such as detailed time reports.

Sending an Invoice

When sending the invoice, you’ll be able to change the send as address, recipients, and the email subject and message. You can also send it to multiple recipients, but you will have to add new client contacts.

To do so, follow these steps:

  1. Go to Invoices -> Overview or Estimates -> Overview and click into the invoice or estimate you’d like to send.
  2. Click the Send button.
  3. Click Add contact under the list of recipients.
  4. Fill out the form and click Save contact.

After following the steps, the contact will be included in the list of recipients for that client.

Invoicing with Jira and Harvest

In conclusion, the integration between Jira and Harvest offers a seamless solution for effortless invoice creation. By utilizing Jira’s time tracking and Harvest’s invoicing features, project managers can streamline their billing process and generate accurate invoices reflecting project progress. With automated synchronization and easy sending options, the integration saves time, reduces errors, and improves cash flow management.