Streamline Your Financial Operations

Financial Management

From estimates to payments, our tools keep your finances organized and under control

Spend Less Time on Paperwork

Harvey Wit helps you reduce paperwork by simplifying your financial tasks. Create estimates, track invoices, and offer secure payment options with ease.

Estimates to Invoices

Easily convert approved estimates into professional invoices with just a few clicks.

Harvey Wit's platform simplifies financial management, keeping your cash flow consistent and your records organized.

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Frequently Asked Questions

Can I make changes to an estimate before converting it into an invoice?

Absolutely. You can easily update estimates at any time before converting them into invoices. Our flexible platform ensures that you can make necessary adjustments to reflect changes in scope, pricing, or client requirements.

How do I handle discounts or special offers on an estimate?

To apply discounts or special offers to an estimate, open the estimate you want to update, and add the discount in the designated section. You can specify the discount amount or percentage, and it will automatically adjust the total.

Invoice Tracking

Track outstanding payments, send reminders to clients, and maintain clear records of all your financial transactions.

With our platform, you can easily manage your cash flow and ensure timely payments.

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Frequently Asked Questions

How do I handle disputes with an invoice?

If there are disputes or discrepancies with an invoice, Harvey Wit allows you to make adjustments and add notes directly to the invoice. You can also communicate with your client through the platform to resolve any issues promptly.

Can I track partial payments on invoices?

Yes, Harvey Wit supports tracking of partial payments. If a client makes a partial payment, it will be reflected in the invoice details. You can see how much has been paid and how much is still outstanding, giving you a complete picture of your receivables.

Secure Online Payment Options

Offer your clients convenient and secure online payment options with our integrated payment gateways.

We work with major payment providers such as Stripe, PayPall, Authorize.net, and more.

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Frequently Asked Questions

Can my clients pay directly from the invoice?

Yes, clients can pay directly from the invoices you send. Each invoice includes a secure payment link that allows clients to complete the payment online with just a few clicks, making the process quick and convenient for them.

Can I issue refunds through Harvey Wit if needed?

Yes, you can issue refunds through Harvey Wit. If a client needs a refund, you can process it directly from the payment section in your dashboard. The refund will be processed through the original payment method.

Get in touch with us

Have questions or need assistance? We’re here to help! Whether you’re looking to learn more about Harvey Wit’s features or need support with your account, our friendly team is ready to assist you.

Reach out to us via phone, email, or the contact form below, and we’ll get back to you as soon as possible. Let us help you make the most of your business!