Harvest has a simple tool to dynamically insert values into their invoice emails, allowing you to automatically insert the correct values for a payment plan and applying them to an invoice. You simply have to add your custom URL for the payment plan offer template and add the Harvest dynamic tags. This will automatically insert the correct values when an invoice is created and sent to a customer and allow you to easily offer payment plans to customers.
1. Create your custom Payment Plan Offer URL in your Partial.ly account
First, select the offer from your Partial.ly account that you want to add to your invoices. From the Update Offer page, use the tool provided in the 'Use this offer' section on the right side of the screen.
Then select 'In my Harvest invoice emails' from the 'I'm going to this URL:' dropdown. Once selected, the custom URL will automatically generate below in bold. Copy the URL link to place in your Harvest invoice emails.
2. Login to your Harvest account and select 'Invoices' in the main header. Then, select 'Configure' just below the main header.
3. Select the 'Messages' section in the left column and then paste custom URL link into the message editor. Remember to add additional text such as: "To pay for this invoice with a payment plan, click the following link"
Scroll to the bottom of the page and select 'Save Messages'