Approving a timesheet

screenPatterns:
Other Action
Other Content

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval ¢ Unsubmitted Approved
v/ Hours for Jane Smith have been approved. Dismiss
Pending approval
Sort by: Week v Show: Everyone v
08 May 2023 - 14 May 2023
Jane Smith 34:00 hours (100% billable)
Approve timesheets
Terms Privacy Status Blog Help
|Pending hours
Mon Tue Wed Thu Fri Sat Sun
15 May 16 May 17 May 18 May 19 May 20 May 21 May
erIter Campaign (The Paper Co.) 0 0 0 7:00 0 0 0 2:00
Business Development
WlnI:er Campaign (The Paper Co.) 0 8:30 0 0:04 0 0 0 17:34
Design
erIter Campaign (The Paper Co.) 0 2:00 4:15 0:30 0 0 0 6:45
Project Management
View timesheet details 0 10:30 4:15 16:34 0 0 0 31:19
Pending expenses
The Paper Co. / Winter Campaign ($72.63)
May 18 Transportation ( Billable Transportation to client's office $16.43 @
May 18 Meals ( Billable $25.20 @&
May 18 Meals ( Billable $31.00
Total $72.63
Approve timesheet Email Jane Smith
Terms Privacy Status Blog Help


Adding an expense

actions:
Adding & Creating
Logging & Tracking

appName: Harvest

appCategory: Business

appTagline: Time tracking software with invoicing

companyHqRegion: US & Canada

companyStage: Bootstrapped & Indie

platform: web

pageType: Application

hotspotType: Click

hotspotType: Keyboard Input

screenElements:
Text Field
File Upload

screenElements:
Illustration
Combobox
Text Field
File Upload

pageType: Application Application Application Application Application Application Application Application

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Expenses
+ Track expenses
PAVAVAVAVAN
("’ O
v
/
Record those airline tickets, meals, miles, and other expenses in Harvest
so you can more accurately budget projects and invoice clients.
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Expenses
Date Project / Category Amount
05/18/2023 Winter Campaign v
Transportation v
Transportation to client's office
X receipt.png
This expense is billable
PAVAVAVAVAN
("’ o
v
/
Record those airline tickets, meals, miles, and other expenses in Harvest
so you can more accurately budget projects and invoice clients.
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Expenses
Date Project / Category Amount
05/18/2023 Winter Campaign v
Transportation v
Transportation to client's office
@ Attach receipt
This expense is billable
PAVAVAVAVAN
("’ o
v
/
Record those airline tickets, meals, miles, and other expenses in Harvest
so you can more accurately budget projects and invoice clients.
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Expenses
Date Project / Category Amount
05/18/2023 Winter Campaign v
Choose a category... v
Entertainment
i Lodging |
Meals
‘ Mileage
Other
Transportation
PAVAVAVAVAN
(“' O
v
/
Record those airline tickets, meals, miles, and other expenses in Harvest
so you can more accurately budget projects and invoice clients.
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
v/ Expense saved.
Expenses
Date Project / Category Amount
05/18/2023 Winter Campaign v
Transportation v
Notes (optional)
@ Attach receipt
This expense is billable
15 - 21 May 2023 Submit for approval
Thu, 18 May = Winter Campaign (The Paper Co.)
Transportation $16.43 @ | Edit
Transportation to client's office
Total: $16.43
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Expenses
Date Project / Category Amount
05/18/2023 Choose a project... v
Choose a category... v
Notes (optional)
@ Attach receipt
This expense is billable
PAVAVAVAVAN
("’ o
v
/
Record those airline tickets, meals, miles, and other expenses in Harvest
so you can more accurately budget projects and invoice clients.
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Expenses
Date Project / Category Amount
05/18/2023 Winter Campaign v
$ 16.43
Transportation v
Transportation to client's office
X receipt.png
This expense is billable
PAVAVAVAVAN
("’ o
v
/
Record those airline tickets, meals, miles, and other expenses in Harvest
so you can more accurately budget projects and invoice clients.
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Expenses
Date Project / Category Amount
05/24/2023 Example Project v
Mileage v
miles
Notes (optional)
@ Attach receipt
This expense is billable

22 - 28 May 2023 Submit for approval
Wed, 24 May Example Project (Example Client)

Mileage [50.00 miles] ( Billable $32.75 Edit

Fuel

Total: $32.75

15 - 21 May 2023 Submit for approval
Thu, 18 May  Winter Qampaign (The Paper Co.) $31.00 Edit

Meals ( Billable
Thu, 18 May  Winter Qampalgn (The Paper Co.) $25.20 @ | Edt

Meals ( Billable
Thu, 18 May = Winter Campaign (The Paper Co.)


Resetting password

screenPatterns:
Forgot Password
Forgot Password
Forgot Password
Login
Forgot Password
Forgot Password

pageType: Application Application Application Application Application Application Application

screenKeywords:
IFll harvest
Forgot your password?
Enter the email address you use to sign in, and we'll send you a link
to reset your password.
Work email
|lIFll harvest
Forgot your password?
Enter the email address you use to sign in, and we'll send you a link
to reset your password.
jane.smith.mobbin@gmail.com
|lIFll harvest
Reset your password
Set a new password to sign in with the email address
jane.smith.mobbin@gmail.com.
New password
Confirm password
|IFll harvest
Sign in to Harvest ID
v/ A password reset email has been sent to Dismiss
jane.smith.mobbin@gmail.com.
| G Sign in with Google I
or with your email below
Forgot password? Terms of service Privacy policy
|lIFll harvest
Sign in to Harvest
v/ You have been signed out. Dismiss
| G Sign in with Google |
or with your email below
Forgot password? Terms of service Privacy policy
|"r" harvest Jane Smith
My accounts My HarvestID  Security  Developers  Sign out
v/ Your password has been updated successfully. Dismiss
Harvest accounts
Hyperion
On hold for 6 months
Hide this account from my list
|lIFll harvest
Reset your password
Set a new password to sign in with the email address
jane.smith.mobbin@gmail.com.
NeW password 0000000000000000000 §
Confirm password eecccccccccccccccce


Deleting a time entry

screenPatterns: Edit Delete

pageType: Application Application Application

screenKeywords:
Edit time entry for Thursday, 18 May
Project / Task
The Paper Co. v
Winter Campaign
Design v
Notes (optional) 636
Update entry Cancel Change date
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval Unsubmitted Approved
v/ Time entry deleted.
« > Today: Thursday, 18 May & Week
Mon Tue Wed Thu Fri Sat Sun Week total
+ 0:00 0:00 0:00 5:04 © 0:00 0:00 0:00 5:04
Tracktime  Winter Campaign (The Paper Co.)
Design 1:04 (© Start  Edit
Brainstorm
Winter Campaign (The Paper Co.)
Design 1:00 © start Edit
Partnership talks w/ Ace Media
Winter Campaign (The Paper Co.)
Design 0:30 (O Start | Edit
Research
Winter Campaign (The Paper Co.)
Design 2:30 © start Edit
On-site visit
Total: 5:04
Submit week for approval
Terms Privacy Status Blog Help
|Edit time entry for Thursday, 18 May
Project / Task
The Paper Co. v
Winter Campaign
Design v
Notes (optional) 636
Permanently delete this time entry? Cancel


Timesheet

screenPatterns:
Home
Empty State

screenElements: Illustration Table Illustration

screenPatterns:
Empty State
Home
Empty State
Home
Home
Empty State

pageType: Application Application Application Application

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval ¢ Unsubmitted Approved
< 2 08 —_ 14 May 2023 Return to this week B Day Teammates v
“Into a daybreak that's wondrously clear / | rise..."
—Maya Angelou
+ Add row Submit week for approval
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval Unsubmitted Approved
« > Today: Thursday, 18 May & Week
Mon Tue Wed Thu Fri Sat Sun Week total
+ 0:00 0:00 0:00 0:00 0:00 0:00 0:00 0:00
Track time
|
NV
=<
ARY-E
\ &) N
~' -
7% 'ﬁ
-
This is the Day view of your timesheet.
Keep track of where your time goes, down to the minute.
Submit week for approval
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval Unsubmitted Approved
< > This week: 15 - 21 May 2023 B Day Teammates
Mon Tue Wed Thu Fri Sat Sun
15 May 16 May 17 May 18 May 19 May 20 May 21 May
Example Project (Example Client) @ o [x
Design
WlnI:er Campaign (The Paper Co.) 8:30 13:34 | x
Design
+ Add row 0 8:30 0 5:04 0 0 0 13:34
Submit week for approval
Terms Privacy Status Blog Help
|Timesheet Pending approval Unsubmitted Approved
< > This week: 15 - 21 May 2023 & | ay Teammates
&\?&‘x““
This is the Week view of your timesheet,
perfect for speedily entering a lot of time at once!
Submit week for approval
Terms Privacy Status Blog Help


View a web invoice

screenElements: Banner Button

screenPatterns:
Other Content
Other Content

pageType: Application Application

screenKeywords:
B PDF & Print

INVOICE
Invoice ID 1 Invoice For The Paper Co.
Issue Date 05/18/2023
Due Date 05/18/2023 (upon receipt)
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00

Amount Due  $20,324.00

This is what The Paper Co. will see. Head back to your account
|- - - - - .. .1
i Draft
|nVO ice 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice created. Jane Smith on 05/18/2023 at 3:04pm View history
Edit invoice Actions v Balance: $20,324.00 Record payment
INVOICE —@
Invoice ID 1 Invoice For The Paper Co.
Issue Date 05/18/2023 Edit info
Due Date 05/18/2023 (upon receipt)
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00
Amount Due  $20,324.00
Attach file | Attach expense report
Invoice history
@ Invoice created.
Jane Smith on 05/18/2023 at 3:04pm


Running a detailed time report

hotspotType: Scroll Vertically

screenPatterns:
Other Content
Other Action

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Time Detailed time Detailed expense Contractor Uninvoiced
Detailed time report

Timeframe ‘ This week v ‘

Include archived items in filters

Clients All clients

Projects All projects

Tasks All tasks

Team Everyone Search roles

Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane

Time Detailed time Detailed expense Contractor Uninvoiced

Detailed time report: 05/01/2023 — 05/31/2023 Change filters

Total hours 3 Clients Dundee, Example Client, The Paper Co.

65.31 3 Projects Example Project, Summer Campaign, Winter Campaign

58.31 Uninvoiced billable hours Tasks All tasks

Team Everyone
Show: All hours v || Group by: Date v Active projects only Actions v || Export v | &

Client Project Task Roles Person Hours
05/08/2023 3.00
Example Client Example Project Design Project Manager Jane Smith 3.00
05/09/2023 19.00
Example Client Example Project Marketing Project Manager Jane Smith 16.00
Example Client Example Project Programming Project Manager Jane Smith 3.00
05/11/2023 6.00
Example Client Example Project Programming Project Manager Jane Smith 3.00
Example Client Example Project Marketing Project Manager Jane Smith 3.00
05/12/2023 3.00
Example Client Example Project Project Management Project Manager Jane Smith 3.00
05/13/2023 3.00
|Show: All hours v || Group by: Date v Active projects only Actions v || Export v | &

The Paper Co. Winter Campaign Design Project Manager Jane Smith 2.00
Client meeting

The Paper Co. Winter Campaign Project Management Project Manager Jane Smith 2.00

05/17/2023 4.25

The Paper Co. Winter Campaign Project Management Project Manager Jane Smith 4.25

05/18/2023 16.56

The Paper Co. Winter Campaign Design Project Manager Jane Smith 1.06
Brainstorm

The Paper Co. Winter Campaign Design Project Manager Jane Smith 1.00
Partnership talks w/ Ace Media

The Paper Co. Winter Campaign Design Project Manager Jane Smith 0.50
Research

The Paper Co. Winter Campaign Design Project Manager Jane Smith 2.50
On-site visit

The Paper Co. Winter Campaign Project Management Project Manager Jane Smith 0.50

The Paper Co. Winter Campaign Business Development Project Manager Jane Smith 4.00
Lead generation

The Paper Co. Winter Campaign Business Development Project Manager Jane Smith 3.00

The Paper Co. Winter Campaign Design Project Manager Jane Smith 4.00

Total 65.31
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Time Detailed time Detailed expense Contractor Uninvoiced
Detailed time report

Timeframe ‘ This month (May) v ‘

Include archived items in filters

Clients The Paper Co. X ) ( Example Client X

Projects [DU-C-S0823] Summer Campaign X ) ( Winter Campaign X ) ( Example Project X

Tasks All tasks

Team Everyone Search roles

Terms Privacy Status Blog Help


Setting up a reminder email

screenElements:
Stepper
Text Field

screenElements:
Loading Indicator
Stepper
Text Field
Dropdown Menu

screenPatterns:
Set
Loading
Set
Action Option

pageType: Application Application Application Application Application

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
i
|nVO|CG 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:05pm View history
Edit invoice Actions v Balance: $20,324.00 = Record payment
Reminder schedule Once invoiceis | 3 day(s) late and every | 7 day(s) after
Recipients John Smith (jane2.mobbin.test@gmail.com)
Send me a copy
Subject Past due invoice reminder: #%invoice_id% from %company_name%
Message Dear Customer,
This is a friendly reminder to let you know that Invoice %invoice_id% is %days_past_due% days past due.
If you have already sent the payment, please disregard this message. If not, we would appreciate your
prompt attention to this matter.
Thank you for your business.
Cheers,
%company_name%
Note: %days_past_due% in the message above will be translated to the actual days past due (e.g. "3") when Harvest sends
the reminder email.
Include a PDF version of the invoice
Set up reminder email Cancel
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
i
|nVO ice 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:05pm View history
Edit invoice Actions v Balance: $20,324.00 = Record payment
Reminder schedule Once invoice is | 3 day(s) late and every | 7 day(s) after
Recipients John Smith (jane2.mobbin.test@gmail.com)
Send me a copy
Subject Past due invoice reminder: #%invoice_id% from %company_name%
Message Dear Customer,
This is a friendly reminder to let you know that Invoice %invoice_id% is %days_past_due% days past due.
If you have already sent the payment, please disregard this message. If not, we would appreciate your
prompt attention to this matter.
Thank you for your business.
Cheers,
%company_name%
Note: %days_past_due% in the message above will be translated to the actual days past due (e.g. "3") when Harvest sends
the reminder email.
Include a PDF version of the invoice
Cancel
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
i
|nVO|CG 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:05pm View history
Edit invoice Actions v Balance: $20,324.00 = Record payment
Reminder schedule Once invoice is day(s) late and every | 7 day(s) after
Recipients John Smith (jane2.mobbin.test@gmail.com)
Send me a copy
Subject Past due invoice reminder: #%invoice_id% from %company_name%
Message Dear Customer,
This is a friendly reminder to let you know that Invoice %invoice_id% is %days_past_due% days past due.
If you have already sent the payment, please disregard this message. If not, we would appreciate your
prompt attention to this matter.
Thank you for your business.
Cheers,
%company_name%
Note: %days_past_due% in the message above will be translated to the actual days past due (e.g. "3") when Harvest sends
the reminder email.
Include a PDF version of the invoice
Set up reminder email Cancel
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
i
|nVO|CG 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:05pm View history
Edit invoice I Actions v I Balance: $20,324.00 Record payment
Mark as draft
Duplicate
INVOICE
Create recurring
Set up reminder email
Invoice ID 1 Write off invoice Invoice For | The Paper Co.
Issue Date 05/18/2023 Delete Edit info
Due Date 05/18/2023 (upon receil.
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00
Amount Due  $20,324.00
Attach file | Attach expense report
Invoice history
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
v/ Reminder saved for John Smith <jane2.mobbin.test@gmail.com>. Dismiss
'
|nVO ice 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:05pm View history
Q' Email client a reminder once invoice is 3 days late (May 21) and every 7 days after. Edit reminder
Edit invoice Actions v Balance: $20,324.00 = Record payment
INVOICE @ From | Hyperion
Invoice ID 1 Invoice For The Paper Co.
Issue Date 05/18/2023 Edit info
Due Date 05/18/2023 (upon receipt)
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00
Amount Due  $20,324.00
Attach file | Attach expense report


Watching a video

appName: Clay

appCategory: Productivity

appTagline: Be more thoughtful with the people in your network

pageType: Marketing

screenElements:
Loading Indicator
Animation & Video

pageType: Marketing Marketing Marketing

screenKeywords:
T
Clag STORIES  CAREERS  PRICING  ABOUT SIGN IN
. v TRUSTED BY LEADERS AT . i ' i
L = 2 j . i B g
, stripe & ®|5N5p ~ _
= " y '. >
Y . |
» [ .
/ g '
’ ; / 4 ‘P ’ P
« / .
/ / .
» U o T
[ / '
/ ‘ v .
/
' ' 1
1 ‘v L
, R < 9
1 ' -
II I "
" \ -
] : . [
| Al ~
! ‘
Y 4 »
| ‘I i ¥
| \
(| \
‘ A]
\ \ .
\
| \ \
. ' \
|Clay STORIES  CAREERS  PRICING  ABOUT SIGN IN @
. ‘ TRUSTED BY LEADERS AT B
- | -
. : o
N stripe & ®|5N5p . ) , :

. clay Home

& A Josh Higgins ¥
. (3 Home ™
o Chiet-Greative Officer. Facebook
Former CCO Reality Labs at Mets | Former Design Director, Pre

COLLECTIONS . P
B Pe @ KevinHartz # © -

4 S = e
# Re Eventbrite Welcomes Sapna Nair as Managing Director a Home R .
GRoUPS + ) =Y Josh igains ¥ .
g B Westy aghiht 4 b Rl Tk
F . ‘Obama | Bassist for fiuf

BOAD s Py
C S s and @ Eventorte Welcomes Sapna M .
BeOAD
|B
Clay STORIES  CAREERS  PRICING  ABOUT SIGN IN m
TRUSTED BY LEADERS AT . ‘
. ) - .
2 . o : 2
| - stripe & Dhngp
o2y Hame
2 A Josh Higgins ¥
; S
-1 Chiet-Creative Oftcer. Faceboon
Reality Labs Former Desigs
@ @ KevinHartz » © -
o L) 9:41 -
+ Eventbrite Welcomes Sapna Nair as Managing Home
i | . ) A Josh Higgins #
M @ iininn
d Eventrite Welcomes Sapna Nair as. .
DEMAD


Pinning a project

screenElements:
Search Bar
Progress Indicator

screenElements:
Dropdown Menu
Search Bar
Progress Indicator

screenPatterns:
Favorite & Pin
Action Option
Other Content

screenKeywords:
Import Export Q Search by project or client
Projects
Active projects (7) v Filter by client v Filter by manager v
Client Budget Spent Remaining Costs
The Paper Co.
& Winter Campaign $15,000.00 $850.85 $14,149.15 (94%) $1,168.48 | Actions v
Dundee
[DU-C-S0823] Summer Campaign $20,000.00 $0.00 $20,000.00 (100%) $0.00 | Actions v
Example Client
Example Project 50.00 34.00 (N 16.00 (32%) $1,222.75 | Actions v
Michael Scott Paper Company
[DLVR-MSPC] Wholesale Deliveries 0.00 $0.00 | Actions v
Tech Support 0.00 $0.00 | Actions v
Vance Refrigeration
[GLOSS-VANCE] High-Gloss Fliers 0.00 $0.00 | Actions v
[PRNT-VANCE] Printer Paper Supply 0.00 $0.00  Actions v
Terms Privacy Status Blog Help
|Import Export Q Search by project or client
Projects
Active projects (7) v Filter by client v Filter by manager v
Client Budget Spent Remaining Costs
Dundee
[DU-C-S0823] Summer Campaign $20,000.00 $0.00 $20,000.00 (100%) $0.00 | Actions v
Example Client
Example Project 50.00 3400 (N 16.00 (32%) $1,222.75 | Actions v
Michael Scott Paper Company
[DLVR-MSPC] Wholesale Deliveries 0.00 $0.00 | Actions v
Tech Support 0.00 $0.00 | Actions v
The Paper Co.
Winter Campaign $15,000.00 $850.85 $14,149.15 (94%) $1,168.48 | Actions v
Vance Refrigeration
[GLOSS-VANCE] High-Gloss Fliers 0.00 $0.0 Pin ]
[PRNTVANCE] Printer Paper Supply 0.00 g0 Duplicate |
Archive
Delete
Terms Privacy Status Blog Help
|Import Export Q Search by project or client
Projects
Active projects (7) v Filter by client v Filter by manager v
Client Budget Spent Remaining Costs
Dundee
[DU-C-S0823] Summer Campaign $20,000.00 $0.00 $20,000.00 (100%) $0.00 | Actions v
Example Client
Example Project 50.00 3400 (N 16.00 (32%) $1,222.75 | Actions v
Michael Scott Paper Company
[DLVR-MSPC] Wholesale Deliveries 0.00 $0.00 | Actions v
Tech Support 0.00 $0.00 | Actions v
The Paper Co.
Winter Campaign $15,000.00 $850.85 $14,149.15 (94%) $1,168.48 | Actions v
Vance Refrigeration
[GLOSS-VANCE] High-Gloss Fliers 0.00 $0.00 | Actions v
[PRNT-VANCE] Printer Paper Supply 0.00 $0.00 | Actions v
Terms Privacy Status Blog Help


Community

pagePatterns:
Footer Section
Landing Page

screenPatterns: Error Login

screenPatterns: Loading Error Login

pagePatterns:
Footer Section
Landing Page
Community Page

pageType: Marketing Marketing Marketing Marketing Marketing

screenKeywords:
- STORIES RS P GET CLAY FREE -
Sy ! - A - '..\“\\ \\ . ,, :‘ .
y a 6 I.I .L . s Q \§ E """:!\ %> Y
" N N 3 W
: S < ‘. : : - 1 5 - ) | : ‘R‘ Py
i [} ks e g K | = e = ]
e e v § b 4 . = A5
8 3 | L\ : l,f ; /! e ‘ ey
. T Y i I;p' R.A . 6%
—— y/ - - | ’\\B\\, £ ‘2’. ,\_:‘R 3 (’. .
k ] [" @ p EURSEN ) :'
\ b - = !u; '3 V?'l- A “ o ]
S : (0570 o I
_ o \ % ’0‘“ 0 ¥ U
o o €5 5)
LS > PR
"i&",) “‘ 2 "!é‘év |
My f = |
[ | : &g a L 50
INTERVIEW INTERVIEW COMING SOON COMING SOON
Mackey Saturday Will Allen Shannon Brayton Thelma Golden
clag STORIES CAREERS PRICING ABOUT CONTACT DIRECTORY LIFESTYLE PRIVACY COMMUNITY LIBRARY .'
|Clay a = oF
Wel t ity
We’re happy to have you here. If you need help, please search before you post.
Info and Announcements General
Check here for the latest and greatest Create topics here that don't fit into any
Clay news! other existing category.
Ask the Claymunity Share an idea
Ask questions and get help from other Give feedback and share ideas about
Clay members and the Clay team! Clay.
Tips and Tricks
Quick tips and best practices from Clay
||Your first notification!
Notifications are used to keep you up to date with what
is happening in the community.
don’t show me these tips
Welcome to our commiuiisey
We’re happy to have you here. If you need help, please search before you post.

Info and Announcements General

Check here for the latest and greatest Create topics here that don't fit into any

Clay news! other existing category.

Ask the Claymunity Share an idea

Ask questions and get help from other Give feedback and share ideas about

Clay members and the Clay team! Clay.

Tips and Tricks

Quick tips and best practices from Clay
|o2y
Login Error
Account login timed out, please try logging in again.


Customer story

pagePatterns:
Landing Page
Hero Section

screenElements:
Top Navigation Bar
Logo
Button

screenElements:
Card
Grid List

screenElements:
Top Navigation Bar
Logo
Button
Card
Grid List

pagePatterns:
Landing Page
Hero Section
Testimonials & Customer Stories Page
Testimonials & Customer Stories Page
Stats Section
Testimonials & Customer Stories Page
Content Section

pageType: Marketing Marketing Marketing Marketing

screenKeywords:
"r" harvest Why Harvest? Features Customers Integrations Pricing Sign in Try Harvest free
W W W W 1 4.6 (748 reviews)
M th ti t Ki
Finally, an easy way to track time across projects. Instant reports, seamless
iInvoicing and payments, and integrations with the tools your team loves.
Your work email Get Started
Free 30-day trial. No credit card required.
Timesheet  Pending approval  Unsubmitted  Archive sy vl o s E——
© Enplomes 10 v P
< > Today: Thursday, 10 Mar B Day  Week ) 2030 3500
® 1542 (T 35.00
+ Mon Tue Wed Thu Fri Sat Sun Week total
. 7:45 8:00 7:41 508 © 0:00 0:00 0:00 28:34 € 1o N 3500
Newentry Website (Farringdon ) -9 5320 N 5 3500
lew Compant lebsite -arringdon Inc) .
Meetings P ¢ 0:48 O Start | Edit @ R 3500
-3 3200 (T 3500
Product Launch (Rotherhithe Design) B ; 2652 (T 3500
athe et 125 | ©sun (s -
3 2010 3500
Mobile App (Spitalfields Communications) 2:21 ® start cait °0 s1o7 (I 35.00
Design i @ 2205 T 3500
Mobile App (Spitalfields C ications) )
Pr:j;:tM‘;:ag:m:nte s Gommunication 0:42 Q© start Edit
i Internal ~cacte Riidaot ramainina (4 204L)
|"r" harvest Why Harvest? Features Customers Integrations Pricing Sign in Try Harvest free
All industries — i
v R () centric DiGITAL \®) mutuaimobile
Architecture
Rana, an ecological design Digital transformation Harvest supported mobile
. . company, uses Harvest to company Centric Digital relies development agency Mutual
Creative services keep track of their projects on Harvest's reports and Mobile in their recent growth.
and billable hours in one invoicing.
Engineering & design place.
Management consulting
Web development & IT pUbllc ZI Hashrocket E DOVETAIL
An architecture firm focused Design & development Startup studio Dovetail tracks
on the public realm uses agency Hashrocket uses time with Harvest to build
Harvest to keep fixed-fee timers to track time trust with clients.
projects profitable. throughout their day.
N THE
LUMINARY LABS tekna. CHARLES
Strategy & innovation Harvest helps product design The Charles uses time
consultancy Luminary Labs company Tekna save time by tracking to reinforce client
manadec fteam 1itilization with etreamlinina their nrocece and emnlovee hanninece
|"r" harvest Why Harvest? Features Customers Integrations Pricing Signin
See how Harvest helps teams like yours thrive
Teams of all sizes, across industries, and around the world track time with Harvest.
70,000+ a 2 billion # 19.6 million
customers hours tracked IIII invoices paid
A\
| R ’ ’ FEATURED STORY
- ¥ S . _ . .
‘ / A\ Startup studio Dovetail tracks time with
‘ 7 | Harvest to build trust with clients.
y : 1 s
\,‘A’-ﬂ’ T ,j PP
|"r" harvest Why Harvest? Features Customers Integrations Pricing Signin
-
‘ 5‘ F FEATURED STORY
k4 \ !
N ) B e . . . .
| ‘ . Startup studio Dovetail tracks time with
h - Harvest to build trust with clients.
‘ d [ a———
04_’#‘/ s e


Writing off an invoice

screenElements:
Dropdown Menu
Text Field

screenPatterns:
Action Option
Other Action

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
i
|nVO|CG 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:05pm View history
Edit invoice I Actions v I Balance: $20,324.00 Record payment
Mark as draft
Duplicate
INVOICE
Create recurring
Set up reminder email
Invoice ID 1 Write off invoice Invoice For | The Paper Co.
Issue Date 05/18/2023 Delete Edit info
Due Date 05/18/2023 (upon receil.
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00
Amount Due  $20,324.00
Attach file | Attach expense report
Invoice history
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
'
|nVO|Ce 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:06pm View history
Q' Email client a reminder once invoice is 3 days late (May 21) and every 7 days after. Edit reminder
Edit invoice Actions v Balance: $20,324.00 Record payment
Notes (optional) Disputed
4
INVOICE :\
Invoice ID 1 Invoice For The Paper Co.
Issue Date 05/18/2023 Edit info
Due Date 05/18/2023 (upon receipt)
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
v/ Invoice written-off. Dismiss
'
|nVO|CG 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:07pm View history
$20,324.00 written-off on 05/18/2023
INVOICE
Invoice ID 1 Invoice For The Paper Co.
Issue Date 05/18/2023 Edit info
Due Date 05/18/2023 (upon receipt)
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00
Amount Due $0.00
Attach file | Attach expense report
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
'
|nVO|Ce 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:06pm View history
Q' Email client a reminder once invoice is 3 days late (May 21) and every 7 days after. Edit reminder
Edit invoice Actions v Balance: $20,324.00 = Record payment
Notes (optional)
4
INVOICE @ From | Hyperion
Invoice ID 1 Invoice For The Paper Co.
Issue Date 05/18/2023 Edit info
Due Date 05/18/2023 (upon receipt)
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00


Invite a person

screenPatterns:
Subscription & Paywall
Pricing

screenPatterns:
Other Content
Subscription & Paywall
Pricing

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane

Import Export View archived people >

¢« » This week: 15 -21 May 2023 Everyone
Total hours Team capacity @ Billable 2431 (I
31.31 37.50 [} Non-billable 7.00 2o a0tk oo a0

(® Employees (1) v Hours Capacity Billable hours
@ sane smith ouner 131 37.50 2431  Actions v
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Update your Harvest plan
Your plan has 1 seat right now, with 1 active person on your team filling
that seat. You can support a bigger team by paying for more seats.
How many total seats do you need?
1
You currently have 1 active people.
Plan summary
Harvest Pro plan with 1 seat $12.00
Sales tax (0%) $0.00
Total per month $12.00
Update billing amount Cancel
Terms Privacy Status Blog Help


Careers

screenElements: Button Logo

screenElements: Button Logo Photo Gallery

pagePatterns:
Landing Page
Hero Section
Careers Page
Careers Page
Careers Page

pageType: Marketing Marketing Marketing Marketing Marketing Marketing

screenKeywords:
clag STORIES CAREERS PRICING ABOUT SIGN IN
. A ’ - o Introducing Nexus  The first Al navigator for your entire network. ) o
.' A ! ', . = 1 t . % ' . : : - | o .
: | Al powered tools for cultivating amazing personal ,
P g g pers .
‘ . and professional relationships. ' |
, stripe & %IosNEP - '

Clay Home
< A Josh Higgins ¥
® B ieic:on
|Clag STORIES ~ CAREERS  PRICING  ABOUT SIGN IN w
r &W i
,“, \ / - ] ‘ 5 oy .‘E_”‘\\‘\\
i, Ve I8 ™,
i e AN ¥ W i N\
e - - d J \
e - e e I . b \
"‘:“3 - - -— -
%S ,
b e e S - .
- v - N
WORK WITH US
We're building a team of stellar individuals
|‘ v
Clay TORIES  CARE RICI ABOUT SIGN IN GET CLAY FREE -
e p - ‘ > 7 ,‘ \ = . ) - W < T ’
o - | D i = ’ - Rt ‘
ﬂ g N ” (V. ) P »
= b | / . )
) N AL < / <71 > ’ f s
; S o v
A AWl 160 Y e AR / F
b *?‘ £ g & .
3’; i i : _— 2 ; 0 AN
LR e e = = L
v A - |~y pan .
B i s ik v P et L s t
o e = ) (T e~ By,
L el W 3 ' !‘5" \ oAk ‘
A 6 O A ‘ o PR - A EN 5
o & ¥ = : 3 \7 | Dy e
Cusspaa( 7 B 1 3 =y =
TN SO ] e e § TAEENGR. ' -
s Wl U TR B 148 e - R
a A@f‘ Rdr s iy, / s A et -
v?‘:,\ " ,"‘@ ?'» i%i‘%’- & g ht : - "’\‘\:\‘_ ‘V\‘ W\ \ N
e s i AT\ S N
- g 1 d @ ROy ; L i Yo
z LY PR =3
g‘%‘&% a*‘% s s
e 3 : : |
W
- he . YR
OUR STORY
Shaping Clay
At Clay, we're excited to work with people who take great pride in their craft,
whatever that craft may be. We love having many voices and diverse
backgrounds shape our work and culture. Most importantly, if you care about
people—this is your new home.
|Clay CAREERS SIGN IN
We believe in creating work that we’re
proud to sign our name on.
|Clag STORIES ~ CAREERS  PRICING  ABOUT SIGN IN
i ) ‘
.'- . e’?/ ‘f‘., {3 \
N A (AR « T
‘ ,Q;\a;@f%‘ — - ’/!\ 4 ? L “
‘:5\3}'}\%2'}3&%’: SRR O, A\ / /,/ e & = | e N el KL
ol ‘EI{\ “ '; R 3 A, k- - H | = ~ b - o —
‘ e = > ) ) "y A | / . o I YoEEg X, . ’
i * > _:} g > NNAY T 4 JE - S = L. >] £ *
= SAS S W ST B~ A
= 2 W/, . 1‘7'\‘ > > v
4 \;‘ ” A 1/ - // ’ > |
et g e - J 4
l",» «,’r";:‘m”- gﬂ sc - b o 4,(‘ 9
" ﬁ’ o e, & [ - O
e 4 oo, omy okl
Ll ( \ 3 EM’ € " b WP 2 |
e ¥ A » % a4 RS ks
A G & _:\ v 4 ey G :" 9 R e
= oo, 2 S L DR ‘“A \ SN
T - o i“w:mg*ﬁ%‘ﬁg R , < E ) f\\t
e > < \!‘%f@‘i g,a’?,? o e 3 & BN —
o }@;;"?:fi"‘f% A ,— E —
i) P A L
*ﬁé _;;‘:, ,‘\‘ ’ ;
Chanino Clav
|T

clag STORIES CAREERS PRICING ABOUT SIGN IN
WORK WITH US
We're building a team of stellar individuals
with a wide range of voices, ideas, and
backgrounds to help us shape Clay — the
future of professional relationships.
You'll help set the tone and direction for your domain of expertise while working
alongside a highly collaborative and multidisciplinary team.
Even if you don't see a role you're looking for, please reach out! We're always
looking for smart, talented individuals to join us.
NYC - REMOTE - CONTACT


Searching projects

screenElements:
Search Bar
Search Bar
Progress Indicator

screenPatterns:
Search
Other Content

screenKeywords:
Active projects
Projects [PRNTVANCE] Printer Paper Supply
Archived projects
Active projects (7) v No archived projects for "printer"
Client Budget Spent Remaining Costs
Dundee
[DU-C-S0823] Summer Campaign $20,000.00 $0.00 $20,000.00 (100%) $0.00 | Actions v
Example Client
Example Project 50.00 34.00 (N 16.00 (32%) $1,222.75 | Actions v
Michael Scott Paper Company
[DLVR-MSPC] Wholesale Deliveries 0.00 $0.00 | Actions v
Tech Support 0.00 $0.00 | Actions v
The Paper Co.
Winter Campaign $0.00 $0.00 $1,168.48 | Actions v
Vance Refrigeration
[GLOSS-VANCE] High-Gloss Fliers 0.00 $0.00 | Actions v
[PRNTVANCE] Printer Paper Supply 0.00 $0.00 | Actions v
Terms Privacy Status Blog Help
|Import Export Q Search by project or client
Projects
Active projects (7) v Filter by client v Filter by manager v
Client Budget Spent Remaining Costs
Dundee
[DU-C-S0823] Summer Campaign $20,000.00 $0.00 $20,000.00 (100%) $0.00 | Actions v
Example Client
Example Project 50.00 3400 (N 16.00 (32%) $1,222.75 | Actions v
Michael Scott Paper Company
[DLVR-MSPC] Wholesale Deliveries 0.00 $0.00 | Actions v
Tech Support 0.00 $0.00 | Actions v
The Paper Co.
Winter Campaign $15,000.00 $850.85 $14,149.15 (94%) $1,168.48 | Actions v
Vance Refrigeration
[GLOSS-VANCE] High-Gloss Fliers 0.00 $0.00 | Actions v
[PRNT-VANCE] Printer Paper Supply 0.00 $0.00 | Actions v
Terms Privacy Status Blog Help


Adding a new task

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Clients Tasks Expense categories Roles
Tasks
Export v
Task name
Communications
Default billable rate
$ 10 per hour
This task is billable by default
This is a common task, and should be added to all future projects
Add this task to all existing projects
Common tasks
These tasks are automatically added to all new projects. Default billable rate
Business Development $0.00 | Actions v
Design ( Billable $12.00 | Actions v
Marketing ( Billable $0.00 | Actions v
Programming ( Billable $0.00 | Actions v
Project Management  Billable $15.00 | Actions v
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Clients Tasks Expense categories Roles
v/ Communications has been added. Dismiss
+ New task Export v
Common tasks
These tasks are automatically added to all new projects. Default billable rate
Business Development $0.00 | Actions v
Design ( Billable $12.00 | Actions v
Marketing ( Billable $0.00 | Actions v
Programming ( Billable $0.00 Actions v
Project Management  Billable $15.00 | Actions v
Other tasks
These tasks must be manually added to projects. Default billable rate
Communications ( Billable $10.00 | Actions v
Vacation $0.00 | Actions v
Terms Privacy Status Blog Help
|Clients Tasks Expense categories Roles
Tasks
Export v
Task name
Default billable rate
$ per hour
This task is billable by default
This is a common task, and should be added to all future projects
Add this task to all existing projects
Cancel
Common tasks
These tasks are automatically added to all new projects. Default billable rate
Business Development $0.00 | Actions v
Design ( Billable $12.00 | Actions v
Marketing ( Billable $0.00 | Actions v
Programming ( Billable $0.00 Actions v
Project Management ( Billable $15.00 | Actions v
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Clients Tasks Expense categories Roles
+ New task Export v
Common tasks
These tasks are automatically added to all new projects. Default billable rate
Business Development $0.00 | Actions v
Design ( Billable $12.00 | Actions v
Marketing ( Billable $0.00 | Actions v
Programming ( Billable $0.00 Actions v
Project Management  Billable $15.00 | Actions v
Other tasks
These tasks must be manually added to projects. Default billable rate
Vacation $0.00 | Actions v
Terms Privacy Status Blog Help


Marking an invoice as draft

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
'
|nVO|CG 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:05pm View history
Edit invoice Actions v Balance: $20,324.00 Record payment
INVOICE :\
Invoice ID 1 Invoice For The Paper Co.
Issue Date 05/18/2023 Edit info
Due Date 05/18/2023 (upon receipt)
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00
Amount Due  $20,324.00
Attach file | Attach expense report
Invoice history
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
i
|nVO|CG 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:05pm View history
Edit invoice I Actions v I Balance: $20,324.00 Record payment
Mark as draft
Duplicate
INVOICE
Create recurring
Set up reminder email
Invoice ID 1 Write off invoice Invoice For | The Paper Co.
Issue Date 05/18/2023 Delete Edit info
Due Date 05/18/2023 (upon receil.
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00
Amount Due  $20,324.00
Attach file | Attach expense report
Invoice history
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
i Draft
|nVO|CG 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:06pm View history
Edit invoice | Actions v | Balance: $20,324.00 = Record payment
Mark as sent
Duplicate
INVOICE
Create recurring
Delete
Invoice ID 1 Invoice For The Paper Co.
Issue Date 05/18/2023 Edit info
Due Date 05/18/2023 (upon receipt)
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00
Amount Due  $20,324.00
Attach file | Attach expense report
Invoice history


Logging in

screenPatterns: Login Login

screenKeywords:
lIFll harvest
Sign in to Harvest
G Sign in with Google
or with your email below
jane.smith.mobbin@gmail.com
Forgot password? Terms of service Privacy policy
|lIFll harvest
Sign in to Harvest
v/ You have been signed out. Dismiss
| G Sign in with Google |
or with your email below
Forgot password? Terms of service Privacy policy


Creating a new invoice

screenPatterns:
Add & Create
Add & Create
Add & Create
Add & Create

pageType: Application Application Application Application Application Application Application Application Application Application Application Application Application

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
Invoices
[ ]
[ ]
[ ]
——
—\ Y
N
2=
=
Create customized (and handsome!) invoices in under a minute.
With online payment, you'll get paid twice as fast.
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
New Recurring invoice for The Paper Co.
PO Number 123 Tax Apply tax to invoice
Due Date Upon receipt v Discount 5.00 %
Currency United States Dollar - USD v
Subject Invoice for %invoice_issue_month_name% %invoice_issue_year% Hide variables
Use these available variables in either the Subject (above) or Item Description (below) to display the year or month the invoice
was generated, right on the invoice:
* %invoice_issue_year% - Issue year of the invoice
¢ %invoice_issue_month% - Issue month of the invoice (month number)
¢ %invoice_issue_month_name% - Issue month of the invoice (English month name)
For example, if you write “Invoice for %invoice_issue_month_name% %invoice_issue_year%", and the invoice would be
generated today, your client would see“Invoice for May 2023".
Item Type Description Quantity Unit Price Amount
This invoice is automatically generated. Future invoices will include time and expenses tracked for the following projects: Winter Campaign. Below you can add
additional line items you'd like to appear on automatically generated invoices.
+ Add item Subtotal $0.00
Discount (5.00%) -$0.00
Amount Due $0.00
Notes (optional, displayed on invoice)
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
New Recurring invoice for The Paper Co.
PO Number 123 Tax Apply tax to invoice
Due Date Upon receipt v Discount 5.00 %
Currency United States Dollar - USD v
Subject Invoice Hide variables
Use these available variables in either the Subject (above) or Item Description (below) to display the year or month the invoice
was generated, right on the invoice:
* %invoice_issue_year% - Issue year of the invoice
¢ %invoice_issue_month% - Issue month of the invoice (month number)
¢ %invoice_issue_month_name% - Issue month of the invoice (English month name)
For example, if you write “Invoice for %invoice_issue_month_name% %invoice_issue_year%", and the invoice would be
generated today, your client would see“Invoice for May 2023".
Item Type Description Quantity Unit Price Amount
This invoice is automatically generated. Future invoices will include time and expenses tracked for the following projects: Winter Campaign. Below you can add
additional line items you'd like to appear on automatically generated invoices.
+ Add item Subtotal $0.00
Discount (5.00%) -$0.00
Amount Due $0.00
Notes (optional, displayed on invoice)
|What projects would you like to invoice?
Select All / None Uninvoiced hours Uninvoiced expenses Last invoice
Winter Campaign ( Time & Materials $850.85 $72.63 N/A
For Time & Materials projects, what hours would you like to invoice?
Billable hours © All uninvoiced billable hours tracked before issue date
Do not include any hours
How to display hours o By task: Combine all hours for one task into one line
By person: Combine all hours for one person into one line
By project: Combine all hours for one project into one line
Detailed: Display each time entry as one line
What expenses would you like to invoice?
Expenses o All uninvoiced billable expenses tracked before issue date
Do not include any expenses
How to display o By category: Combine all expenses for one category into one line
expenses By person: Combine all expenses for one person into one line
By project: Combine all expenses for one project into one line
Detailed: Display each expense entry as one line
Receipts Attach expense report with receipts
You can review the report on your saved invoice.
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
New Recurring invoice for The Paper Co.
PO Number Tax Apply tax to invoice
Due Date Upon receipt v Discount %
Currency United States Dollar - USD v
Subject See variables
Item Type Description Quantity Unit Price Amount
This invoice is automatically generated. Future invoices will include time and expenses tracked for the following projects: Winter Campaign. Below you can add
additional line items you'd like to appear on automatically generated invoices.
+ Add item Subtotal $0.00
Amount Due $0.00
Notes (optional, displayed on invoice)
4
Formatting tips: *bold* _jtalics_
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
Invoices
Client Choose a client... v | or + Newclient
Invoice type o Create an invoice for tracked time and expenses
Create a free form invoice
Choose projects Cancel
[ ]
[ ]
[ ]
[
—\ ,'
N 4
\\ -'V
==
-’
Create customized (and handsome!) invoices in under a minute.
With online payment, you'll get paid twice as fast.
|Subject Invoice for %invoice_issue_month_name% %invoice_issue_year% Hide variables
Use these available variables in either the Subject (above) or Item Description (below) to display the year or month the invoice
was generated, right on the invoice:
* %invoice_issue_year% - Issue year of the invoice
¢ %invoice_issue_month% - Issue month of the invoice (month number)
* %invoice_issue_month_name%o — Issue month of the invoice (English month name)
For example, if you write “Invoice for %invoice_issue_month_name% %invoice_issue_year%", and the invoice would be
generated today, your client would see“Invoice for May 2023”.
ltem Type Description Quantity  Unit Price Amount
This invoice is automatically generated. Future invoices will include time and expenses tracked for the following projects: Winter Campaign. Below you can add
additional line items you'd like to appear on automatically generated invoices.
X || Service v Hosting 1.00 500.00 | $500.00
4
Linked project: — None — v
+ Add item Subtotal $500.00
Discount (5.00%) -$25.00
Amount Due $475.00
Notes (optional, displayed on invoice)
4
Formatting tips: *bold* _jtalics_
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
New invoice for The Paper Co.
What type of invoice would you like to create?
B e
Single invoice Recurring schedule
On scheduled date © Create a draft invoice for me to send manually
Automatically send this invoice
Time & Materials invoices cannot be sent automatically.
First issue date 05/19/2023
Frequency Yearly on May 19
© Monthly on the 19th
Custom timeframe
Duration © Issue unlimited invoices until | delete
Issue a number of invoices then stop
What projects would you like to invoice?
Select All / None Uninvoiced hours Uninvoiced expenses Last invoice
Winter Campaign ( Time & Materials $850.85 $72.63 N/A
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
v/ Your recurring invoice was successfully created. Dismiss
Recurring invoices
Client Invoice subject Next invoice Amount
The Paper Co. Invoice for %invoice_issue_month_name% %invoice_issue_year% 05/19/2023 (every month) $475.00
Terms Privacy Status Blog Help
|Overview Report Recurring Retainers Configure
New invoice for The Paper Co.
What type of invoice would you like to create?
B &
Single invoice Recurring schedule
What projects would you like to invoice?
Select All / None Uninvoiced hours Uninvoiced expenses Last invoice
Winter Campaign ( Time & Materials $850.85 $72.63 N/A
For Time & Materials projects, what hours would you like to invoice?
Billable hours © Al uninvoiced billable hours
Include uninvoiced billable hours from | This month (May) v
Do not include any hours
How to display hours o By task: Combine all hours for one task into one line
By person: Combine all hours for one person into one line
By project: Combine all hours for one project into one line
Detailed: Display each time entry as one line
What expenses would you like to invoice?
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
Invoices
Client The Paper Co. v | or + Newclient
Invoice type o Create an invoice for tracked time and expenses
Create a free form invoice
Choose projects Cancel
[ ]
[ ]
[ ]
[
o R
N
P\
-’
Create customized (and handsome!) invoices in under a minute.
With online payment, you'll get paid twice as fast.
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
New Recurring invoice for The Paper Co.
PO Number 123 Tax Apply tax to invoice
Due Date Upon receipt v Discount 5.00 %
Currency United States Dollar - USD v
Subject Invoice See variables
Item Type Description Quantity Unit Price Amount
This invoice is automatically generated. Future invoices will include time and expenses tracked for the following projects: Winter Campaign. Below you can add
additional line items you'd like to appear on automatically generated invoices.
+ Add item Subtotal $0.00
Discount (5.00%) -$0.00
Amount Due $0.00
Notes (optional, displayed on invoice)
4
Formatting tips: *bold* _jtalics_
|Subject Invoice for %invoice_issue_month_name% %invoice_issue_year% Hide variables
Use these available variables in either the Subject (above) or Item Description (below) to display the year or month the invoice
was generated, right on the invoice:
* %invoice_issue_year% - Issue year of the invoice
¢ %invoice_issue_month% - Issue month of the invoice (month number)
* %invoice_issue_month_name%o — Issue month of the invoice (English month name)
For example, if you write “Invoice for %invoice_issue_month_name% %invoice_issue_year%", and the invoice would be
generated today, your client would see“Invoice for May 2023”.
ltem Type Description Quantity  Unit Price  Amount
This invoice is automatically generated. Future invoices will include time and expenses tracked for the following projects: Winter Campaign. Below you can add
additional line items you'd like to appear on automatically generated invoices.
X || service v 1.00 0.00 $0.00
4
Linked project: — None — v
+ Add item Subtotal  $0.00
Discount (5.00%) -$0.00
Amount Due  $0.00
Notes (optional, displayed on invoice)
4
Formatting tips: *bold* _jtalics_


Upgrading plan

screenPatterns:
Payment Method
Checkout

screenElements: Tile Banner

screenPatterns:
Payment Method
Checkout
Subscription & Paywall
Pricing
Home
Acknowledgement & Success
Payment Method
Checkout

pageType: Application Application Application Application Application Application

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Checkout
Billing address
Plan summary
Street address
Harvest Pro plan with 1 seat $12.00
City Postal code
Tax (0%) $0.00
United States v - Select state - v
Total per month $12.00
Credit card | have a coupon
Name on card
Card number
MM YY Security code What's this?
Charge credit card Cancel
Need help getting set up and sharing Harvest with your team? Connect with an Onboarding Guide x
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Upgrade your Harvest plan
You are currently in a free trial with 2 people in your account. For full access to Harvest, upgrade to a paid
plan below.
Billing cycle
Monthly Yearly (Save 10%)
Total people Price per person Total amount
1 S12 S12
Continue to billing Cancel
Need help getting set up and sharing Harvest with your team? Connect with an Onboarding Guide x
You have 30 days left in your free trial. | Upgrade
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval Unsubmitted Approved
« > Today: Thursday, 18 May B Week | Teammates v
Mon Tue Wed Thu Fri Sat Sun Week total
I 0:00 0:00 0:00 0:00 0:00 0:00 0:00 0:00
Track time
|
NV
=S\
7 4&
\ &) —\
~' -
7 '/"
-y
This is the Day view of your timesheet.
Keep track of where your time goes, down to the minute.
Submit week for approval
Need help getting set up and sharing Harvest with your team? Connect with an Onboarding Guide x
You have 30 days left in your free trial. | Upgrade
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
v/ Thanks for signing up! Tell your friends about Harvest and you could save $10+ off Dismiss
your next bill.

Account settings
Billing information
Subscription plan Pro plan with 1 seat

Bills monthly at $12.00 USD per month

Renews on 18 Jun 2023

Supports up to 1 person (1 currently active)

Update plan || Add or remove seats = Pay yearly

Payment method Show credit card info Update credit card
Receipt recipients jane.smith.mobbin@gmail.com Update recipients
Additional details No additional receipt details Add details
Web address hyperionl.harvestapp.com Update address
Account created 18 May 2023
Preferences
Company name Hyperion
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Checkout
Billing address
Plan summary
1226 University Drive
Harvest Pro plan with 1 seat $12.00
Menlo Park 94025
Sales tax (0%) $0.00
United States v California v
Total per month $12.00
Credit card | have a coupon
Name on card
Card number
MM YY Security code What's this?
Charge credit card Cancel
Need help getting set up and sharing Harvest with your team? Connect with an Onboarding Guide x
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Checkout
Billing address
Plan summary
1226 University Drive
Harvest Pro plan with 1 seat $12.00
Menlo Park 94025
Sales tax (0%) $0.00
United States v California v
Total per month $12.00
Credit card | have a coupon
Jane Smith
What's this?
Charge credit card Cancel
Terms Privacy Status Blog Help


Contact

hotspotType: Hover

pagePatterns:
Footer Section
Landing Page
Contact Page
Contact Page

screenKeywords:
- STORIES RS P GET CLAY FREE -
Sy ! - A - '..\“\\ \\ . ,, :‘ .
y a 6 I.I .L . s Q \§ E """:!\ %> Y
" N N 3 W
: S < ‘. : : - 1 5 - ) | : ‘R‘ Py
i [} ks e g K | = e = ]
e e v § b 4 . = A5
8 3 | L\ : l,f ; /! e ‘ ey
. T Y i I;p' R.A . 6%
—— y/ - - | ’\\B\\, £ ‘2’. ,\_:‘R 3 (’. .
k ] [" @ p EURSEN ) :'
\ b - = !u; '3 V?'l- A “ o ]
S : (0570 o I
_ o \ % ’0‘“ 0 ¥ U
o o €5 5)
LS > PR
"i&",) “‘ 2 "!é‘év |
My f = |
[ | : &g a L 50
INTERVIEW INTERVIEW COMING SOON COMING SOON
Mackey Saturday Will Allen Shannon Brayton Thelma Golden
clag STORIES CAREERS PRICING ABOUT CONTACT DIRECTORY LIFESTYLE PRIVACY COMMUNITY LIBRARY .'
|Clay STORIES  CAREERS  PRICING  ABOUT SIGN IN GET CLAY FREE -
TR e S s e B S T y R TS 3 7
AR s U M SRl s % =~ : i
B g s s S :;Qﬁy"@m&‘ SRCEmna o AN 5 ey
S : : L e e L N = o S : R
G > b i O S - e AN T 4
> - g . . =2 N\ -
. R s N : e S NO R B ]
D o, ; e e NN i o PR o . . v e
e s, ﬁ ol cals el e - : Erts I T - f’i&fg: e Y ;
X " % B s S SO A Sy e AN ; -3.‘__ vr&f‘ T s S L
L 6, /-" ® ¥ o (v (L | o GRS g g,v ——g,‘:;.t,z._f;:,f:'L~«".\v”z;;lﬁ,\_&,‘ < W ] Bl iapgl LISy A5 2 NE, LY %
: - TN & o A B RS R T s o B i S = ARG, WL
: A ('"\{‘\ O | { i B o P SR :” TP BT an-qu;;i“':‘\*’{gu;cff"“Lwy i, Y 5 AW (7 ol %
2 o 4 CEEEEL s GIBA e VIS B R g BT ax S 03 3 N, B ; N X% | 5 \ gy
" % 2 W\, e L"J"‘ffkg;‘/_"r.’:/f":‘"ﬁ,._T..- A i "La-’:‘;%ﬁ"’?;&{ o SN N F % Vs
L T B Y e ol st R R b e
PN E 5 e ey e e e ol SR *WF L i L *7-'!’;:‘; X . o q‘l 0 i\ g’ v
e r g ,;;‘5;4,":;;‘*:;"1;?"‘?" <7 S ~"~v-' ), AR )17 e t%;?k» e Yo N A o
% R 4 T P S e A v N A W PR XA ) i SR N Mioe SR &8 \g/ \ L ‘o
X0 ot 50 A | & P A vy T ek P e R R AR A i ) ‘f.'&’\ N S N \ \ S b A
X L y I A IR SRR S e TR i T Tt S T ol N ¥ = R b o S, v .

R K. % y A 5 ‘s": . e - T T REN UL AN e A
NG ERNNNY 77 g - = e s 8 N E\ e g
, 1 w ¥y 1 3 eI, PRk _aataf oo e B et gt R e, i NN BN YRR Nl \ O e P
RNV RN ) £ M) ) T e S D et e W4 o /
i) . W ) s AR e B g A T e R S S i) A N O\ NP R o W4 g &4

R S N IV A T el : L e e e E R < ) ENGAN Y, § 1 o g
NR e (27 i T e U T e e e N e o
VX (’S\“ 3 g’{ Ly /3 7 /}}5 R g < e e s S el B S L TGN NG LR Yy &
N WL ; (e o L NERN A ey
NR, "\ <% S /,/ | R ] s TR T e N RN L Y
N, . S @ s . e Y
\ % X’P’\ 2 } il Sy // S 441; R 2 . “:,.;;..f Wl i '\\,\ o) D Wi L A . 4
A% %, v 7 ey’ AR Y e O ; : ; ,,v_* e o A N ) VI S
W, % rs® Y YEre 7 e R e e e T < = e = N Ve WA S
W% e o AR e s e Y o RN\ /T >
W K k" 3 ‘v,(‘ g T .5 g2 SN e w8 Bt = K G N bois:.. -“-‘qw R L O % 7. o /‘; ‘ s
3 X B iy . y L s % g S S T R oy, Y ) 8 i o 4 L
N, o e /‘f e _‘_‘.g,!.!,a; VN ‘-5£lllll!= ; O e ~ g g!‘l!!h; o TR AN h- 5
RSN [ R e R E SR s i S e RS EEREEEE f LoEEEESS=EEsn g0 _i;‘f’,_.*,«. e A i
- RN T l T W*‘/ ' TR “‘\‘ \\\\‘E ' Vo /4
p < Y ’ 8 / SRS SSE N a1 §ir | TOTNERR e Wii -y '@
g f‘ ‘:w > 5" g ; i !- eSS s I ; SRe _I\’}'é;?’"«,_»_‘-”‘ { ! == S=S=S S ! N '”‘ | ‘ et ,---.a-_}. ) /! .
& A W% el - JassasNng = seeeee. - 00 . ! L e R 7
NG i e, S0
e & - y O, % AP d d d SESSEE : i ) ooy o i sy l I / o
& Nk Tl B T 1111 i B g ! a; . TTITI:” BERE PSS Ve AR AR R EE B .‘\‘.'_x fri X "
- @Y N B | [TiT1TT]] ] & 5 o .
LSRR B / B - VIS AEEIEEN Y H - ) Y peeaamaaa B B ot/ N :
. o SR SCROE 7 9 = [ / & = = & ;-.;‘» FEg 3 A BRI - - S=s= SSSCSST i e / N k3
TR . i3 S G = o101 ettt HEHHEE i [Tl R—Y :
I g N F L e - 14111 a7 - T L | ] j | I { { A L e P A S
i g & CEE ffffff- f- S CARRP o NERE.  _angnmpamsamnman.. 0
T Ra e Y 5 1T 4 [ S e e -1 “/ 12 NN Bl e EAE - 1&;“{ §a %
C L /] ]]] i ] | [T AN | N
N o LSS O - = e e b < iR 1 ( ‘ ‘ * b R LSS S S e SSSSS S SRt | TR ERE g T e
& 5 % ek T aBhe RSl g ! g 7 7 ,@&« o s P\ o : 5 g X <
e LN N e B ’ HH T FEHHT T a8 | A b \ ;.. S )““““‘“““n 5 AT S .
LR R _E I [ [/ [ 1111 e ke : G BEELEES L \ = e
|- STORIES RS P GET CLAY FREE -
Sy ! - A - '..\“\\ \\ . ,, :‘ .
y a 6 B .L . s Q \§ E """:!\ %> Y
" N N 3 W
: S < ‘. : : - 1 5 - ) | : ‘R‘ Py
i [} ks e g K | = e = ]
e e v § b 4 . = A5
8 3 | L\ : l,f ; /! e ‘ ey
. T Y i ';p' R.A . 6%
—— y/ - - | ’\\B\\, £ ‘2’. ,\_:‘R 3 (’. .
k ] [" @ p EURSEN ) :'
\ b - = !u; '3 V?'l- A “ o ]
S : (0570 o I
_ o \ % ’0‘“ 0 ¥ U
o o €5 5)
LS > PR
"i&",) “‘ 2 "!é‘év |
My f = |
[ | : &g a L 50
INTERVIEW INTERVIEW COMING SOON COMING SOON
Mackey Saturday Will Allen Shannon Brayton Thelma Golden
clag STORIES CAREERS PRICING ABOUT CONTACT DIRECTORY LIFESTYLE PRIVACY COMMUNITY LIBRARY .'
|R PR ABOUT SIGN IN GET CLAY FREE >
Y W, Tt Ao @? o <TEEEEIEL. gk f ;é.’.‘..:".!!!.';:‘; .",-, LU R ¢ /4 i’ 4
J G O S o v ! / J .’,,._’(. e L | ¥ G 4‘7“3"%’*’ " [ RS R " "
‘;‘ y ﬁ “.» "p 7 ”j’" A g'vt" ‘l- = i "“ " ] J " }J PR ‘ l.‘ o o f‘ ‘ ll ! - =SS ', 3 %‘i ;,i_v;:‘\;::,{ ‘.—---- -----‘.\!. ) "l‘.kk \‘/-{"f“‘ i A X
T SOWN ] o R TH T TR 77 & ;
;3_ / P 4 - == BB = F¥ et e e e e TN IERERRENEE W S e %
NNCE S TTTTTTTTTTTTTT iebsbebeleb o T T e, ‘““ TR 'y e :
SNy A N R [ ] ] 11E e % i . ]% . N & s S
= d ANl gL e LLLLLLLLLLLLLL ol S
b Y | Seeml y o | / e e 4 i o ENRC \ ¥ . . < & <
TN A : = ==s2s j S S AT LNNESSES L T TS TSSSSSSEESSE G TG o
L h o ; ’ T, fﬁ f 111 e % T,f f'ﬁq‘:\ﬁ H ’I\“‘“\‘\“\\\‘L T gL .
e 0 Y y ! | | ! [ R it - Y 7 [ L vy LI:. . oy {v k, ’55‘ ~‘ ’f‘?‘?
. \Z&gyg 2 i L f f t f Ft f f £ i"f + o *'f"“*f‘ §1 h[{ ( ] // m 3 ?'-'i?v',—”‘.ﬁ '-‘:'...-.-- ----------Zz ...y ‘5‘3"% : me L
Whether it’s just a question or to say hello,
we’re here if you need anything.
CALL GENERAL ENQUIRIES
(646) 360-0754 care@clay.earth
clag STORIES CAREERS PRICING ABOUT CONTACT DIRECTORY LIFESTYLE PRIVACY COMMUNITY LIBRARY ¥ in


Timesheet detail

screenPatterns:
Other Content
Charts

screenPatterns:
Other Content
Other Content
Other Content
Charts

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval ¢ Unsubmitted Approved
Pending approval
Sort by: Week v Show: Everyone v
15 May 2023 - 21 May 2023
Jane Smith 31:19 hours (78% billable)
08 May 2023 - 14 May 2023
Jane Smith 34:00 hours (100% billable)
Approve timesheets
Terms Privacy Status Blog Help
|Pending hours
Mon Tue Wed Thu Fri Sat Sun
15 May 16 May 17 May 18 May 19 May 20 May 21 May
erIter Campaign (The Paper Co.) 0 0 0 7:00 0 0 0 2:00
Business Development
WlnI:er Campaign (The Paper Co.) 0 8:30 0 0:04 0 0 0 17:34
Design
erIter Campaign (The Paper Co.) 0 2:00 4:15 0:30 0 0 0 6:45
Project Management
View timesheet details 0 10:30 4:15 16:34 0 0 0 31:19
Pending expenses
The Paper Co. / Winter Campaign ($72.63)
May 18 Transportation ( Billable Transportation to client's office $16.43 @
May 18 Meals ( Billable $25.20 @&
May 18 Meals ( Billable $31.00
Total $72.63
Approve timesheet Email Jane Smith
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval ® Unsubmitted Approved
P .
Approve Jane's timesheet for 15 - 21 May 2023
Total hours @ Billable 24:19 Expenses
31:19 () Non-billable 7:00 $72.63
Pending hours
Mon Tue Wed Thu Fri Sat Sun
15 May 16 May 17 May 18 May 19 May 20 May 21 May
erIter Campaign (The Paper Co.) o o o 7:00 o o o 2:00
Business Development
WlnI:er Campaign (The Paper Co.) o 8:30 o 0:04 o o o 17:34
Design
erfter Campaign (The Paper Co.) 0 2:00 4:15 0:30 0 0 0 6:45
Project Management
View timesheet details 0 10:30 4:15 16:34 0 0 0 31:19
Pending expenses
The Paper Co. / Winter Campaign ($72.63)
May 18 Transportation ( Billable Transportation to client's office $16.43 @
May 18 Meals ( Billable $25.20 @&


Filtering projects

screenElements:
Combobox
Search Bar
Progress Indicator

screenPatterns:
Filter & Sort
Other Content
Filter & Sort

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
+ New project Import Export Q Search by project or client
Projects

Active projects (7) v Filter by client v Filter by manager v
Dundee All clients
[DU-C-S0823] Summer Campaign $20,000.00 $0.00 | Active clients $0.00 | Actions v

. Dundee
Example Client
Example Client
Example Project 50.00 34,00 (N $1,222.75 | Actions v
Michael Scott Paper Company
Michael Scott Paper Company The Paper Co.
[DLVR-MSPC] Wholesale Deliveries 0.00 Vance Refrigeration $0.00 | Actions v
Tech Support 0.00 $0.00 | Actions v
The Paper Co.
Winter Campaign $0.00 $0.00 $1,168.48 | Actions v
Vance Refrigeration
[GLOSS-VANCE] High-Gloss Fliers 0.00 $0.00 | Actions v
[PRNT-VANCE] Printer Paper Supply 0.00 $0.00 | Actions v
Terms Privacy Status Blog Help
|Import Export Q Search by project or client
Projects
Active projects (7) v Filter by client v Filter by manager v
Client Budget Spent Remaining Costs
Dundee
[DU-C-S0823] Summer Campaign $20,000.00 $0.00 $20,000.00 (100%) $0.00 | Actions v
Example Client
Example Project 50.00 3400 (N 16.00 (32%) $1,222.75 | Actions v
Michael Scott Paper Company
[DLVR-MSPC] Wholesale Deliveries 0.00 $0.00 | Actions v
Tech Support 0.00 $0.00 | Actions v
The Paper Co.
Winter Campaign $15,000.00 $850.85 $14,149.15 (94%) $1,168.48 | Actions v
Vance Refrigeration
[GLOSS-VANCE] High-Gloss Fliers 0.00 $0.00 | Actions v
[PRNT-VANCE] Printer Paper Supply 0.00 $0.00 | Actions v
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
+ New project Import Export Q Search by project or client
Projects

Active projects (7) v Clear filters Client: Michael Scott Paper C... v Filter by manager v
Client Budget Spent Remaining Costs
Michael Scott Paper Company
[DLVR-MSPC] Wholesale Deliveries 0.00 $0.00 | Actions v
Tech Support 0.00 $0.00 | Actions v

Terms Privacy Status Blog Help


Configure Invoices

screenElements:
Chip
Stacked List
Badge

screenPatterns: Dashboard Charts

screenElements:
File Upload
Chip
Stacked List
Badge

screenPatterns:
Settings & Preferences
Settings & Preferences
Settings & Preferences
Settings & Preferences
Dashboard
Charts

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
Company information Customize appearance
Default values Configure your invoices to your liking.
A ran
| R Logo Choose file | No file chosen
Messages Your logo will be displayed on the top left corner of invoices. For best print result, please make sure your
logo image is at least 1500 pixels wide. Logos may be JPG, GIF, or PNG images under 5MB in size.
Translations Snail-mail friendly Show the client's address on the left for the envelope window
Item types Hide columns Hide Item Type column
Hide Quantity column
Online payment . o
pay Hide Unit Price column
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
| Company information Configure company information
Default values Information about your company, which automatically shows up on all future and existing invoices.
Appearance .
Name Hyperion
Messages
Address
Translations
Iltem types
. 4
Online payment
Save company information
Send messages as
Set up different email addresses to send your invoices and estimates. Learn more
+ Add email
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure

Company information Item types

Default values + New item type

Appearance

Edit = Product (Default for expenses) Delete

Messages

Translations Edit Service (Default for billable hours or fees) Delete
| Item types

Online payment

Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
Company information Configure default values
| Default values The following default values will automatically show up the next time you create an invoice.
Appearance
Tax % Enable second tax
Messages
Time rounding No rounding v
Translations Controls rounding in summary time reports and invoices. Time is never rounded in detailed time reports and
timesheets.
Iltem types
Payments due Upon receipt v
Online payment
Invoice subject
The invoice subject is a one-liner to quickly summarize what the invoice is for. Subjects can be different per
invoice, but you might have a common template, which you can specify here as a default. Or just leave it
blank.
Invoice notes
Z
Invoice Notes show up below line items on invoices. You can add additional information such as payment
method, payment terms, or additional tax information.
Save default values
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
Company information Messages
Default values You can customize the email message that you send to your clients. Below are the variables you can use in the message.
Appearance
%invoice_id% %invoice_issue_date%
| Messages Invoice ID number Issue date of the invoice
%invoice_po_number% %invoice_issue_year%
Translations Invoice PO number Issue year of the invoice
ltem t %invoice_subject% %invoice_issue_month%
emlypes Invoice subject Issue month of the invoice (month number)
Online payment %invoice_client% %invoice_issue_month_name%
Your client’'s name Issue month of the invoice (English month name)
%company_name%o %invoice_due_date%
Your company’s name Due date of the invoice
%invoice_amount% %days_past_due%
Total open balance of the invoice Days past due
%invoice_payment_total% %invoice_url%
Sum of all payments issued on this invoice Link to Web Invoice, expanded upon sending
Invoice message
This is the email message sent to your client when you send them an invoice through Harvest. By default, Harvest will include
an invoice summary in the message.
Subject Invoice #%invoice_id% from %company_name%
Body e
Invoice Summary
Invoice ID: %invoice_id%
Issue date: %invoice_issue_date%
Client: %invoice_client%
DO rniirmbiare 0 imusaAicea mea mniirma e v0l.
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
Invoices
Q Search by invoice ID
Total open Invoices issued in 2023 M Open [ Paid
$43,324.00 $50,000
$40,000
$30,000
Total paid amount 20,000
$7,500.00 _— O
For invoices issued in 2023.
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Open 4 All invoices
Status Issue date A ID Client Balance
Due today 05/18/2023 2 The Paper Co. $2,800.00
Due today 05/18/2023 1 The Paper Co. $20,324.00
Due 8 days ago 05/10/2023 3 Michael Scott Paper Company $10,000.00
Due 44 days ago 04/04/2023 4 Vance Refrigeration $10,200.00
Total $43,324.00
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
Company information Set up on"ne payment
Default values Turn tracked time and expenses into invoices and effortlessly collect payments with integrations. You can link an existing Stripe
or PayPal account, or create a new one. Learn more
Appearance . . . .
To manage online payment, go to Settings > Integrations > Online payment.
Messages i
Go to Settings
Translations
Iltem types
| Online payment
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
Company information Tra nslations
Default values Translate every label on a Harvest invoice. Your translations will show up on the printed and PDF versions of all invoices.
Appearance .
Document title INVOICE
Messages
From From
| Translations !
For Invoice For
Iltem types . .
Invoice ID Invoice ID
Online payment
PO number PO Number
Issue date Issue Date
Due date Due Date
Upon receipt upon receipt
Tax2 Tax 2
Discount Discount
Subject Subject
Item type Item Type
Description Description
Quantity Quantity
Unit price Unit Price


Privacy

pagePatterns:
Terms & Privacy Page
Footer Section
Landing Page

screenKeywords:
Clag Go to clay.earth
O, How can we help? Search
Back to Other
Security and Privacy
Updated 2 days ago - ~11 minute read
Privacy and security are too important for
legalese. Clay does not own your data, nor do we In this article
sell it to others or use it for advertising. It's your Sign in with Apple
data, period.
Calendar
This policy applies to all information collected or Email
submitted on Clay’s website and our apps for Notes
iPhone and any other devices and platforms. Twitter
After account creation, you will be asked to connect Linkedin
external accounts like email, calendar, and Twitter. Facebook
You'll need to connect at least one account for Clay iMessage and Contacts
to be useful, but adding additional accounts is Nexus and Al features
optional. Connected accounts are only used to build Tochnical information
a holistic view of your network; each has special
Security Vulnerability Disclosure
protections to ensure Clay only uses data that is
. . Compliance Information
necessary for the product, and that sensitive fields
are protected. Changes to this policy
Questions or Concerns
Sign in with Apple
|- STORIES RS P GET CLAY FREE -
Sy ! - A - '..\“\\ \\ . ,, :‘ .
y a 6 I.I .L . s Q \§ E """:!\ %> Y
" N N 3 W
: S < ‘. : : - 1 5 - ) | : ‘R‘ Py
i [} ks e g K | = e = ]
e e v § b 4 . = A5
8 3 | L\ : l,f ; /! e ‘ ey
. T Y i I;p' R.A . 6%
—— y/ - - | ’\\B\\, £ ‘2’. ,\_:‘R 3 (’. .
k ] [" @ p EURSEN ) :'
\ b - = !u; '3 V?'l- A “ o ]
S : (0570 o I
_ o \ % ’0‘“ 0 ¥ U
o o €5 5)
LS > PR
"i&",) “‘ 2 "!é‘év |
My f = |
[ | : &g a L 50
INTERVIEW INTERVIEW COMING SOON COMING SOON
Mackey Saturday Will Allen Shannon Brayton Thelma Golden
clag STORIES CAREERS PRICING ABOUT CONTACT DIRECTORY LIFESTYLE PRIVACY COMMUNITY LIBRARY .'
|Technical information

Email marketing

Clay uses your account email for product features like daily and weekly summaries, product
update newsletters, and one-off transactional notifications like subscription receipts and support
issues. You can unsubscribe from newsletters and notifications at any time.

Ads and analytics

The Clay iOS, Web, and Desktop apps collect various usage metrics, such as the percentage of
users who use particular features or when users sign in, for the sole purpose of improving the
app and proactively identifying errors/performance bottlenecks. This telemetry is limited to
high-level product usage and never includes any sensitive contact data like notes or contact
information. As Clay grows in the coming months, we will begin to anonymize all telemetry data
to further enhance the privacy of our members.

Information usage

We use the information we collect to operate and improve our website, apps, and customer
support.

We do not share personal information with outside parties except to the extent necessary to
accomplish Clay’s functionality.

We may disclose your information in response to subpoenas, court orders, or other legal
requirements; to exercise our legal rights or defend against legal claims; to investigate, prevent,
or take action regarding illegal activities, suspected fraud or abuse, violations of our policies; or
to protect our rights and property.

In the future, we may sell to, buy, merge with, or partner with other businesses. In such
transactions, user information may be among the transferred assets.

Information isolation

ralrT T T LY . ] I T Y T Y T Y ] Y


Expenses

screenElements: Chip Illustration

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Expenses
+ Track expenses
22 - 28 May 2023 Submit for approval
Wed, 24 May Example Project (Example Client)
Mileage [50.00 miles] ( Billable $32.75 Edit
Fuel
Total: $32.75
15 - 21 May 2023 Resubmit for approval
Thu,18 May  Winter Campaign (The Paper Co.) $31.00 Edit
Meals ( Billable
Thu,18 May  Winter Qampalgn (The Paper Co.) $25.20 @ Edt
Meals ( Billable
Thu,18 May  Winter Campaign (The Paper Co.)
Transportation ( Billable $16.43 @  Edit
Transportation to client's office
Total: $72.63
Terms Privacy Status Blog Help
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Expenses
+ Track expenses
PAVAVAVAVAN
("’ O
v
/
Record those airline tickets, meals, miles, and other expenses in Harvest
so you can more accurately budget projects and invoice clients.
Terms Privacy Status Blog Help


Contractor

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Time Detailed time Detailed expense Contractor Uninvoiced
¢« » This month: 01 - 31 May 2023 Month
-3
ke
D
A q
% o}
Do you work with contractors? Add them to your Harvest account and
you can easily stay on top of their hours and costs with this report.
Learn more about working with contractors in Harvest
Terms Privacy Status Blog Help


Adding a new time entry

screenPatterns:
Home
Empty State

screenElements: Dialog Button

screenElements: Illustration Dialog Button Drawer Toast Combobox

screenPatterns:
Home
Empty State
Add & Create
Add & Create
Acknowledgement & Success

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval Unsubmitted Approved
« > Today: Thursday, 18 May & Week
Mon Tue Wed Thu Fri Sat Sun Week total
+ 0:00 0:00 0:00 0:00 0:00 0:00 0:00 0:00
Track time
|
NV
=<
ARY-E
\ &) N
~' -
7% 'ﬁ
-
This is the Day view of your timesheet.
Keep track of where your time goes, down to the minute.
Submit week for approval
Terms Privacy Status Blog Help
|New time entry for Thursday, 18 May
Project / Task
Example Client o
Example Project
Design v
Notes (optional) 000
|New time entry for Thursday, 18 May
Project / Task
The Paper Co. o
Winter Campaign
Design v
Brainstorm 100
|I %
%
11111
A
A\ N\ TN
A\ \ N
A faster way to New time entry for Thursday, 18 May
track time
Project / Task
Connect Harvest with either
Google or Outlook to track w? :’apg Co. v
your calendar events right to inter Lampaign
your timesheet. .
Design v
Connect to Google Brainst
rainstorm
1:00
Connect to Outlook
or Learn more Cancel
I'll set this up later
Never show me this again
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Timesheet Pending approval Unsubmitted Approved
« > Today: Thursday, 18 May & Week
Mon Tue Wed Thu Fri Sat Sun Week total
+ 0:00 0:00 0:00 1:00® 0:00 0:00 0:00 1:00
Tracktime  Winter Campaign (The Paper Co.)
Design 1:00 (© Start | Edit
Brainstorm
Total: 1:00
Submit week for approval
Terms Privacy Status Blog Help
|New time entry for Thursday, 18 May
Project / Task
Example Client o
Example Project
| |
Example Client
Example Project
‘ The Paper Co. |
Winter Campaign


Subscribing to a reminder

screenPatterns:
Follow & Subscribe
Acknowledgement & Success

screenKeywords:
Embroidered Sweatshirt $75
FIRST EDITION
The limited edition Clay embroidered sweatshirt is designed & embroidered by
artisans in New York City. Wordmark created by the award-winning studio of
Mackey Saturday.
SIZE Xs s @ L XL
DETAILS e 80% organic cotton [ 20% recycled polyester

o Wordmark by Mackey Saturday

o Regular fit crew neck

¢ Dry clean only

e Unisex

JDOE.MOBBIN®eGMAIL.COM | REMIND ME
|Clay STORIES ~ CAREERS  PRICING = ABOUT SIGN IN w
Embroidered Sweatshirt $75
FIRST EDITION
The limited edition Clay embroidered sweatshirt is designed & embroidered by
artisans in New York City. Wordmark created by the award-winning studio of
Mackey Saturday.

SIZE Xs s @ L XL
DETAILS ® 80% organic cotton [ 20% recycled polyester
o Wordmark by Mackey Saturday
o Regular fit crew neck
¢ Dry clean only
e Unisex
ENTER E-MAIL | REMIND ME
|Clay STORIES  CAREERS  PRICING  ABOUT SIGN IN w
Embroidered Sweatshirt $75
FIRST EDITION
The limited edition Clay embroidered sweatshirt is designed & embroidered by
artisans in New York City. Wordmark created by the award-winning studio of
Mackey Saturday.

SIZE XS s @ L XL
DETAILS ® 80% organic cotton [ 20% recycled polyester
o Wordmark by Mackey Saturday
o Regular fit crew neck
¢ Dry clean only
e Unisex
Thank you! You'll hear from us soon.


Shared people

screenElements:
Side Navigation
Stacked List

screenPatterns:
Home
Dark Mode

screenKeywords:
Clay 2 Shared People &1 .
O, search | Personal ® SHARED BY John Smith .

& tome Personal ®
“O: Review

COLLECTIONS

@ People

® Notes

4 Reminders

SHARED WITH ME

‘2 Shared People

GROUPS +

* Starred

¢ Coffee Club

¢ NYC Friends

+ New Person o
|Clag < Personal ® - SHARED WITH YOU BY JOHN SMITH L
O, search

©) Home Personal ®
‘O Review

COLLECTIONS

® People

® Notes

4 Reminders

SHARED WITH ME

‘2 Shared People

GROUPS +

* Starred

e Coffee Club

¢ NYC Friends

-+ New Person o
|Clay Home L
[e] R . O
\ Search £y Learning the basics (& OVERVIEW
@ Home WELCOME TO CLAY - MAY 18 ‘ PEORLE
Here's a quick introduction to Clay if you're just getting started.
0 Review quick introduction to Clay if you're just getting 3
NOTES

COLLECTIONS {3y Welcome to Clay! ‘ —

WELCOME TO CLAY - MAY 18
® People . , . ) - I MOMENTS

Welcome to the Clay Community! Clay is much better with friends — share an invite with them.
® Notes snare an Ivike 737

Reminders

+ 3y Connect all your accounts

WELCOME TO CLAY - MAY 18
SHARED WITH ME
2 Shared People . . . . . . .

We support email, calendar, Twitter, Facebook, LinkedIn, iMessage, and Contacts. Connect more.
GROUPS +
* Starred 13y Personalized welcome guide

WELCOME TO CLAY - MAY 18

We've brought in 3 people you know over the past 4 months, 4 weeks and created a personalized welcome guide

detailing how to unlock the full power of Clay.

1y Discover your relationships
WELCOME TO CLAY - MAY 18
Search through your relationships in plain English. Here are some examples, personalized for you:
08y Reconnect ®

RECONNECT - MAY 18

Take a moment to reflect on your relationships with Abigail
+ New Person ]
|Clay < % Shared People w

O, search

) Home

‘O Review

COLLECTIONS

® People

® Notes

4 Reminders

SHARED WITH ME

‘2 Shared People

GROUPS + ;g

*

starred Shared People

¢ NYC Friends ) )

People shared with you will
show up here
-+ New Person °


Global profile

screenElements:
Grid List
Card

screenElements:
Divider
Grid List
Card

screenPatterns:
User / Group Profile
User / Group Profile

screenKeywords:
GLOBALCITIZEN AUG 2011 - AUG 2012

- Helped produce the Global Poverty Project’s Global Festival; in which GPP partnered with 10 major
nonprofits to produce a concert focused around social impact occurring on September 29th, in
Central Park funded by the Bill and Melinda Gates Foundation as well as the Sumner Redstone
Foundation where Black Keys, Foo Fighters, Crazy Horses, Band of Horses and K'naan performed.
-Secured the strategic partnership to build out The Global Festival's ticketing platform (a mobile
application that “monetizes” social impact, where individuals have to earn points through giving
back/taking action on behalf of the 10 participating organizations.)-Helped build the teams for
sponsorship, media, artist outreach, and nonprofit partners. -Secured partners for ticketing,
nonprofits, and digital

Partner of the Ainsworth; Formerly Events and Marketing Director

PAIGE HOSPITALITY GROUP MAY 2009 - APR 2019

- Partner in Paige Hospitality Group; | built the event and marketing department from the ground up
for Paige Management, bringing the company from a 3 venue company in 2009 to its now 8 venue
company status . Venues in this portfolio include Ainsworth 26th Street, (prestigious, well known
venue and sports oriented Gastropub, (voted best sports venue 3 years in a row by Zagat)), 121
Fulton Street, Southampton Social Club, the Hill, Windsor, Ainsworth Park, Ainsworth Hard Rock, and
the Chester. -Developed all departments for Paige and all properties including grassroots marketing
and business development, reservation system, customer loyalty, large scale event department,
internship program, external events, (sponsorship and production), websites, PR, sponsorship and
social media. <In 2009, executed and planned over 1 million dollars’ worth of events in the month of
December alone.-Booked and executed over 6 million+ dollars worth of events. These clients were
including but not limited to, Marquis Jets, Dockers, Harley Davidson, AdAge, GMA, CBS, EA Sports,
Acura, Better Homes and Gardens, etc. -Planned and executed all external events including events at
Sundance, Super bowl and all marketing, branding and events for the Paige Estate in the Hamptons,
(summer 2012), where Paige partnered with Moet and Belvedere to host small curated tastemakers
dinners as well as large scale 700+ events each weekend. -Launched Charity Connector September,
2011, which has become the social responsibility platform/arm for Paige Management, connecting
nonprofits to individuals/brands and sponsors and planning an event at one of the venues on a
weekly basis.-Worked with over 250 nonprofits in the past 3 years

EDUCATION

University of Connecticut

Bachelors/Masters, Elementary Education/English - Curriculum and Instruction
WEBSITES

https://amandaslavin.com/
|Clag  GLOBAL PROFILE ma
- d with Clay -
\ A tfully designed relationship
[i Amanda Slavin NEwW YORK, NEW YORK, UNITED STATES manager for macOS and i0S.
O CLAY

INFO

- This public profile is provided
courtesy of Clay. All information

| believe that everyone deserves the right to be inspired and an active participant in their found here is in the public domain.

own life and that starts with how | define engagement.
Contact Us

| am a former educator with a Masters in Curriculum and Instruction, the #1 best selling Claim Profile

author of The Seventh Level and Co-founder of CatalystCreativ and Forbes 30 Under 30 Suggest Edit

for Marketing and Advertising.

| help companies define, assess and understand what engagement means so that they

can connect with their customers and thrive based on meaningful metrics. | define

engagement as authentic, meaningful human connection that leads to the granting of

time and attention. In an overwhelming marketplace where companies are struggling to

garner the attention of their employees, (internal customers) and audience, (external

customers) my seventh level methodology helps companies attain engagement, as more

than just vanity metrics. | have applied this specialization in engagement throughout my

career (education, hospitality, events, marketing, branding) for the past 10+ years.

In 2012, | cofounded CatalystCreativ with the intention to activate passive consumers

into active participants (as employees/customers and humans) using this proprietary

engagement framework (www.the-seventhlevel.com).

CC is an award winning community design agency that has worked with fortune 100

companies and a plethora of start-ups and nonprofits such as: Coke, NPR, Dell, The

Raiders, Google, TNC, Hubspot, on brand development and design, experiential

marketing and strategic consulting.

Drinr +A CC | attandad Noaan S~hanl Af Ediicatinn ot L 1CARA Intanratad RBachalar and
|| am an active angel investor and venture partner (OzoneX), advisor (ex: Hubspot,
Speakfully, SEEN, Global Citizen), speaker, (ex: TedX, INBOUND, Chicago Ideas Week,
etc), and writer (ex: Forbes, Entrepreneur, Business Insider, Huffington Post).

| am very passionate about education and changing the way we learn, and | believe that
brands and people of influence are the best teachers in the world, they just need the
right curriculum to inspire and educate their internal and external customers, and that
starts with engagement.

SOCIAL

Eliny

EXPERIENCE

Co-Founder

CATALYSTCREATIV AUG 2020 - CURRENT

Venture Partner

OZONE X VENTURES JUN 2020 - CURRENT

Member of The Board of Directors

SPEAKFULLY APR 2020 - CURRENT

#1 Bestselling Author, The Seventh Level

THE SEVENTH LEVEL BOOK OCT 2019 - CURRENT

QUOTE FROM TONY HSIEH: AUTHOR OF #1 NY TIMES BESTSELLER"DELIVERING HAPPINESS" AND
CEO OF ZAPPOS.COM"Amanda Slavin is one of those special people that you wish you could clone
to make the world a better place, but at the same time, you're a little scared to clone her because so
much information comes out of her at 100 miles per hour that there’'s no way you can keep up with
more than one Amanda. So | was excited to hear that she was able to capture everything that was in
her head and coming out of her mouth into something printed on paper.One of the philosophies I try
to live by (and use for employee all hands meetings) is ICEE (an acronym | made up to help with
remembering): Inspire, Connect, Educate, and Entertain.Amanda’s Seventh Level of Engagement
framework resonates with the way | think about business and life, so it's not surprising that Amanda
and | get along so well since her self-described Seventh Level (which | found out about after | read
this book) is about “building connections while inspiring and educating others.”l'd recommend this
book for anyone looking to take change their organization for the better by connecting more
mMmasninafiilhvy +Aa armialAaviace AlictAarmmare Ar odhor ctalbabhaldare AnA +ha AanA manvicie 1 He miinrh anciar
|Clay STORIES ~ CAREERS  PRICING  ABOUT SIGN IN m
We're lucky to be backed by some of the most experienced investors, operators,
and executives across industries who embody conscientiousness.
i Adam Evans f Amanda Slavin , Avichal Garg
Former co-founder of RelatelQ > Author and marketing strategist > y' Former Director of Product at Facebook >
3 . q N - A .
“ Brian O'Malley “ Charlie Songhurst Colin Zima
General Partner at Forerunner Ventures > Former head of M&A at Microsoft > I Data at HotelTonight, Google Search Ervgineer_>
Derek Dolin ( Jaclyn Rice Nelson Jeff Morris Jr.
Music manager for Calvin Harris > f Former VP at Google Capital > Former VP of Product, Revenue at Tinder >
G Jonah Goodhart Josh Miller & Kelvin Beachum Jr.
Former SVP at Oracle > ® CEO at The Browser Company > ’ NFL athlete, investor, and philanthropist >
Kevin Hartz Kirsten Green &J M) Lindsay Kaplan
Co-founder of Eventbrite > Founder of Forerunner Ventures > Co-Founder of Chief; VP of Brand at Casper >
. . 7z o
Lindsay Ullman Niko Bonatsos ‘ Peter Boyce Il
VP of Product at Angi > Managing Director at General Catalyst > < Founder at Stellation Capital >
Quentin Clark Ryan Delk 3 Sam Lessin
Managing Director at General Catalyst > G Co-founder of Primer > ‘ Former VP of Product at Facebook >
Shannon (Stubo) Brayton Will Allen e Zoelle Egner
Investor and former CMO of Linkedin > Investor and former NFL athlete > 9 ‘ Former marketing lead at Airtable >


What’s new

pagePatterns:
Releases & Changelog Page
Releases & Changelog Page
Support & Help Center Page

screenKeywords:
’

Clay’s all new search
Welcome to all our new members this week — there sure are a lot of you! We've been working
behind the scenes on a major upgrade to our search infrastructure that should unlock some
powerful new queries and make Clay’s search even faster — be sure to update the iOS, Mac,
and Windows apps to the latest version to take advantage of these changes.
® New in this release
@8 Search by field: You can now search specific fields in Clay, making Clay’s search even more
powerful. Simply type the name of a field, followed by a colon and the term you're looking for.
You can view the full list of available fields here. Some ideas:

e 'name:Brown will find only people with the first or last name Brown, not people who went to

Brown University

® note:"gift ideas" will find people who you wrote gift ideas about in their notes

o company:"The New Yorker" will return only people you know who work at The New Yorker
¥ Date-based searches: See who you met in a particular year — it’s a time machine into your
meeting and interactions over time.

e [firstMet:2015 — great for seeing old relationships blossom

® [lastMet:2020 — helpful to find people you lost touch with during Covid

® lastText:<2023 lastText:>2018 — people you last texted in 2019-2022
® Advanced search: For searches that are very specific, you can now use advanced search
operators to get hyper-granular results. They work just like Google:

e Surround a phrase with quotes to find people with that exact phrase in any field. For

example. "social media marketing" or "<et propulsion"
|Clag Go to clay.earth
O, How can we help? Search
What's New
, . .
Clay’s Community Forum and a Twitter
Update
This week in Clay, we have a handful of bug fixes and improvements and the launch of our new
Clay Community Forum! Read on to learn more @.
® New in this release
csa a0
rlay s a =N
Welcome to our community
[We're hepry to have yots here!IFyoni nsed help, plemse search before yo post’

[stanegoes » | [atgs » | (Y Lot Tor + NewTopic

== 0E

= HE=
|22 Introducing Clay’s Community Forum!
We're excited to announce that we’ve created a new place for community members to share
tips, tricks, solutions, and feedback with each other and with our Clay Team. Check out our
new Clay Community Forum to participate in discussion and learn how to make the most of
your Clay account.
The forum is brand new, so we’d love your feedback if you have ideas for topics or posts! You
can always reach out to us at care@clay.earth
®: Twitter Update
Our Twitter integration has been temporarily suspended, alongside many other companies. We
have contacted Twitter Developer Relations and have a few other contingency plans to resolve
this issue ASAP. We apologize for any inconvenience this may cause and appreciate your
patience as we figure it out!
*#+ Fixes and Improvements
o [ Pushed a fix to display correct birth month on profiles regardless of the date of
viewing.
o & Made improvement that allows users to access the Archive view when the People view
is empty.
& Bug fixes and a design highlight
|New to Clay? Best Practices
Getting Started Organizing Clay with Groups and Tags
The Clay Method Pro Tips
A Day in the Life Note Taking
Navigation Clay for Executive Assistants
Using Clay What's New
Getting Started with Nexus Clay’s Community Forum and a Twitter Update
Search ® Bug fixes and a design highlight
Home @ Upcoming Birthdays and Additions to Clay’s
Revi YouTube Channel
eview
Notes Group Sharing
Reminders Clay’s all new search
See all 7 articles & Introducing Clay for Windows
See all 59 articles
Contacts & Your Profile Groups
About Cards Starred
Contact Cards Groups
Your Profile Group Members
Integrations Account & Settings
Gmail and Google Calendar Billing


Sending an invoice

screenPatterns:
Other Action
Other Content

screenKeywords:
Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
v/ Message sent to John Smith <jane2.mobbin.test@gmail.com>. Dismiss
'
|nVO|CG 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:05pm View history
Edit invoice Actions v Balance: $20,324.00 = Record payment
INVOICE :\
Invoice ID 1 Invoice For The Paper Co.
Issue Date 05/18/2023 Edit info
Due Date 05/18/2023 (upon receipt)
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00
Amount Due  $20,324.00
Attach file | Attach expense report
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
i Draft
|nVO|CG 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice created. Jane Smith on 05/18/2023 at 3:04pm View history
Edit invoice Actions v Balance: $20,324.00 Record payment
Send as Jane Smith <jane.smith.mobbin@gmail.com>
Recipients John Smith (jane2.mobbin.test@gmail.com)
Send me a copy
Sending to someone else? Add contact
Message subject Invoice #1 from Hyperion
Message body
Invoice Summary
Invoice ID: 1
Issue date: 05/18/2023
Client: The Paper Co.
P.O. number:
Amount: $20,324.00
Due: 05/18/2023 (upon receipt)
Include a PDF version of the invoice
R EY N B S e [ v pmm I'H P
|Time Expenses Projects Team Reports Invoices Manage Settings JS Jane
Overview Report Recurring Retainers Configure
'
|nVO|CG 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice updated. Jane Smith on 05/18/2023 at 3:05pm View history
Edit invoice Actions v Balance: $20,324.00 Record payment
INVOICE :\
Invoice ID 1 Invoice For The Paper Co.
Issue Date 05/18/2023 Edit info
Due Date 05/18/2023 (upon receipt)
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00
Amount Due  $20,324.00
Attach file | Attach expense report
Invoice history
|- - - - - .. .1
i Draft
|nVO ice 1 (8 Web Invoice | B PDF | & Print
Latest activity: Invoice created. Jane Smith on 05/18/2023 at 3:04pm View history
Edit invoice Actions v Balance: $20,324.00 Record payment
INVOICE —@
Invoice ID 1 Invoice For The Paper Co.
Issue Date 05/18/2023 Edit info
Due Date 05/18/2023 (upon receipt)
Item Type Description Quantity Unit Price Amount
Service Hosting 1.00 $123.00 $123.00
Service Work 1.00 $20,201.00 $20,201.00
Amount Due  $20,324.00
Attach file | Attach expense report
Invoice history
@ Invoice created.
Jane Smith on 05/18/2023 at 3:04pm