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The Harvest Professional Invoice System is a comprehensive application designed for managing invoices, clients, and API credentials, specifically tailored for users of the Harvest platform. This application allows users to create, send, and manage invoices efficiently, leveraging a user-friendly interface and robust backend functionalities. Users can navigate through various sections of the application using a tabbed interface, which includes options for managing templates, clients, bulk sending invoices, sending single invoices, setting up API credentials, creating custom templates, and monitoring processing status. Key features of the application include: 1. **Template Management**: Users can create, edit, and save invoice templates. The application supports both default templates for bulk sending and custom templates for individual invoices. Users can also manage their template library, including setting a default template. 2. **Client Database**: The application provides a customer management system where users can add, edit, and delete client information. Users can also import clients in bulk from CSV or text files, ensuring efficient data entry. 3. **Single and Bulk Invoice Sending**: Users can send invoices to individual clients or in bulk to multiple clients using saved templates. The bulk sending feature allows for customizable settings, including delay between sends and batch sizes. 4. **API Credential Management**: Users can upload and manage their Harvest API credentials, allowing for seamless integration with the Harvest API for invoice creation and sending. 5. **Processing Status Monitoring**: The application provides real-time feedback on the status of bulk operations, including success and failure counts, and allows users to export results for further analysis. 6. **User-Friendly Interface**: The application is built using React and TypeScript, ensuring a responsive and interactive user experience. It utilizes various UI components for forms, tables, alerts, and dialogs, enhancing usability. 7. **Data Persistence**: The application simulates a database using local storage, allowing users to retain their templates, clients, and invoices across sessions. To use the application, users can start by setting up their API credentials, followed by creating or selecting invoice templates. They can then manage their client database and proceed to send invoices either individually or in bulk. The application provides helpful alerts and progress indicators to guide users through their tasks. Overall, the Harvest Professional Invoice System is a powerful tool for businesses looking to streamline their invoicing processes while maintaining flexibility and control over their client interactions.
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Last Updated July 9, 2025