How To Send Letters From Harvest

Send invoices to your customers as snailmail letters directly from Harvest. Simply update your Harvest contacts and send their invoice via postal mail, as easily as send them an email.

Adjust your Harvest account

As a preparatory step for sending invoices as letters with PostalMethods, add a new contact for each client you want to be able to send letters to. When sending an invoice as a postal letter, the invoice will be sent as an email to PostalMethods using this contact:

  1. Click on the Manage tab and then on the Clients tab

    Harvest - Manages clients
  2. Click on Add Contact next to the client you wish to send letters to

    Harvest - Add a new client
  3. write a name such as Send Letter
  4. Enter the following email address to the Email box:
    send@letter.postalmethods.com and click on Save

    Harvest - Set users email address

Sending Invoices by Postal Mail

  1. Sign in to your Harvest account
  2. Click on the Invoices tab

    Harvest - Manages invoices
  3. Open an invoice or create a new one
  4. Click on Send Invoice or Send Remainder

    Harvest - Send an email message with invoice as PDF
  5. Check the checkbox next to the Send Letter recipient you created earlier
  6. Make sure that the checkbox Include a PDF version of the invoice is checked
  7. Click on Send Invoice or Send Remainder

An e-mail message containing the attached invoice is sent to PostalMethods. The address is extracted from the document; your invoice is printed, folded, inserted, stamped and delivered to the postal agency. You can see your letter being processed in the PostalMethods Control Panel Activity table.




Please Note

  • The email account you are using in order to send the email message to PostalMethods must be defined as an Allowed Email Sender in the PostalMethods Security Settings tab.
  • You can send letters via PostalMethods by using other applications, by using your favorite office application, by using our "Quick Send" web form or by using our advanced Web Services (for developers).
  • You can simulate sending letters for free in order to see how your resulting letter and envelope will look like. There is no charge for these tests. You can view your letters in the PostalMethods control panel. To simulate a letter simply include this string: /Development anywhere in the Subject line of your email and your letter will be simulated instead of being delivered to the postal service.