Running a quick test payment validates that your Karbon Payments setup works as expected before you invoice real clients.
Steps
1. Create a Test Client (Optional but Recommended)
Creating a dedicated test client keeps your test activity organized and separate from real clients.
Navigate to Contacts and click Add Contact.
Name the contact something like: Test Client – Internal.
Use your personal or team email address as the primary contact.
Click + Add Work, select a work template or create a new one.
Open the Time & Budgets tab.
Set the Fee Type to Fixed Fee.
Enter a fee amount of $1.00.
Pro Tip: Using a small fixed fee allows you to simulate real payment behavior without a significant charge.
2. Create and Send a Test Invoice
Go to the Billing tab.
Locate the test work item under the Billing Entity in the Unbilled section.
Select the work and click Create 1 Draft Invoice.
Review the invoice, then click Approve.
Click Send to deliver the invoice to your inbox.
The invoice will come from the user account that sends it.
3. Pay the Invoice
Open the email and click the Review and Pay link.
Use a company or personal card to complete the payment.
Note: This is a live transaction — you will be charged the full amount of the invoice.
4. Confirm the Payment Status
Return to Billing > Invoices > Paid.
You should see your test invoice listed with a Paid status.
You’re All Set!
Once your test payment is confirmed, your Karbon Payments setup is verified and ready to start collecting real payments from clients.
Need More Help?
Visit our full Billing & Payments Help Center Collection