Note: This article is intended for use by customers who are currently participating in the beta test for this feature. Not all customers will have access to the feature discussed in this article.

The Billing feature is available to every Admin, to turn this feature on, head to your profile off of the main menu > click edit > scroll down to extras and click on Billing. Be sure to click save and it will then be enabled, you will notice a billing section will appear in the main menu.

Please keep in mind each Admin will need to turn this on for themselves to use the feature.

Set up Tax Rates, Tax Identification Numbers, and Invoice Templates. The information entered in these sections will then be applied to the Invoices created in Karbon.

To access your Accounts Billing Details, go into your Main Menu of Karbon and click on Settings > Billing.

The AR ledger records transactions against a set of different accounts - this includes accounts for recording Expenses, Payments and Sales Tax.

In order to align the accounts used Karbon AR ledger with the accounts in a firm's GL - a mapping needs to be created. Creating or updating an account mapping is done inside the Billing Settings (Settings > Billing).

Please keep in mind a Journal cannot be exported from the AR ledger until all of the accounts have been mapped!

If your account names or codes have changed, you can alter the account mapping by editing your Chat of Accounts and editing as needed.

Configure your Accounting Period to manage what gets included in your Journal exports.

To set up or update your Accounting period, navigate to your Billing Settings (Settings > Billing) and click 'Set Accounting Period'. Here it will allow you to set up your frequency of choice as well as of what date you'd like it to begin on.

You can further update your accounting periods by going into the Finance section under Billing on the Main Menu.

Set up tax rates for your firm that will be used when preparing invoices in Karbon in the near future. To set a tax rate go into your Settings off of the main menu and select Billing. Based on your firm's country set in Account Settings, we have populated some core tax rates.

For the US and Canada, we have set Tax Exempt and No Tax Set core rates and for Australia, UK and New Zealand, GST and VAT rates have been set for you.

If you have clients that have different tax rate requirements, you can select a tax rate for those contacts by going to the Billing section on the Details tab. When invoices are created for that contact, the tax rate will be applied to all invoices by default.

You can set up either single or combined tax rates.

It is a requirement in many countries to display tax identification/registration numbers on invoices. Below the tax rate section in your Billing Settings, you can also set up tax identification numbers by clicking.

To set up a Tax Identification Number:

In preparation for being able to send an invoice in Karbon, you can now view an Invoice Template within your Settings off of the Main Menu click into Billing and the Invoice Template will be at the bottom.

In this first version, you are able to select a default payment term (Net 7, 14, 30, or 45) and add payment instructions. When invoices are created, the payment term and payment instructions will default to those set on the Invoice Template. On the template, you can also see how the Invoice will be presented to clients including the logo and branding color chosen in Branding off of the Main Menu.

Personalize your communication to ensure it reflects your brand. Navigate to your Settings and select Branding, add a logo and choose a branding color. .

The logo will be applied to all invoices and the branding color will be used on the total and due dollar amounts on the invoice.

Once billing has been enabled, you will then be able to use the feature by viewing unbilled items, approving invoices and exporting them in Xero or QuickBooks Online format for further billing purposes.

By default, each contact will be the 'Bill To' contact when you are viewing your unbilled items. This can be changed within the contact's details under the billing details section.

If you need a single work item to be billed under a different contact, perhaps when the contact is billed as an organization, you are able to change the 'Bill To' contact within the work item. This change is made in the Basics section on the Details tab of the individual work item.

You can also individually change the 'Bill To' contact within the Unbilled section of Billing. Click on the work item that you'd like to change the bill to > use the options menu (...) on the right and choose 'Change Bill To'.

Once you've enabled Billing, you can find it by navigating to your Main Menu and selecting Billing, by default this will open your Unbilled items.

Unbilled work will be grouped by who the invoice will be issued to in alphabetical order. Each work item included in the invoice has its own Invoice Type; final or progress. By default, it is inherited from the work item’s status, when the work item has the status “Completed” it will automatically select Final invoice. However, you are able to change the invoice type to the progress type if needed.

When you click on the bill to contact, you will see the following information:

You will see work items with the fee type of Fixed Fee and Time and Materials.

All Fixed Fee type work items will appear under Unbilled unless you've created and approved an invoice with invoice type “Final”. Whereas Time and Material fee type work items will appear in the Unbilled screen when:

You can filter your unbilled view to get to the specific invoices that you need to approve or view.

You further improve your view by using the following filter options:

Once you've filtered, it will only show you invoices that match your criteria.

If there are work items in the unbilled section that isn't needed in an invoice at all or yet, you can remove individual or bulk items from the unbilled section.

To do this, navigate to the 'Unbilled' section under 'Billing' off of the main menu and select the work items you'd like removed.

If you're individually removing them, you can remove them by clicking on the options menu (...) to the right of the work item and clicking 'Remove from Billing'

If you're removing multiple, you can do this in bulk by clicking the empty boxes of the preferred work items and clicking 'Remove from Billing'

To restore work removed from unbilled:

To create a draft invoice, you can select the work items that you'd like to include and select 'Create Draft Invoice'. You can individually choose which work items to be added to an invoice

If you need to invoice all of the items in the unbilled section, you can use the multi-selection tool at the top of the page next to 'No Items Selected' to grab all the invoices shown.

Or you can select all the invoices for one client using the multi-selection tool next to your 'Bill To' contact.

If you made a mistake, you can discard a draft invoice under 'Invoices' and the work items will appear in Unbilled.

Once you've selected the items you'd like in your invoice, you can select 'Create Draft Invoice', this will automatically take you to your newly created draft invoice.

Or you can also access them from your Main menu under Billing > Invoices, by default it will show you the draft invoices first.

Adjust your invoices prior to approving them to ensure they are as accurate as possible.

You will have a full audit of the actions performed within the invoice activity section of the drafted invoice.

You can additionally mention your colleagues in the Invoice Activity of the drafted invoice which will allow them to see what updates were made.

Keep in mind if they don't have access to the Billing feature, you will not be able to add them in the comment.

For Billable Time, this can be done by changing the amount value at the total amount level or for each row. If calculated at the total amount level, the system calculates how much write-on/off there is for each row based on the hours and billable value per combination. If calculated at the row level, it will calculate the write-on/off for that time entry only.

Unlike Billable Time, you cannot carry individual time entries and cannot do this manually. Instead, the system calculates the write-on and off based on the difference between the time entries recorded on the work and the total Fixed Fee amount set on the work item. The system will only calculate the write-on/off if the Fixed Fee item is marked as a Final Bill.

You will see a positive or negative number appear under the Write On/Off column of that work item.

If you decide that you don't want to bill all the time entries listed on the invoice and want to bill them at a later time, you are able to carry the time entries.

This can be done one at a time or in bulk by clicking on the checkbox and clicking the button option that says 'Carry'.

Once the invoice is approved, these time entries can be found back in the Unbilled section. If you want to re-include time entries before approving the invoice, click the checkbox again and click 'include'.

Unlike billable time, you cannot carry individual time entries. Instead, you can carry the amount of the invoice. This can only be done if the Fixed Fee Item is marked as a progress bill (see toggle section below for information on progress vs final bills). To carry adjust the amount to be a lower value.

Next to each work item on the invoice is a toggle, when toggled on, it indicates that will be the final invoice for that work item. For Fixed Fee items, this means the Fixed Fee work will no longer appear back in unbilled after the invoice is approved. For Time and Materials work, any time entries added after the invoice is approved will not appear back in Unbilled.

The Final Bill Toggle is toggled off by default for Time and Materials work items and on by default for Fixed Fee items.

If there are billable items for the same work (e.g expenses and time) and you toggle it on for one of the items, it will turn the toggle on for all billable items attached to that work item that is on the invoice.

To discard a draft invoice, go into your draft invoices off of your Main menu under Billing > Invoices, by default, it will show you the draft invoices first.

There you can click on the draft invoice that you'd like to discard. Hover around the far right of the invoice and an options menu (...) will appear, click on the options menu and choose 'Discard'.

This will remove the draft invoice and revert it back to the unbilled items.

When you have completed reviewing your drafted invoice, you can then approve the invoice. Once you click approve, you can choose the payment due date.

Keep in mind anyone with access to Billing, will have the ability to approve an invoice.

Approve invoices will also be grouped by who the invoice will be issued to in alphabetical order.

You can filter your view to see the items you need to approve, the following filters will be available:

Using the feature will allow you to both approve and send the invoice straight away. The invoice will come from the user who clicks send. Before it is sent, the system will confirm the to and from email addresses before sending and allow you to cancel sending. If you cancel sending, the invoice will be in an approved state.

There are some issues that will stop the invoice from being able to be sent. See this article on the common issues and how to fix it.

Once successfully sent, you will find the email and a PDF version of the invoice in their sent folder in Triage. Due to privacy and the need to ensure all dollar values remain private, invoices are not automatically added to timelines. You can manually add it to a timeline or @mention colleagues through comments in the email.

Once sent, the invoice moves from the Draft list (or approved state) and into Awaiting for Payment list.

In addition to approving and sending, you can choose to just approve the invoice. Once approved, you are able to perform the following actions:

The same rules apply as above and the same checks will be made to ensure the invoice is legal. If you need to change the invoice date or add missing details, you are able to edit the invoice by putting it into a draft state.

If you use Quickbooks Online or Xero for your invoicing, you can export your invoices to QuickBooks Online or Xero formatting to import them into the system.

To do this, navigate to the approved tab within the invoices section off of the Main Menu, select the desired invoices to export and click 'Export for QBO' or 'Export for Xero'.