When creating invoices from Unbilled in Karbon, you need to add them to a draft billing run (only draft invoices will be visible in the options). If you are creating a single invoice, you will be taken directly to that invoice. If you are creating multiple invoices, you will be directed to the chosen billing run, where you can drill down into the specific invoice you want to start with.

Please keep in mind if you have a draft invoice for a work item or contact and add additional time entries, these will automatically be added to the draft.

When you view a draft invoice, you will see three tabs:

1. Data

2. Presentation

3. Activity & Comments

This guide focuses on the Data section, where you can make adjustments to the draft invoice before sending it to clients.

Each invoice will list out the billable items, such as Billable Time, Expenses, or Fixed Fee work. The adjustments you can make and the information provided vary depending on the billable item type.

For billable time you can adjust the amount value at the total amount level or for each row. If calculated at the total amount level, the system will distribute the write-on/off amount across each row based on the hours and billable value per combination. If done at the row level, it will calculate the write-on/off for that specific time entry.

For example:

If you decide not to bill all the time entries listed on the invoice and want to bill them later, you can carry the time entries. This can be done individually or in bulk by selecting the checkbox and clicking the 'Carry' button. Once the invoice is approved, these time entries will appear back in the Unbilled section. If you want to re-include time entries before approving the invoice, select the checkbox again and click 'Include'.

If there are unused time entries (including unassigned) on the work item, they are aggregated into one row to give the user the necessary information without overwhelming the screen.

When viewing Fixed Fee billable types on an invoice, less data is shown since fewer decisions need to be made. You will see the item name (work item) and carry and write-on/off columns.

Unlike billable time, you cannot carry individual time entries for Fixed Fee items. Instead, you can carry the invoice amount if the Fixed Fee Item is marked as a progress bill.

Adjusting the invoice amount to a lower value will carry the remaining amount to the next invoice and appear back in Unbilled when the invoice is approved.

For Fixed Fee items, the system calculates the write-on/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 only calculates the write-on/off if the Fixed Fee item is marked as a Final Bill.

For example:

For Fixed Fee items, you can also adjust the amount value. If the item is marked as a Final Bill, changing the amount value will increase the total amount of the invoice without changing the write-on/off value. If the item is marked as a Progress Bill, it performs the carry action.

Expenses can be manually written on/off by changing the amount column. They cannot currently be carried when on a Fixed Fee item, but if recorded against a Time and Materials work item, they can be carried exactly like Billable Time.

Next to each work item on the invoice is a toggle indicating whether it 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 unless expenses are added.

For Time and Materials work, any time entries or expenses added after the invoice is approved will continue to appear back in Unbilled, even if there is a Final invoice.

The Final Bill Toggle is 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 item, it will turn the toggle on for all billable items attached to that work item on the invoice.

If you're not sending a tax invoice to one of your customers, you can change the field that appears on the invoice from 'tax invoice' to 'invoice'. This can be set on the invoice template or on a per-invoice basis.

Best Practice Tip: For consistent invoice appearance, set this field on the invoice template.

You can choose to display invoices by individual time entry (for billable time) on the invoice template and from the presentation tab on each invoice. If this option is set on the template, all future invoices will display individual time entries if applicable.

When selected, the quantity column will represent hours, and the unit price will be the time entry rate. If the summarized option is chosen, the columns remain unchanged.

If a write-on or off is applied, the quantity column will update to keep the unit price consistent between invoices. For example:

Within the invoice template, you can remove the quantity, unit price, amount columns, and the amount breakdown from the invoice. This setting can be applied to all future invoices or overridden per invoice.

When viewing a draft invoice, you can approve or approve and send it.

This feature allows you to approve and send the invoice immediately. The system will confirm the to and from email addresses before sending. If sending is canceled, the invoice will be in an approved state.

Certain issues can prevent the invoice from being sent:

Once successfully sent, the email and a PDF version of the invoice will appear in the sent folder in Triage. Due to privacy, invoices are not automatically added to timelines.

They can be manually added or shared with colleagues via email comments.

After sending, the invoice moves from the Draft list to the Awaiting Payment list.

You can choose to approve the invoice without sending it. Once approved, you can perform the following actions:

The same rules and checks apply as when approving and sending. You can edit the invoice by putting it back into a draft state if needed.

If using QuickBooks Online (QBO) or Xero, you can export invoices from Karbon. Click 'Export to QuickBooks Online (QBO)' or 'Export to Xero' from the approved list or the an options menu (...) at the bottom of the invoice. The invoice will then move to the Exported section.

Please keep in mind: You cannot export and send an invoice. Each invoice can only be exported or sent.

To fix errors or make other changes, you can edit an approved invoice. This will move the invoice back into Draft, and it will need to be approved or sent again.
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Approved invoices cannot be edited if:

To void an invoice, click the an options menu (...) from the invoice list. Once voided, the invoice will move to the Voided section, and the items will return to the Unbilled section.
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For invoices marked Awaiting Payment or Paid, you can resend the invoice via a Client Request or download it as a PDF. This option is available in the 3-dot menu of these invoices and in the receivables area for each client.
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You can also multi-select and resend invoices in bulk to your clients.