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Billing
Billing
20 articles in this collection
Written by
Erin Jamison
Overview
Overview of Billing
Written by
Erin Jamison
Updated this week
How-to
Keep your General Ledger in sync
Use Accounting Periods and Journal Exports to keep your General Ledger updated.
Written by
Erin Jamison
Updated this week
Setup Branding and Firm Details
Set up Branding and your Firm details that will be included in the invoices sent through Karbon.
Written by
Erin Jamison
Updated this week
Setting up Single and Combined Tax Rates
Written by
Erin Jamison
Updated this week
Create, adjust and approve invoices
Written by
Erin Jamison
Updated this week
Invoice Client Groups
If you need to bill multiple clients under one Client Group you can change each Client's 'bill to' contact to the associated Client Group.
Written by
Erin Jamison
Updated this week
Preparing and Sending an Invoice
Make the necessary adjustments to invoice and prepare it to approve and send.
Written by
Erin Jamison
Updated this week
FAQ
Why can't I send an invoice?
An invoice may not send due to an accounting period missing, invoice date being in a closed accounting period or having a negative invoice.
Written by
Erin Jamison
Updated this week
Can I send an invoice on behalf of someone else?
Written by
Erin Jamison
Updated today
How do I know what invoice data I have and have not imported?
Neither QuickBooks Online or Xero will allow importing of invoices with the same invoice number.
Written by
Erin Jamison
Updated over a week ago
Why can't I see the billing details section on my work item?
If your work is non-billable or assigned to a user profile it cannot be billed in Karbon
Written by
Erin Jamison
Updated this week
How do I select more than one tax rate on an Invoice?
If you need to apply more than one tax rate on an invoice, you can set up a combined tax rate.
Written by
Erin Jamison
Updated this week
Why can't I choose the client group to be the 'Bill To'?
Client Groups aren't considered legal entities and don't have email addresses associated to them. Because of this, invoices cannot be sent.
Written by
Erin Jamison
Updated this week
Why isn't work showing up under my unbilled section?
Your work may not show up under the Unbilled section depending on it's fee settings.
Written by
Erin Jamison
Updated over a week ago
Can sent invoices be added to a timeline?
You can manually add a sent invoice to a work or contact timeline as well as @mention colleagues through the comments of the email.
Written by
Erin Jamison
Updated this week
Why do I have an orange exclamation mark next to my time entry in a draft invoice?
The orange exclamation mark indicates that the time hasn't been approved in Time & Budgets.
Written by
Erin Jamison
Updated over a week ago
How can I get access to Billing?
As an admin, you can enable your Billing settings from your Profile.
Written by
Erin Jamison
Updated over a week ago
How do I change who gets billed for the work?
The 'bill to' contact can be changed within the contact's details tab, or can be individually changed within the work item's details tab.
Written by
Erin Jamison
Updated over a week ago
What are final and progress invoice types?
Each work item included in an invoice has its own Invoice Type which is inherited from the work item’s status.
Written by
Erin Jamison
Updated over a week ago
Troubleshooting
Can't upload my CSV into QuickBooks Online
Written by
Erin Jamison
Updated over a week ago