Billing

Overview of Billing

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Keep your General Ledger in sync

Use Accounting Periods and Journal Exports to keep your General Ledger updated.

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Setup Branding and Firm Details

Set up Branding and your Firm details that will be included in the invoices sent through Karbon.

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Setting up Single and Combined Tax Rates

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Create, adjust and approve invoices

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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.

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Preparing and Sending an Invoice

Make the necessary adjustments to invoice and prepare it to approve and send.

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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.

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Can I send an invoice on behalf of someone else?

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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.

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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

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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.

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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.

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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.

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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.

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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.

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Updated over a week ago

How can I get access to Billing?

As an admin, you can enable your Billing settings from your Profile.

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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.

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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.

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Updated over a week ago

Can't upload my CSV into QuickBooks Online

Written by Erin Jamison
Updated over a week ago