Karbon

Erin Jamison

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

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

View a breakdown of outstanding items across your clients with Client Receivables

Determine who you need to Invoice and your financial position by reviewing your WIP Report.

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.

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

Generate invoices for one or more of your customers by creating and using Billing runs.

An invoice may not send due to an accounting period missing, invoice date being in a closed accounting period or having a negative invoice.

Neither QuickBooks Online or Xero will allow importing of invoices with the same invoice number.

Only users with the billing permission turned on can send or export invoices.

If your work is non-billable or assigned to a user profile it cannot be billed in Karbon

If you need to apply more than one tax rate on an invoice, you can set up a combined tax rate.

We only want to bring in the work that you intend to bill through Karbon.

Client Groups aren't considered legal entities and don't have email addresses associated to them. Because of this, invoices cannot be sent.

Your work may not show up under the Unbilled section depending on it's fee settings.

You can manually add a sent invoice to a work or contact timeline as well as @mention colleagues through the comments of the email.

The orange exclamation mark indicates that the time hasn't been approved in Time & Budgets.

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

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.

Each work item included in an invoice has its own Invoice Type which is inherited from the work item’s status.