Billing

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20 articles in this collection
Written by Erin Jamison
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.
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Written by Erin Jamison
Updated this week

Can I send an invoice on behalf of someone else?

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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.
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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
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Written by Erin Jamison
Updated over a week ago