Karbon

Erin Jamison

Billing

Overview of Billing

Overview

Create, adjust and approve invoices

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

Keep your General Ledger in sync

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

Setup Branding and Firm Details

Setting up Single and Combined Tax Rates

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

Export your WIP Report

Recording manual payments

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

Get a breakdown of what's still outstanding using the Receivables Summary

The Billing dashboard gives you a summary of the various billing divisions, so you can figure out what to prioritize.

Viewing the Billing Dashboard

Get a better understanding of your financial activity with the payments and payout reports

Review your financial activity with Payments and Payout reports

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

Preparing and Sending an Invoice

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

Create a Billing Run

How-to

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

How do I know what invoice data I have and have not imported?

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

Why can't I send an invoice?

Can I send an invoice on behalf of someone else?

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

Why can't I see the billing details section on my work item?

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

How do I select more than one tax rate on an Invoice?

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

When I view Billing I am asked to enter a start date. What does this mean?

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

Can anyone send and export invoices?

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

Why isn't work showing up under my unbilled section?

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

Why can't I choose the client group to be the 'Bill To'?

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

Why do I have an orange exclamation mark next to my time entry in a draft invoice?

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

Can sent invoices be added to a timeline?

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

How can I get access to Billing?

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.

How do I change who gets billed for the work?

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

Overview

How-to

FAQ

Troubleshooting