Karbon

Erin Jamison

Justin Rolli

Bill your clients and collect payments using Karbon's Billing and Payments

Billing & Payments

Learn how to set up billing in Karbon, create billing items, set rates, and manage client invoices for efficient financial management.

Setting up Billing

Master efficient billing with Karbon's comprehensive guide. Explore step-by-step instructions for seamless client invoicing and tracking

A Comprehensive Guide to Using Billing in Karbon

Collect payments from your clients by creating a Karbon Payments account.

Collect payments with Karbon Payments

Overview

Learn about the Payments and Payouts reports in Karbon for detailed insights into manual payments, Karbon Payments, and payouts.

Review Your Financial Activity with Payments and Payouts Reports

Learn setup tips, invoicing insights, and financial management strategies for mastering the Billing dashboard in one comprehensive guide

Managing the Billing Dashboard

Monitor outstanding invoices easily with Karbon Billing's Receivables Summary. Streamline your cash flow management effortlessly.

Track Outstanding Invoices with the Receivables Summary

Learn to record manual payments in Karbon for invoices via physical payment or bank transfer, ensuring accuracy.

Recording manual payments

Learn how to leverage the WIP report in Unbilled to manage invoicing, track financial status, and understand work inclusion criteria.

Export your WIP Report

Set up single and combined tax rates in Karbon. This guide provides step-by-step instructions for managing tax scenarios efficiently.

Setting up Single and Combined Tax Rates

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

Setup Branding and Firm Details

Keep your General Ledger in sync using Accounting Periods and Journal Exports, including the setup of account mappings and summaries.

Keep your General Ledger in sync

A comprehensive guide on managing invoices in Karbon, including adjustments for billable time, fixed fees, expenses, and more.

Preparing and Sending an Invoice

Learn how to manage billing efficiently in Karbon with our guide on creating, viewing, and posting billing runs for streamlined invoicing.

Create a Billing Run

Gain insights into your firm's performance with the Realization Report.

View and Export your Realization Report

Efficiently manage fixed-fee invoicing with Recurring Billing, ensuring accurate, automated invoicing for regular client services.

Use Recurring Billing

Add, customize, and manage payment surcharges for credit card transactions in Karbon.

Adding Payments Surcharges

Learn how to set your default language in Karbon and control system-specific language settings.

Setting Your Language in Karbon

Download a client statement as a PDF from the client’s Receivables detail page for easy sharing.

Download a Client Statement

Create a credit note to manage adjustments, write off balances, return unbilled time, apply credits, or void a credit note when needed.

Managing Credit Notes in Karbon Billing

Remove and Update Payment Details in Karbon Billing

Collect payments using Quick Collect. Initiate payments, track history, and auto-update invoices for overdue or upcoming payments.

How to Use Quick Collect to Collect Payments

How-to

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

Can anyone send and export invoices?

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?

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?

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?

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?

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 'Billing Entity'?

Your work may not show up under the Unbilled section depending on a few scenarios.

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

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?

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?

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

How can I get access to Billing?

The 'Billing Entity' contact can be changed within the contact's details tab, or individually changed within the work item's details tab.

How do I change who gets billed for the work?

Why does the WIP report have time entries with a Billing Status of Billed?

How long does it take for a payment to reach my bank account?

Can't upload my CSV into QuickBooks Online

Troubleshooting

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