Billing & Payments
Bill your clients and collect payments using Karbon's Billing and Payments
By Lendon1 author42 articles
- Keep your General Ledger in sync
- Setup Branding and Firm Details
- Setting up Single and Combined Tax Rates
- Export your WIP Report
- Recording manual payments
- Track Outstanding Invoices with the Receivables Summary
- Managing the Billing Dashboard
- Review Your Financial Activity with Payments and Payouts Reports
- Preparing and Sending an Invoice
- Create a Billing Run
- View and Export your Realization Report
- Use Recurring Billing
- Adding Payments Surcharges
- Setting Your Language in Karbon
- Download a Client Statement
- Managing Credit Notes in Karbon Billing
- Remove and Update Payment Details in Karbon Billing
- How to Use Quick Collect to Collect Payments
- Understanding Status Lifecycles in Karbon: Time Entries, Invoices, and Payments
- How to Run a Test Payment in Karbon
- Understanding the Payments & Payouts Report in Karbon
- How do I select more than one tax rate on an Invoice?
- Can anyone send and export invoices?
- When I view Billing I am asked to enter a start date. What does this mean?
- How do I know what invoice data I have and have not imported?
- Why can't I send an invoice?
- Can I send an invoice on behalf of someone else?
- Why can't I see the billing details section on my work item?
- Why isn't work showing up under my unbilled section?
- Why can't I choose the client group to be the 'Billing Entity'?
- Why do I have an orange exclamation mark next to my time entry in a draft invoice?
- Can sent invoices be added to a timeline?
- How can I get access to Billing?
- 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?
- Why are these entries showing up as unbilled?
- How can I keep time entries from work items I no longer need?