Oct 24, 2022
Comment on an invoice, remove items from unbilled, branding settings and filter unbilled by Bill to.
Billing and Payments Update
Karbon Billing and Payments is currently being beta tested and will be released to all customers later this year.
If you would like to be part of our beta testing group, please sign up now.
Invoice activity with commenting
An invoice activity section has been added to each invoice to ensure all actions performed on an invoice are recorded and transparent. Expanding the section will allow you to comment on the invoice and when you @mention a colleague, they will be notified via Triage.
Remove work items from unbilled
Stay focused on work items that need to be billed. You now have the option to hide work items that don’t need to be invoiced and remove them from the unbilled screen.
Every invoice you send is a branding opportunity. We’ve added a 'branding' section to Settings where you can upload your firm’s logo and apply a few touches so invoices are branded to your firm.
Filter unbilled by ‘Bill to’
‘Bill to contacts’ has been added to the filter list for the unbilled screen. You can enter one or multiple ‘bill to contacts’ to focus your search and increase relevancy by reducing the clutter.