The current invoicing options are not workable.
I’ve provided the Karbon folks with a sample customized invoice we created years ago when using Thomson Reuters Practice CS. Everyting I am seeing falls short of acceptable. We need to be able to invoice based on details as follows:
Engagement Title e.g., “2022 Corporation Tax Services”
Then under that, a brief description of the service, # of hours and the total billed.
To use “units” , billing rates or names of staff is not something we would ever use.
The formatting should also allow for insertion of our web site, a comment that the client can pay online thru our site, etc.
This current formatting is not in keeping with the rendering of professional accounting services, so far as I believe, here in the U.S.
Thanks.