Recurring work deadlines, upfront payment details + KPI workbook update

Request client payment details up front

This highly requested feature has been added to Karbon Billing to further save you time on payment collection.

If you have billing access, you can request client payment details up front to ensure on-time, automatic payments on all future invoices.

To request payment details up front, go to Receivables > Client > Auto-Pay > Request Payment Method, or Contact > Billing > Auto-Pay > Request Payment Method. Your client will then receive an email with a secure link to input their payment details. Once their payment details are saved, all approved invoices will be automatically paid on their due date.

New billing tab on contacts

To enable a more cohesive billing experience and give you more convenience over where and how they interact with clients’ billing data, a new billing tab is added to People and Organization contacts.

Colleagues with Billing Access can go to the Billing tab of a client’s profile and see the same information available in the Receivables dashboard: a 12-month billing overview, auto-pay details, invoices, and billing activity.

You can also Request Payment Method in the Billing tab to collect client payment details upfront for auto-payments of future invoices.

It would be great to be able to easily change the start date for a repeating item within the repeating task. Maybe I am not aware how to change the start date easily but often a pain point. Having FIXED dates would be amazing too for deadlines.

@Mike, how often would you change the start date in Repeating Work settings? Is it usually a one off change, that’s annoying or are you regularly changing the start date in Repeating Work settings?

Add deadlines to repeat work

In case you missed it, the deadline beta feature was released in January and has been steadily improving with new functionality since then. With this week’s release, you can now add a deadline to any repeating work schedules.

Setting up deadlines on repeat work is similar to setting up due dates. Go to a work item, select Set Up Repeating Work > Key Dates > Deadline, and input the desired deadline schedule.

Please note that you can’t pick a specific date when setting up deadlines on repeating work. The drop-down options are driven by the work item’s start date.

If you have repeating work with specific statutory deadlines like annual tax filings, you can set it up using the instructions below.

The work deadlines feature will be released to all customers soon. The beta program is closed for new signups while the team prepares it for release. Another release note will be published when it is available to all.

Request client payment details up front

This highly requested feature has been added to Karbon Billing to further save you time on payment collection.

If you have billing access, you can request client payment details up front to ensure on-time, automatic payments on all future invoices.

To request payment details up front, go to Receivables > Client > Auto-Pay > Request Payment Method, or Contact > Billing > Auto-Pay > Request Payment Method. Your client will then receive an email with a secure link to input their payment details. Once their payment details are saved, all approved invoices will be automatically paid on their due date.

New billing tab on contacts

To enable a more cohesive billing experience and give you more convenience over where and how they interact with clients’ billing data, a new billing tab is added to People and Organization contacts.

Colleagues with billing access can go to the billing tab of a client’s profile and see the same information available in the receivables dashboard: a 12-month billing overview, auto-pay details, invoices, and billing activity.

You can also Request Payment Method in the billing tab to collect client payment details upfront for auto-payments of future invoices.

Collecting and storing payment information is a great addition to Karbon. I just sent a request to a client. 

The email request is fine, except that, for an organization, the greeting in the email is:

“Hi Acme Anvil Company” 

I would rather it was addressed to the billing contact at the company, in this case Wiley Coyote: “Hi Wiley.”

The body of the email should then refer to the organization for which the payment method is requested.

Hi @Rachel Peng,

Do you know if parts of the UI were shrunk a little in today’s update? The Create New box and options in particular felt smaller this morning

There is sadly no point to billing updates/changes until you guys make it possible to on-charge the fee.  By switching to Karbon I would immediately take a 3% cut on fees.   Think through your products so they are useful and it is worth switching.

We’ve gotten around this by putting a message on the invoices billing instructions that we’ll charge a 2.9% fee for invoices paid with a credit card. We manually add the fee as an expense for the few clients that opt to pay with a credit card.

We are also calling clients to get their payment information on file with that great new feature, so we’re able to talk through with them that they are welcome to pay with a credit card, but it’s a higher fee. We then just build it into their future invoices.

None of this is ideal, but it’s better than what we were doing before, and the payment method restrictions are coming, I’ve been told.

New billing tab on contacts

To enable a more cohesive billing experience and give you more convenience over where and how they interact with clients’ billing data, a new billing tab is added to People and Organization contacts.

Colleagues with billing access can go to the billing tab of a client’s profile and see the same information available in the receivables dashboard: a 12-month billing overview, auto-pay details, invoices, and billing activity.

You can also Request Payment Method in the billing tab to collect client payment details upfront for auto-payments of future invoices.

 

Sweet! This is awesome! Any chance this could ever be available to export from here vs navigating through Billing to do so?

How does the deadline come into play when viewing the work? Is it only in the work details and then used to filter the work tabs, so you can see what may be overdue, but not at the deadline yet? I’m trying to understand how to use this information in our workflow.

Hi @SamG, I don’t believe that was part of the release, at least definitely not planned. I’ll check with the team but let me know if you continue seeing the UI issue.

@Shaun Farrugia why would you change the deadline?

The purpose of the Deadline date is to reflect a statutory due date (which is usually the same each year/period and wouldn’t change based on when you complete a task in the Work item). The Due Date is still the flexible date field to update when you want to move forward or back when you are trying to finish the Work item by.

Does that make sense?