Replies posted by thibault

2 Replies

Rachel Peng
Karbon Team
Rachel PengKarbon Team

Recurring work deadlines, upfront payment details + KPI workbook update

  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? Hi @Terri W, all the available invoice actions (depending on invoice status) should be available from this page so you don’t need to go to the “Invoices” page. Please let us know if that’s not the case.​​​​​ 

101932
StuartK
Karbon Team
1 month ago
A
Anonymous

Later, user permissions, profile roles, Client Team custom fields, merge duplicate contacts, bill by colleague rate, and control budgets by amounts

Hi Sam. Do you mean the additional fields? That is currently in a beta, so if you aren’t in the beta it won’t be there for you.  Hi Amelia, yes, it turned out that was the case. We’d requested Beta access but they’d missed adding it to our account. We were told it was being released (out of Beta) on 25 Sep. Is that still the case? 🙂 (can’t see it still) Hi Sam, custom client fields required a bit more testing before being released to everyone but it shouldn’t be too long now.

213623
T
Karbon Team
7 months ago

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