Topics started by Michael Green

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M
Beginner
Michael GreenBeginner
posted in Ask a Peer

More design options for invoicing needed

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.           

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L
Beginner
5 months ago

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