Post by Karbon

Karbon’s May updates make it easier for firms to get paid without friction, stay organized, and keep clients in the loop. Here’s what’s new 🆕 💳 Billing in Karbon for Clients: Your clients can now view and pay invoices in the client portal, making it easier to track unpaid invoices and quickly take action when needed without the back-and-forth. 🔗 Expanded QuickBooks Online integration: The integration now covers all QuickBooks Online product tiers, with smarter contact sync for firms connecting for the first time. 🧾 Billing & Payments: Historical time entries and expenses are now automatically excluded when you set a billing start date. No manual cleanup required. 📧 Triage: New email threading and conversation grouping options, plus browser pop-up notifications so new items don't slip through. 💍 Engagements: Resend acceptance emails in one click, with bulk resend available from list view. ✍️ eSignature expiry extensions: Now available to all customers. Extend a request without voiding it or losing signature progress. Plus enhancements to invoice approval visibility, fixed fee billing defaults, and invoice template placeholders.