Karbon Invoice Management - Complete Guide

Modified on Thu, 25 May 2023 at 04:37 PM

Karbon has introduced an Invoice Management Module where all your invoices can be uploaded and 

managed from the Karbon dashboard itself.

How to upload an Invoice on Karbon?

Login to app.karboncard.com
Click on "Invoice" on the Menu Panel on the left.

Select " upload Invoice" and after uploading the invoice you can "Pay Now" directly, Also you can

save the invoice for future reference .

Details will be automatically read by the system and the details will be updated.

You can also update item wise GST or IGST if there is any difference in calculation. 

The total invoice amount would be calculated accordingly.

In case of goods / services provided within the state, you can choose the option:

Yes for "Within the state".

CGST and SGST will be calculated accordingly.

Similarly, in case of goods/services provided outside the state, you can choose the option:

No for "Within the state".

IGST will be calculated accordingly.

4. Similarly, You can also make a Bulk Payment by selecting multiple invoice and "Click on Pay"

(Image 1}

And you can view the invoice information as shown in below {image 2}

{Image 2}

5. Also if any Transaction is made using the K-Account or K-credit, ie, within Karbon, Now you can "Mark as Paid " and you can match it with your invoice- Refer {Image 1 and 2}

{Image 1}

{Image 2}

Auto upload Feature

You can also do a quick upload of the invoice. You or your vendor can send the invoices for 

auto-upload to the Karbon Dashboard.

For this, you just need to create your customized Karbon email id by following the below steps:

Click on the "Invoice" on the Menu Panel on the left and click on "Auto upload".

2. Create a customized email in the format karboninv+"your company name"@karboncard.com.

Send an email with the invoice attached to this email id created.
This invoice would be automatically added to your Karbon Dashboard in 10 minutes.

How to Pay an uploaded Invoice on Karbon?

Click on "Invoice" on the Menu Panel on the left.

Click on the "Pay" option on the invoice you wish to pay.

You will be directed to Karbon Payouts. Follow the steps to complete the invoice payment.

For more details, please write to us at support@karboncard.com.