Max Ducharme and Brooks Wheatley catch up on five updates that shipped while the show was on hiatus: automatic engagement renewals, engagement templates with bulk creation, posting invoices without emailing them, shareable invoice payment links, and payments on account.

If you have been holding off on engagements, take note. They are now out of beta, live in every Karbon account, and the only way to set up recurring invoicing. This episode covers what changed, where each feature helps, and the gaps that remain.

CHAPTERS

00:00 Welcome back

00:49 Where Karbon focused this summer

01:50 Automatic engagement renewals

04:01 Engagements leave beta and replace recurring invoicing

06:37 Engagements don't have to be client-facing

06:55 Engagement templates

10:26 Bulk engagement creation (and the BOI lesson)

11:59 Posting invoices without emailing them

15:10 Shareable invoice payment links

18:11 Payments on account: deposits, prepayments, and overpayments

23:11 Wrap-up and deep-dive requests

IN THIS EPISODE

- Automatic renewals create the next engagement in draft ahead of the period end, with an optional built-in price increase, so you review everything before it reaches the client.

- Engagement templates let you package services once and reuse them. Bulk creation applies a template across many clients at once. Template duplication is not available yet.

- The new Post option moves an approved invoice to awaiting payment without sending an email, ending the placeholder-address workaround for SafeSend, Ignition, and clients who don't use email.

- View and Pay Invoice opens the client-facing invoice so you can share the payment link directly.

- Payments on account let you request money without an invoice and apply the credit to future invoices. Deposits, annual prepayments, and single checks covering several invoices all get simpler, and much of the workaround from our earlier prepayments episode is no longer needed.

WANT A DEEP DIVE?

Tell us in the comments which feature you want covered next, including edge cases and full walkthroughs.

ABOUT THE SHOW

The Working Theory Podcast is for accounting firms already on Karbon that want to optimize how they use it. Optimization, not onboarding. Hosted by Max Ducharme (Navica Consulting) and Brooks Wheatley (Framework Solutions), two Karbon implementation consultants who worked inside accounting firms before going independent.

Navica Consulting: https://navicaconsult.com

Framework Solutions: https://www.frameworksolutions.co/

The Working Theory Podcast is independent and is not affiliated with or endorsed by Karbon.

#Karbon #AccountingFirms #PracticeManagement #AccountingPodcast #KarbonHQ #FirmOperations