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      How do I create and send invoices?

      Create professional invoices through Corcava's invoicing module. You can add line items, apply taxes, set custom prefixes and numbering, brand with your logo and colors, and generate PDF invoices. Invoices can be sent directly to clients via email, and you can accept online payments through Stripe. The system also supports time-to-invoice conversion from tracked hours.

      Can I set up recurring invoices for retainer clients?

      Yes! Corcava supports automated recurring invoice generation. You can configure billing schedules (monthly, bi-weekly, weekly), set client-specific recurring settings, and have invoices automatically generated and emailed to clients. The system also supports time-based invoice generation from tracked hours.

      How do I set billing rates for time tracking?

      Corcava supports flexible billing rates at multiple levels. You can set default rates per team member, override rates for specific projects, track rate history over time, and apply different rates for different types of work. The system warns you about missing bill rates on the dashboard.

      How do I see time that hasn't been billed yet?

      Corcava tracks uninvoiced time across all projects, making it easy to identify work that hasn't been billed to clients yet. Financial reports show separate 'Spent' and 'Billed' columns so you can quickly spot revenue opportunities and ensure all billable time is invoiced.

      How do I upgrade or change my subscription?

      You can manage your subscription from the Billing page in your account settings. You can adjust the number of seats as your team grows, apply coupon codes for discounts, and update payment methods. Seat quantity automatically adjusts based on active team members.

      Can I cancel my subscription?

      Yes, you can cancel your subscription at any time from the Billing page. Your access will continue until the end of your current billing period. All your data remains accessible after cancellation.

      What do the different invoice statuses mean?

      Invoice statuses include: Draft (not yet finalized), Sent (delivered to client but unpaid), Open (active and awaiting payment), Closed (completed and paid), and Cancelled (voided). These statuses help you track where each invoice is in the billing cycle.

      Can clients make partial payments on invoices?

      Yes, Corcava supports partial payment tracking. The system monitors the total amount paid, outstanding balance remaining, and payment history. Clients can make multiple payments toward an invoice until it's paid in full.

      Can I set different billing rates for different projects?

      Yes! Corcava supports flexible project-specific billing rates. You can set different rates per project to accommodate retainer clients, long-term contracts, or negotiated rates. The system tracks rate history over time and manages rate changes transparently.