Billing – Kantata Knowledge Base

Billing Overview

Overview The robust Billing functionality in Kantata OX helps you get paid faster. You’re able to invoice multiple times during a project’s life...

Invoicing Overview and Settings

Overview Kantata's flexible invoicing tool is available for both new and existing projects. This gives you the ability to manage your projects,...

Billing Schedule Overview [Early Access]

Project Permissions: View Financials, Edit Financials, Project Administrator EARLY ACCESS! The Billing Schedule feature is now available in Earl...

Create an Invoice for a Single Project

How to Create an Invoice for a Single Project Once you have time entries, expenses, and/or other items that you’re ready to invoice, hover ove...

Create an Invoice Across Projects by Client

How to Create an Invoice Across Projects by Client Once you have time entries, expenses, and/or other items that you’re ready to invoice, hover...

Send Invoice to QuickBooks

Available in: Enterprise, Premier, and Professional + QuickBooks Integration Overview Kantata's integration with QuickBooks allows you to seamless...

Print an Invoice

Learn how to print an invoice or save it as a PDF file using your browser's default Print dialog. Just follow our step-by-step instructions. ...

Cancel or Delete an Invoice

How to Cancel an Invoice To cancel an invoice, hover over Billing from the left navigation and select Invoices. On the Invoices page, select th...