Financial Management

  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...

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

  Project Permission: View Financials, Edit Financials, Project Administrator IMPORTANT The Revenue Management feature is no longer available to ac...

 Project Permissions: View Financials, Edit Financials, Project Administrator IMPORTANT The Billing Milestone feature is no longer available to act...

  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...

  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, ...

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

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.       ...

 OverviewYou can cancel invoices and delete draft invoices.Once an invoice is canceled, the following changes occur: The items that were on the inv...