Karbon HQ Workflow & Invoicing Support
Budget: €18 – €36 EUR
I’m looking to bring in a seasoned Karbon HQ specialist on a part-time, contract basis to shore up the way we bill, track, and report on client work.
Our most pressing gap is invoicing process management. Jobs don’t always glide from “ready to bill” through to “paid,” leaving WIP hanging and financial reports off-kilter. I need you to audit the existing stages, clean up data inconsistencies, and re-engineer the invoicing workflow so every engagement moves through the correct billing milestones automatically.
Alongside that, I want our broader practice processes mapped inside Karbon. The toughest part for us is identifying which processes really matter. Once the key workflows are pinned down, I need clear, visual process maps built directly in Karbon, ready for the team to follow.
Deliverables
• A streamlined invoicing workflow inside Karbon, fully tested and documented
• Corrected job data that supports accurate WIP and recovery reporting
• Three or more core process maps—including defined scope, owner, and step-by-step actions—saved in Karbon
• A concise hand-over guide or Loom walkthrough so my team can maintain the new setup
All work can be done remotely and asynchronously. If you’re fluent in Karbon HQ and enjoy turning messy billing and process threads into orderly, trackable workflows, you’re the perfect fit.
Our most pressing gap is invoicing process management. Jobs don’t always glide from “ready to bill” through to “paid,” leaving WIP hanging and financial reports off-kilter. I need you to audit the existing stages, clean up data inconsistencies, and re-engineer the invoicing workflow so every engagement moves through the correct billing milestones automatically.
Alongside that, I want our broader practice processes mapped inside Karbon. The toughest part for us is identifying which processes really matter. Once the key workflows are pinned down, I need clear, visual process maps built directly in Karbon, ready for the team to follow.
Deliverables
• A streamlined invoicing workflow inside Karbon, fully tested and documented
• Corrected job data that supports accurate WIP and recovery reporting
• Three or more core process maps—including defined scope, owner, and step-by-step actions—saved in Karbon
• A concise hand-over guide or Loom walkthrough so my team can maintain the new setup
All work can be done remotely and asynchronously. If you’re fluent in Karbon HQ and enjoy turning messy billing and process threads into orderly, trackable workflows, you’re the perfect fit.