Accounting handoff · Carbonset
Won jobs go to the books without retyping.
When a quote is paid, Carbonset creates the customer, the invoice and the deposit payment in your accounting software, with the line items named the way you named them.
How it works.
- 1Connect your books
Point Carbonset at your accounting software once and map your income accounts.
- 2Get paid
The deposit clears and the quote stamps PAID.
- 3Check the handoff log
The customer, the invoice and the payment, each with the time it was created.
Fine print.
| Setting | What it does |
|---|---|
| What's created | Customer, invoice, deposit payment |
| When | On PAID, or on SIGNED if you choose |
| Line items | Kept, mapped to your income accounts |
| Taxes | From your accounting software's settings |
| Desktop accounting | A daily CSV instead |
| Plans | Triplicate |
In the docs.
Hand won jobs to accountingConnect your books once. Every paid quote becomes a customer, an invoice and a payment, with the lines you wrote.5 min readTake deposits by card or bank transferSet the deposit, see what the customer sees, and know the fees, payouts and refunds before the first one.5 min read
Next: field app.
Price book, photos, options, send: the field app builds the quote before you back out of the driveway. Techs who only take photos and notes ride free.
Carbonset37 pages / Fictional brand / Demo site by Sumo Studios
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