Master the basics of Carbon in 10 minutes

How do I accept credit cards for my invoices?

Note: Only the account owner can do this
  1. Navigate to the account section by clicking "More", then select "Account" from the menu.

  2. Select "Accept credit cards" on the left.

  3. Click the "Connect with Stripe" button.

  4. If you have a Stripe account, sign in, otherwise you can create an account on that page. This will only take a few minutes.
  5. After granting permissions, you will be redirected back to Carbon with your Stripe account connected and you will be able to accept payments on all of your invoices. You will know that everything has worked correctly if the bottom of your invoices looks something like this:

How do I include tax? Discounts? Etc.?

Click on the button found on the invoices and estimates labeled "Add a new charge or tax".


On the left hand side, add the name of the charge, for example: delivery, tax, service fee, etc.

On the right, add the amount of that charge in either a flat rate (ex. $5) or as a percentage (ex. 12.5%). To subtract a charge, add a "-" before the value (ex. -$5).




* Tip: If you have the same charges over and over again, like tax. Go to "Template" in the account section. This is the document that gets generated whenever you create a new invoice/estimate. Add your charges there once, so you don't have to re-enter them each time you're making a new invoice/estimate.

What is a template and how do I use it?

Often times invoices and estimate have information that doesn't change; for example: your company's contact information, logo, tax rate, etc. Instead of adding the same information over and over, we can save time by entering the information once into the template and it will be reflected in all of your invoices and estimates. To get to your template, do the following:

  1. Navigate to the account section by clicking "More", then select "Account".

  2. Select "Template" on the left.

  3. Make whatever changes you'd like. You can add: charges, tax, terms, your company's logo and contact information. Line items cannot be added since items sold are usually different for each invoice/estimate.

How do I add a team member?

  1. Navigate to the account section by clicking "More", then select "Account".

  2. Select "Add/remove teammates" on the left.

  3. Fill out the form labeled "Invite a teammate to Carbon" and we will send your teammate(s) an invitation.

How do I remove a team member?

  1. Navigate to the account section by clicking "More", then select "Account".

  2. Select "Add/remove teammates" on the left.

  3. In the section labeled "Your Team" you will find everyone that has access to Carbon, click the trash icon on the right to remove them. This cannot be undone.

What privileges do team members have?

A team member is anyone other than the account owner (the person who initially opened the Carbon account). Team members can:

  • Create, send and edit invoices and estimates.

Team member cannot:

  • Invite new team members.
  • Upgrade, downgrade, or can cancel accounts.
  • Change the credit card used for billing.

The account owner can do everything.

If I remove a team member, what happens to their work?

If you remove a member of your team, all of their work (estimates, invoices and customer contact information) stays within Carbon.

What happens when my 30-day trial ends?

When your trial is over, you will be asked to subscribe to Carbon (choose a plan as well as enter a valid credit card). If you do not subscribe, then all of the data you've entered will be archived. All of your information will be safe, but it will only be viewable. You will not be able to create anything new, until you subscribe.

If you do not subscribe after your account has been archived for 30-days, then we will take this as a sign that you are no longer interested in using Carbon and delete all of your data permanently.

What form of payment do you accept?

We accept all major credit cards: Visa, MasterCard, Discover, and American Express. We do not accept PayPal, nor can we accept checks through the mail or take orders over the phone.

Where can I find the receipt of my charges?

Whenever we charge an account, we email a receipt to the account owner.

How do I upgrade or downgrade my account?

  1. Get started by clicking "More" in the upper-right, then choose "Account" from the menu.

  2. Choose "Plans & Billing" in the left menu.

  3. Navigate to the section labeled "Plans" and choose whichever plan suits your needs.

How do I upgrade my credit card details?

  1. Get started by clicking "More" in the upper-right, then choose "Account" from the menu.

  2. Choose "Plans & Billing" in the left menu.

  3. Navigate to the section labeled "Billing" and click the link "Update your card".

  4. Fill out the form and click "Use this card" when you are done.

How do I close my account?

  1. Get started by clicking "More" in the upper-right, then choose "Account" from the menu.

  2. Choose "Plans & Billing" in the left menu.

  3. Navigate to the bottom of the page to the paragraph labeled "How do I close my account?". Click the link "I have read the disclaimer and still wish to close my account".

Why was my account archived?

Accounts become archived when a payment has not been made. Here's what might have happened:

  • Your trial of Carbon is over and you haven't picked a plan and or entered a valid credit card for us to use.
  • The credit card that you we're using has expired and needs to be updated.

When an account is archived, no data is ever deleted. Everything created prior to the archive is still viewable and modifiable. However, you will not be able to create anything new. To restore your account, please make sure that you have selected a plan as well as using a valid credit card. If you are still having problems restoring your account, please don't hesitate to contact us at help@usecarbon.com.

What is your refund policy?

We offer a free 30-day, unlimited trial on all new accounts, but after that there are no refunds. Here is how it works:


If you cancel your account during your free trial you will not be charged.


If you cancel your paid account, you are responsible for any charges that have already incurred during that billing period. You will no longer be charged again. For example, if your billing cycles starts on the 8th and you cancel on the 13th, you are still responsible for that month's payment. We will not charge you again after that.